- Collaborate with in-house teams throughout the platform to update and maintain materials, and create new content (for example: presentations and other investor deliverables). This includes reporting deliverables as well as investor presentations.
- Plan and support virtual and on-site investor meetings and asset tours, and prepare related materials.
- Prepare Word and Excel due diligence questionnaires, written responses to RFPs (requests for proposal), and ad-hoc investor requests.
- Support tasks related to capital raising initiatives across Jamestown’s full suite of investment products and capabilities.
- Maintain databases and tracking logs related to department functions and activities.
- Provide exceptional and timely customer service to investors.
- Proofread and edit documents.
- Evaluate current and potential processes to improve and determine best practices.
- Coordinate effectively with the broader Investor Relations team to ensure alignment and an organized approach.
- Build and nurture strong relationships with key internal stakeholders.
- Regularly update and maintain accurate information in databases and within the CRM systems.
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