Umba combines advanced tools and techniques to optimize risk exposures in emerging markets that are currently underserved by traditional banking services.

Responsibilities

As an IR Capital Raising Senior Associate, you will support our clients and investment decisions by:

• Working with Finance, Asset Management, and Investment Teams to prepare investor communications including quarterly reporting, notifications, and incoming requests/inquiry templates
• Creating financial analyses, including cash flow projections and fund-level calculations
• Liaising with Data Analytics team to increase reporting efficiencies, standardize and validate reporting processes and data information
• Analyzing qualitative, quantitative, and industry competitive landscape information and translate into strategic deliverables
• Providing support and oversight to capital raising activities including preparation, proofread and formatting of marketing materials, offering memorandums and flash reports for existing and new vehicles
• Liaising with third party services providers, including legal counsel and placement agents to execute capital raising activities
• Collaborating with business leads to prepare, proofread and format internal and external presentations
• Managing capital raising datarooms include file and contact management
• Maintaining investor information, meeting notes, and documentation within internal CRM database and investor portal
• Monitoring databases and research to develop and maintain investor and market intel and curate briefing materials for investor calls and meetings
• Provide oversight for annual investor conferences and general investor meetings, including preparing presentation materials and meeting execution

Skills And Qualifications:

• Five or more years of relevant work experience, preferably within an investor relations, fund accounting, or fund management capacity at a real estate, alternative investment, placement agent, or investment consulting firm
• Bachelor’s Degree with excellent academic credentials
• Excellent communication skills, both written and oral
• Experience interfacing with institutional and/or retail investors
• Ability to analyze qualitative and quantitative information and translate into strategic deliverables
• Ambitious self-starter with strong organizational skills, attention to detail, and effective time management
• Strong proficiency with MS PowerPoint, Excel, and Word
• Proficiency in Salesforce and Investran, preferred
• Strong financial modeling skills, including proficiency with investment metrics and data analysis
• A desire to work in a fast paced, collaborative and entrepreneurial environment
• Ability to work independently and collaboratively within a team