Position Overview
What you ’ll do
Lead coordination and scheduling of monthly and quarterly investor update meetings, including managing calendars, booking conference rooms, and organizing meeting logisticsAssist with planning and execution of investor onsite visits, including meeting room setup, catering orders, and coordination with internal teamsTake notes during investor meetings, enter summaries into the investor relationship database, and flag follow up items for the teamSupport investor communications by helping draft the team’s weekly recap and coordinating follow‑ups with investors and internal stakeholdersMaintain accurate investor and prospective investor contact records across internal trackers and platforms, monitoring for updates and changesPartner with associates to update, watermark, and distribute Legal and Compliance approved investor‑facing materials and statisticsSupport administration of the investor data portal, including add...