Tbwa Chiat/Day Inc
Associate, Investor Relations Greenwich, Connecticut, United States
Tbwa Chiat/Day Inc, Greenwich, Connecticut, us, 06831
Location:
Greenwich, CT (hybrid schedule: Tu-Th in office; M/F optional remote)Company DescriptionPerformance Equity Management (“PEM”)was formed in 2005 and currently manages $8.8 billion in AUM (as of 12/31/23). The firm has a long tenured and seasoned investment team with over 150 years of combined private equity experience. In the late 1990s members of the team began working together at General Motors Investment Management Corporation to manage the GM pension private equity program. Since 1996, the team has allocated $30 billion to Private Equity, including approximately $14 billion to global buyouts, $8 billion to venture capital, and $4 billion to direct co-investments.In addition to managing large separate accounts, PEM also runs two, more focused, commingled fund programs: a venture capital fund of funds program and a lower, middle-market buyout co-investment program with additional product development in the pipeline. https://peqm.comOn January 12, 2024, Sagard Holdings Management Inc., “Sagard”, a global multi-strategy alternative asset management firm, acquired a strategic stake in PEM. The transaction combines PEM’s private equity fund-of-funds and co-investment experience and investment track record with Sagard’s alternative investment offering and global network. The PEM Investment Team continues to lead its business, including managing and operating its Funds. With over $25B under management and 300 professionals, Sagard invests in equity, credit, and real estate. Sagard has offices in Canada, the United States, Europe, and the Middle East. https://www.sagard.comResponsibilities & DutiesRFPs & DDQsPartner with Managing Directors, investment analysts, operations team, and compliance to complete prospective and current investor RFP, RFI and DDQ requests and develop a formalized process for completion.Collaborate with broader IR team to onboard and leverage RFP writing software, DiligenceVault.Create a comprehensive library of questionnaire responses and develop cohesive record keeping strategy for ease of reference for future responses and SEC examinations/audits.Investor RelationsCollaborate with internal team members as needed to facilitate timely and accurate responses to all incoming investor inquiries and requests.Partner with Managing Directors, investment analysts, operations team, and compliance in production of fund quarterly letters, annual reports and additional marketing materials as needed.Log all post-meeting notes and emails into DealCloud CRM on behalf of Managing Directors.Manage ongoing updates of all fund and firm-wide marketing and legal materials in Intralinks data rooms.Assist Head of Investor Relations in planning and execution of quarterly investor update calls, annual Investor Conference, roadshows and ad-hoc LP updates or events.Support Head of Investor Relations in onboarding, subscription document, AML/KYC, and capital call process for new and existing LPs.Qualifications and Experience2-5 years client communications and investor relations experience within the investment industryExperience in writing RFPs, RFIs, and DDQsExperience with one or more of the following: Qvidian, Seismic, Responsive, DiligenceVault, and/or DealCloudProficient in Microsoft Word, PowerPoint, and Excel; experience in Google G Suite/Workspace a plusExperience with private equity investment products and collaborating cross-functionallyExcellent written and oral communication skillsHighly organized with excellent attention to detailAbility to work well under pressure and tight deadlinesSelf-starter; can work autonomouslyCompensationUp to $175k annual compensation (combination of salary and bonus), commensurate with experience.PEM offers a robust benefit package: a generous time-off entitlement; health, dental, and vision plan offerings with PEM paying the majority of the premiums; employer paid short-term disability, long-term disability, and five times base salary in life coverage; a health reimbursement account with full funding of in-network deductibles for employees and their families; and a 100% match 401k contribution.Equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans’ status, or any other legally protected factors.Accepted file types: pdf, doc, docx, txt, rtfAccepted file types: pdf, doc, docx, txt, rtfAre you legally eligible to work in the U.S?
*
Select...Do you require sponsorship to work in the U.S? *
Select...Are you able to work out of the Greenwich office at least 3 times a week?
*
Select...Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.As set forth in Sagard’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.Select...Voluntary Self-Identification of Disability
Form CC-305Page 1 of 1OMB Control Number 1250-0005Expires 04/30/2026Voluntary Self-Identification of Disability
Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to:Alcohol or other substance use disorder (not currently using drugs illegally)Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDSBlind or low visionCancer (past or present)Cardiovascular or heart diseaseCeliac diseaseCerebral palsyDeaf or serious difficulty hearingDiabetesDisfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disordersEpilepsy or other seizure disorderGastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndromeIntellectual or developmental disabilityMental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSDMissing limbs or partially missing limbsMobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supportsNervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilitiesPartial or complete paralysis (any cause)Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysemaShort stature (dwarfism)Traumatic brain injury
Disability Status
Select...
