Investor Relations Associate
Watertown, NY - USA
Job Summary
Dynamo Softwareis a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years the Dynamo platform has improved the productivity of fundraising deal research investor servicing portfolio management and compliance teams worldwide. Collectively Dynamos 1000 clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world Blackstone GrowthandFrancisco Partners Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions.
The Companys proprietary Dynamo Accounting software provides easy access to all firm information from one intuitive interface handles complex fund structures and economic arrangements and provides best of breed reporting. Dynamo Softwares experienced team of accounting professionals offers a full range of implementation and outsourcing services tailored to each clients needs and budget. Clients include venture buy-out fund of funds SBICs family offices and other private equity firms with assets under management ranging from under $200 million to multi-billion.
Although we operate as a unified team our Dynamo Accounting team effectively has two practices:
- Dynamo Accounting licensing and related implementation & support services
- Outsourced Accounting and Reporting Services
What Youll Do (Day-to Day):
- Monitor inbound investor requests coordinate timely responses with multiple internal teams and facility completion of investor deliverables
- Complete recurring investor reporting request and investor questionnaires on a monthly quarterly and annual basis
- Create investor statements and notices and post to Dynamos secure proprietary investor portal
- Organize and maintain all investor level data for investor relations and fund administration team to easily access and manipulate
- Gather and review pertinent investor information from investor subscription documents and update the investor portal system accordingly
- Maintain and update investor data within the investor portal to ensure accurate contact information
- Work with investor relations and operations team to enhance broad communication efforts to both existing and potential investors
- Leverage AI tools to streamline investor deliverables while verifying all output for accuracy
- Identify opportunities to automate recurring investor relations processes adhering to firm policies on data privacy and responsible AI use when handling confidential investor information
What you bring:
- Bachelors degree required
- Strong communication and organizational skills
- Detail oriented with a strong commitment to customer service
- Able to multitask and prioritize workloads while maintaining high-quality standards
- Able to work independently with multiple priorities in a fast-paced environment across several teams
- A minimum of 1-3 years of professional experience
- Proficiency with Microsoft Office: Word Excel PowerPoint Outlook Adobe
- Previous experience using an Investor portal or CRM system or knowledge of private equity industries is a plus
- Hands-on experience using generative AI tools in a professional setting or a strong interest in learning; comfortable writing clear prompts and refining output
What We Offer:
- The ability to have an IMPACT. Good ideas come from everybody in our organization. We are agile enough to embrace new ideas and new directions.
- A very attractive work culture in an established technology company. We take pride in our work and people.
- A competitive base salary performance bonus 401k matching & excellent benefits.
- The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.
At Dynamo Software were committed to fair and competitive pay practices. The listed range represents the base salary for this role with final pay determined by experience and addition employees are eligible for our performance-based bonus program. Base Salary Range: $70000-$85000.
Dynamo SoftwareInc. isanequalopportunity employer. Allemployment decisions and personnel actions at the Company are administered withoutregard to race color religion creed nationalorigin ancestry sex age qualifiedmentalorphysical disability sexual orientation gender identity genetic carrierstatus any veteranstatus any military service any application for any military service or any other category or class protectedby federal state or local laws. All employmentdecisions and personnel actions such as hiring promotioncompensation benefits and terminationare and will continue to be administered in accordance with and to furtherthe principle of equal employment opportunity.
Dynamo Software uses artificial intelligence and automated tools to support parts of our recruitment process including reviewing and organizing applications transcribing and summarizing interviews and scheduling. These tools assist our recruiters; they do not make hiring decisions on their own. Every decision to advance or decline a candidate is made by a may request an alternative review process or a reasonable accommodation at any point by contacting Requesting one will not affect your candidacy.
Required Experience:
Junior IC
About Company
For more than 20 years, we have been developing Dynamo Software and proudly stand behind each line of code. Today, we are a leading cloud-based solution for the Alternatives ecosystem because of the hard work, dedication, and passion of our people. Built on Microsoft’s technology stac ... View more