Note: The job is a remote job and is open to candidates in USA. PFM Health Sciences is an investment firm focused on the healthcare sector. The Business Development & Investor Relations Associate will manage investor communications, reporting, diligence materials, CRM infrastructure, prospective-investor pipeline development, outreach, and process improvements across investor relations and business development.
Responsibilities
- Coordinate recurring investor communications and reporting, including performance updates, monthly and quarterly materials, track records, portfolio information, AUM reporting, investor letters, presentations, and other client materials
- Respond to investor requests and coordinate follow-up across the firm
- Prepare and maintain due diligence questionnaires and related investor diligence materials
- Maintain institutional investor databases and third-party reporting platforms
- Work closely with Finance, Risk, Data, Legal & Compliance, Trading, and the firm's administrator to ensure investor materials are accurate, timely, and appropriately reviewed
- Develop a strong understanding of the firm's investment strategy, portfolio construction, risk framework, fund structure, and operating processes
- Work directly with the Head of Business Development to develop and advance the firm's prospective-investor pipeline
- Research and identify prospective investors and relevant opportunities
- Help plan and execute thoughtful investor outreach
- Support relationships with capital introduction teams, consultants, allocators, and other industry participants
- Communicate the firm's investment strategy and differentiation effectively to prospective investors
- Maintain the integrity of the firm's CRM, including investor and prospect records, contacts, interactions, relationships, notes, classifications, and pipeline information
- Maintain investor-facing document portals and coordinate appropriate access and distribution
- Work with the firm's administrator and other service providers on investor records, document delivery, onboarding-related matters, and investor inquiries
- Enhance CRM, pipeline reporting, and distribution workflows
- Identify opportunities to make recurring processes more efficient, scalable, and less dependent on manual intervention
- Use technology, including AI-enabled tools, to improve research, workflows, information organization, and the efficiency of recurring investor-relations and business-development work
- Identify opportunities to improve processes while maintaining appropriate standards for accuracy, confidentiality, judgment, and compliance
Skills
- Highly organized with exceptional attention to detail
- Strong written and verbal communicators
- Intellectually curious and motivated to understand the firm's investment strategy and competitive differentiation
- Comfortable moving between detailed execution work and relationship-oriented business-development activity
- Proactive, organized, and consistent in managing investor relationships and follow-up
- Able to exercise sound judgment, work independently, and manage multiple priorities
- Comfortable interacting professionally with institutional investors and senior internal and external stakeholders
- Bachelor's degree required
- Relevant professional experience in investment management, hedge funds, private equity, investment banking, capital introduction, placement/marketing, institutional investor relations, fund administration, or a related financial-services environment
- Foundational understanding of investment concepts, hedge funds, and institutional asset management
- Strong proficiency with Microsoft Excel, PowerPoint, Word, and Outlook
- Demonstrated ability to produce polished, accurate materials and independently follow projects through to completion
- The role requires close collaboration with the Head of Business Development and other members of the firm, as well as flexibility for investor meetings, conferences, firm meetings, and other business travel when appropriate
- Experience with CRM systems strongly preferred; experience with investment-management CRM or investor-reporting platforms is a plus
- Familiarity with AI-enabled productivity, research, or workflow tools is preferred
- Interest in healthcare investing is a plus
Benefits
- Discretionary incentive compensation
- Geographically flexible working model, including remote work for strong candidates based elsewhere
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