IR Analyst

About Valor:

Valor Equity Partners is a different kind of private investment firm. We pioneered the idea of operational growth. We work side-by-side, shoulder-to-shoulder, to help grow the operations of great companies solving the world’s biggest problems. We invest in technology and technology-enabled companies that innovate and disrupt existing industries — from biosciences to transportation to food to health and wellness. We’ve had the honor of serving some of the world’s greatest entrepreneurs and companies, including Tesla, SpaceX, Anduril, Eight Sleep, GoPuff, and others.

Our values are core to all we do. These values are excellence, humility, integrity, and responsibility.

Valor means that we:

• Strive for excellence in everything we do;
• Maintain our humility and mutual respect no matter what circumstances we encounter;
• Insist upon the highest level of integrity in our interactions and in the logic of our investment process; and
• Demonstrate responsibility and dedication to all of our constituents.

About our Team:

The Investor Relations (IR) Team works on multiple active investment funds, fundraising efforts, and a growing range of products, including special purpose vehicles for co-investments and a variety of fund strategies. As a small team of nine professionals with diverse experience and skills, we work collaboratively on wide-ranging problems to deliver high-impact comprehensive analytical products that reflect accuracy, precision, and value to Firm activities.

About the Role:

As an IR Analyst on our team, you will contribute directly to business development efforts in the RIA vertical. Working together with the Managing Director and Principal of Investor Relations, you will contribute to sales targets by developing and maintaining relationships with financial advisors, gathering marketing intelligence, and providing general sales support. Your technical expertise and commitment to excellence will help drive the adoption of best practices and ensure the highest level of rigor in everything we do.

Key Responsibilities:

• Maintain and enhance strong relationships with financial advisors, distributing product information, answering questions, and providing operational and product support.
• Assist business development team with data collection/management, marketing campaigns, and sales meeting preparation.
• Identify and utilize marketing intelligence to increase sales within a specific territory.
• Conduct regular follow-ups emails with advisors, update and utilize CRM systems to manage interactions, and track sales opportunities.
• Track prospects and producers throughout the entire sales cycle.
• Assist with developing and executing business plans to maximize territory sales.

Key Skills and Qualifications:

• A minimum of 2 years prior experience in Investor Relations or Business Development within the Registered Investment Advisor (RIA) space or the broader financial services industry.
• The ideal candidate will have a background in Investor Relations-related activities, such as completing Due Diligence Questionnaires (DDQs), creating presentations, and/or experience in internal sales supporting external sales professionals. Experience in all areas is preferred.
• Excellent verbal and written communication skills are essential for interacting with financial advisors, both in person and over the phone.
• Proficient in Microsoft Office (Microsoft excel in particular) and Salesforce (or other CRM). Helpful if candidate has familiarity with Dakota Database.
• A strong understanding of the sales process, sales strategies, and investment products is necessary.
• The ability to manage multiple tasks, prioritize effectively, and follow up consistently is crucial.
• A solid understanding of the financial services industry and its products, particularly alternative investments, is beneficial.