Director, Investor Relations

Position Profile 

Reporting to the Chief Strategic Development Officer and Chief Governance Officer (CSDO) while also receiving guidance and input from other senior leaders, the Director, Investor Relations is responsible for helping to shape Blue Meridian’s strategy for fundraising and engaging current and prospective Partners and other investors. The Director, Investor Relations will have day-to-day operational responsibility for the implementation of the fund-raising and prospective and current investor engagement strategies.

Position Type

Exempt

Position Location

New York City. Hybrid work arrangement allowed

Primary Responsibilities

The responsibilities of this position include but are not limited to the following:

Partner Engagement and Development. Working alongside the CSDO, CEO and other BMP senior leaders to:

• Support the ongoing development of the fundraising strategy and approach, working with the CSDO, CEO and other senior leaders.
• Coordinate fundraising activities across multiple funds/portfolios.
• Undertake market analysis to identify prospective investors. Develop opportunities for introductions.
• Build and manage a pipeline of investor opportunities.
• Organize and run the fundraising team meetings and ensure timely follow-up on actions.
• Work with the Finance team to help structure deals and agreements and track commitments.
• Ensure appropriate materials are developed / revised for Partner and prospect meetings, working closely with the Branding and Communications team, as needed.
• Cultivate funding opportunities as appropriate and in conjunction with the CSDO and CEO.
• Oversee planning and execution of Partner and prospect meetings, including agenda setting, oversight of materials production, coordination with BMP senior leaders.
• Working collaboratively (including with the CSDO, CEO and the Branding and Communications team) to develop and execute a strategy for continued engagement of existing Partners through events, communications, and other experiences.
• Strategically sequence, plan, and organize partner-related work required to successfully deliver on Board, Board committee, General Partner, Impact Partner, and Co-sponsor (“Board and investor”) meetings.
• Work with the CEO, CSDO/CGO, and other senior leaders to strategically create and manage processes for Partner meetings and interaction, including meeting agendas, minutes, and investor materials.
• Ensure effective communication between the Investor Relations team and other internal teams, to define requirements, manage updates and develop delivery plans for all investor-related materials.
• Working closely with the Branding and Communications team, oversee the ongoing development and management of the online “Partners’ Portal”, to provide Board members and Partners quick, user-friendly access to relevant materials and information.
• Oversee record keeping for all investor-related documents.

Supervision:

• Along with CSDO, supervise and develop more junior team members.
• Delegate responsibilities as appropriate, utilizing the strengths of the investor relations team.
• Implement and enforce best-in-class investor relations processes and procedures.
• Provide excellent service to Partners through both direct contact and support of the investor relations team.

Qualifications

Required

• Investor Relations Experience: At least 7 years of hands-on experience in an investor relations role. Experience in strategic philanthropy and / or investor relations in financial services interacting with high-profile stakeholders is desirable.
• Relationship Management: A demonstrated track record of building long-term relationships with investors, financially complex and can speak with credibility. Experience raising capital from high-net-worth individuals and family offices is desirable.
• Project Management: Outstanding organizational and project management skills, including strong attention to detail and the ability to manage and prioritize multiple tasks in a fluid, dynamic environment. Experience structuring investor deals and agreements is highly desirable.
• Presentation/Communication: Exceptional written and oral communication skills including the ability to draft presentations, letters, and memoranda; synthesize a large amount of material into clear and concise documents, emails and reports.
• Mission-Orientation: Aligned with Blue Meridian’s mission and core values. Blue Meridian values open communication, integrity, emotional intelligence and a highly collaborative approach. A deep expertise and an international focus on and commitment to racial equity, diversity and inclusion is highly desirable.

Preferred

• Shape Strategy: Anticipates and interprets market changes; envision the future; provide input into strategic priorities.
• Inspire and Influence: Builds collaborative relationships, helps others find meaning and purpose in their work, inspires through energetic engagement.
• Drives for Results: Coordinates execution by setting an appropriate pace. Evokes ownership and accountability, streamlines process/structure, and allocates resources quickly and flexibly.
• Lead Innovation: Creates environments that encourage experimentation and where people feel safe to share ideas freely. Drives innovation through collaboration and invests in new ideas.
• Adaptability: A individual that displays emotional intelligence, authenticity, empathy, and the ability to “flex” to relate to different audiences and situations.

At Blue Meridian, we value building a diverse, inclusive workplace. Even if your experience does not fully align with our preferred qualifications, we still encourage you to apply.

Blue Meridian Partners aims to provide a comprehensive and competitive total compensation package.

The hiring salary for this position is $$208,000. In addition to the base salary, each member of Blue Meridian is eligible to receive a performance based variable incentive bonus.

Blue Meridian also provides generous benefits including:

• Employer contributions to a retirement savings plan
• Medical, dental and vision coverage with minimal employee contribution
• Life and disability insurance
• Paid time off including vacation/personal days, paid holidays, half-day summer Fridays, and week-long office closures in the summer and winter.
• Internal and external professional development opportunities
• Home Office set-up allowance
• Tuition reimbursement
• Hybrid work arrangement

[1] This position description is a guide to the primary duties and functions of the job, not an all-inclusive list of responsibilities, qualifications, physical demands and work environment conditions. Position descriptions are reviewed and may be revised to meet the changing needs of Blue Meridian Partners at the sole discretion of management.

Blue Meridian Partners is committed to equal employment opportunity, without regard to race, color, gender, religion, age, national origin, sexual orientation, gender identity or expression, marital status, pregnancy, disability, veteran status, prior record of arrest or conviction, genetic information or any other characteristic protected by law. These opportunities include all terms, conditions and privileges of employment, including (but not limited to) recruiting, hiring, job assignment, training, compensation, benefits, discipline, promotion, and termination.