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.Sagard has my consent to collect, store, and process my data for the purpose of considering me for employment, and for up to 5000 days thereafter. *
#J-18808-Ljbffr
Greenwich, CT (hybrid schedule: Tu-Th in office; M/F optional remote)Company DescriptionPerformance Equity Management (“PEM”)was formed in 2005 and currently manages $8.8 billion in AUM (as of 12/31/23). The firm has a long tenured and seasoned investment team with over 150 years of combined private equity experience. In the late 1990s members of the team began working together at General Motors Investment Management Corporation to manage the GM pension private equity program. Since 1996, the team has allocated $30 billion to Private Equity, including approximately $14 billion to global buyouts, $8 billion to venture capital, and $4 billion to direct co-investments.In addition to managing large separate accounts, PEM also runs two, more focused, commingled fund programs: a venture capital fund of funds program and a lower, middle-market buyout co-investment program with additional product development in the pipeline. https://peqm.comOn January 12, 2024, Sagard Holdings Management Inc., “Sagard”, a global multi-strategy alternative asset management firm, acquired a strategic stake in PEM. The transaction combines PEM’s private equity fund-of-funds and co-investment experience and investment track record with Sagard’s alternative investment offering and global network. The PEM Investment Team continues to lead its business, including managing and operating its Funds. With over $25B under management and 300 professionals, Sagard invests in equity, credit, and real estate. Sagard has offices in Canada, the United States, Europe, and the Middle East. https://www.sagard.comResponsibilities & DutiesRFPs & DDQsPartner with Managing Directors, investment analysts, operations team, and compliance to complete prospective and current investor RFP, RFI and DDQ requests and develop a formalized process for completion.Collaborate with broader IR team to onboard and leverage RFP writing software, DiligenceVault.Create a comprehensive library of questionnaire responses and develop cohesive record keeping strategy for ease of reference for future responses and SEC examinations/audits.Investor RelationsCollaborate with internal team members as needed to facilitate timely and accurate responses to all incoming investor inquiries and requests.Partner with Managing Directors, investment analysts, operations team, and compliance in production of fund quarterly letters, annual reports and additional marketing materials as needed.Log all post-meeting notes and emails into DealCloud CRM on behalf of Managing Directors.Manage ongoing updates of all fund and firm-wide marketing and legal materials in Intralinks data rooms.Assist Head of Investor Relations in planning and execution of quarterly investor update calls, annual Investor Conference, roadshows and ad-hoc LP updates or events.Support Head of Investor Relations in onboarding, subscription document, AML/KYC, and capital call process for new and existing LPs.Qualifications and Experience2-5 years client communications and investor relations experience within the investment industryExperience in writing RFPs, RFIs, and DDQsExperience with one or more of the following: Qvidian, Seismic, Responsive, DiligenceVault, and/or DealCloudProficient in Microsoft Word, PowerPoint, and Excel; experience in Google G Suite/Workspace a plusExperience with private equity investment products and collaborating cross-functionallyExcellent written and oral communication skillsHighly organized with excellent attention to detailAbility to work well under pressure and tight deadlinesSelf-starter; can work autonomouslyCompensationUp to $175k annual compensation (combination of salary and bonus), commensurate with experience.PEM offers a robust benefit package: a generous time-off entitlement; health, dental, and vision plan offerings with PEM paying the majority of the premiums; employer paid short-term disability, long-term disability, and five times base salary in life coverage; a health reimbursement account with full funding of in-network deductibles for employees and their families; and a 100% match 401k contribution.Equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans’ status, or any other legally protected factors.Accepted file types: pdf, doc, docx, txt, rtfAccepted file types: pdf, doc, docx, txt, rtfAre you legally eligible to work in the U.S?
*
Select...Do you require sponsorship to work in the U.S? *
Select...Are you able to work out of the Greenwich office at least 3 times a week?
*
Select...Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.As set forth in Sagard’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.Select...Voluntary Self-Identification of Disability
Form CC-305Page 1 of 1OMB Control Number 1250-0005Expires 04/30/2026Voluntary Self-Identification of Disability
Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to:Alcohol or other substance use disorder (not currently using drugs illegally)Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDSBlind or low visionCancer (past or present)Cardiovascular or heart diseaseCeliac diseaseCerebral palsyDeaf or serious difficulty hearingDiabetesDisfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disordersEpilepsy or other seizure disorderGastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndromeIntellectual or developmental disabilityMental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSDMissing limbs or partially missing limbsMobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supportsNervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilitiesPartial or complete paralysis (any cause)Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysemaShort stature (dwarfism)Traumatic brain injury
Disability Status
Select...
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.Sagard has my consent to collect, store, and process my data for the purpose of considering me for employment, and for up to 5000 days thereafter. *
#J-18808-Ljbffr