Analyst - Investor Relations

Pemberton Asset Management is a leading provider of private credit strategies. Innovation, superior credit analysis, an extensive European office network and local market expertise are distinctive characteristics of Pemberton and inform our investing approach. From our origins in direct lending, we have built a highly diversified multi-strategy private credit platform which enables us to dynamically support our investors in achieving their investment objectives. Our extensive experience in credit markets, a clear commitment to transparency and sustainability and our industry leading expertise is shaping the future of private credit. Pemberton Manages USD25.7bn* in AuM, employs more than 190 staff and is represented in 15 locations globally.

(*As of 31st December 2024. Defined as committed capital)

Role Responsibilities:

Supporting the asset raising efforts and the investor relationships of the business development team:

• Primary responsibility for prospective investors’ due diligence processes:
• Work with the Investor Relations Associate Director and further team members to complete RFPs and RFIs; deliver high-quality responses to questions from prospective investors in a timely manner
• Ensure Pemberton’s RFP database is kept up-to-date
• Maintain Pemberton and market information for use in communications with new and existing investors

Primary responsibility for the library of marketing documents for the different Pemberton funds and any other marketing initiatives:

• Marketing presentations
• Firm and Fund level DDQs
• Development of marketing material for new funds, strategies or initiatives
• In charge of the relevant fund data room ensuring that relevant documents and updated information are present
• Work in co-ordination with Pemberton’s Marketing Manager on marketing initiatives such as thought leadership, the website, and Investor Day

Ensuring the timely release of standard and bespoke information provided to investors as regards the performance of the funds on an ongoing basis:

• Work with the Investor Relations Associate Director, Portfolio Managers and the Finance team to ensure information provided to investors is high quality and delivered within agreed timeframes:
• Quarterly performance presentations
• Quarterly financial reporting
• Bespoke reporting (if required)

Assisting the IR team in fund launch processes:

• Preparing detailed fund launch timelines
• Monitoring progress with internal teams to ensure that new funds are launched on a timely basis
• Point of contact for marketing third parties (Placement Agents and others) engaged to assist in marketing Pemberton’s funds
• Ensure external databases are kept up-to-date with current information regarding Pemberton’s existing funds and funds coming to market

Requirements / Qualifications:

• 1-3 years of experience in private markets investor relations.
• Demonstrated fluency in private markets, experience in credit asset class advantageous.
• Strong written and communication skills in English.
• Strong understanding of fundraising dynamics. Team player with strong interpersonal skills.
• Ability to lead complex workstreams with tight deadlines, working in collaboration with key internal stakeholders across the business.

Valued Behaviours:

• Builds trust and credibility
• Is polite, respectful, collaborative, with a strong service ethic
• Plans and prioritises effectively but is flexible and can work with complexity and ambiguity
• Identifies key issues and provide optimal, evidence-based solutions
• Is determined and resilient
• Brings innovative and transformational thinking
• Demonstrates a risk and compliance mindset

Compliance and ESG Responsibilities:

In performing regulated and unregulated activities for the firm the Investor Relations Analyst will follow the Individual Conduct rules:

• Act with integrity.
• Act with due care, skill and diligence.
• Open and cooperative with the FCA, the PRA and other regulators.
• Pay due regard to the interests of customers and treat them fairly.
• Observe proper standards of market conduct.
• Ensure all Credit activity takes into consideration ESG factors to maximise corporate sustainability and support the firm’s diversity and inclusion objectives.