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Investor Relations Associate

Company: White Oak Global Advisors
Location: San Francisco
Posted on: November 23, 2021

Job Description:

White Oak is seeking to hire an organized, proactive, customer focused professional to be part of the firms' client servicing initiatives. You will be an integral part of our collaborative growing team. The Client Servicing Associate will report to the team Director of White Oak Credit Services, LLC an affiliate of White Oak Global Advisors, LLC.

Position Description:
Responsible for communication with White Oak's institutional investors on operational topics; collaborate with Client Solutions team on broader relationship
Track and project manage investor deliverables
Coordinate across several teams (investment, back office, legal, and compliance teams) to provide responses to investor inquiries
Produce and review quarterly fund reporting
Review investor subscription agreements and work with fund administrator to onboard new investors
Maintain investor information in Salesforce investor database
Track status of capital activities for fund closes and provide reporting to management
Manage online data room for investors
Prepare materials for investor meetings
Ad hoc projects

Candidate Qualifications:
5 years of financial services industry experience required
Bachelor degree in finance, economics, or business preferred
Knowledge of private debt or alternative investments preferred
Strong attention to detail and ability to multitask in a fast-paced environment
Team player with strong interpersonal and communications skills
Experience with Microsoft Office suite
Strong Excel skills required (v-lookup, pivot tables, etc.)
Salesforce experience preferred

Firm Description:
White Oak Global Advisors LLC ("White Oak") is an SEC-registered investment advisor and private credit firm that provides small and middle market businesses with term loans, asset-based loans, invoice factoring, trade finance, equipment financing and treasury management. White Oak has deployed over $9.9 billion since inception in 2007 across over 500 companies throughout the U.S., Canada, and Europe. We seek to invest flexible private capital in well-operated small and middle market businesses and to finance opportunities that can make our world a better place for generations to come. White Oak and its affiliates employ 456 professionals and maintains offices globally including San Francisco, New York, Miami, London, Chicago, Los Angeles, Denver, Atlanta, Charlotte, Boca Raton, Scotland, Wales, Southampton, and Chester.

Keywords: White Oak Global Advisors, San Francisco , Investor Relations Associate, Other , San Francisco, California

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