What This Role Is

• This is the IR Support / IR Operations powerhouse — the person who ensures every LP interaction, every close, every data room, every notice, and every query is handled with excellence, speed, and warmth.

• You’ll collaborate closely with finance, operations, and the investment teams, but your functional home is Investor Relations.

• This role does not include NAV calculations, treasury functions, valuations, audit management, or other core finance responsibilities.

• This role enables the leadership team to increasingly focus on fundraising, strategic partners, and institutional relationships.

Qualifications

• Bachelor’s degree and 2+ years of experience in client relations, operations, or sales; experience in investment management preferred.

• Understanding of the private asset management landscape.

• Exceptionally organized with a deep passion for detail, timelines, and both creating and maintaining clean systems.

• Passionate dedication to client service and success. No job too big, no job too small.

• Strong Excel and PowerPoint skills; experience with CRMs, experience with HubSpot preferred.

• Extreme self-starter with the maturity to work independently and collaboratively.

• Driven, humble, candid, and receptive to feedback.

• Entrepreneurial mindset – loves building and improving processes, not simply maintaining them.

• High prioritization skills and excellent ability to manage multiple competing workflows with disciplined rigor.

• Resonates with Sovereign’s Capital’s Mission/Vision/Virtues.

• Is driven and humble. Takes his/her work very seriously, but doesn’t take themselves too seriously. Has high standards and grace. Desires to work with a fast-moving team that holds excellence in very high regard.

Job Duties and Responsibilities

• Serve as the primary Investor Relations team lead for investor support, ensuring timely, warm, and accurate responses.

• Build and maintain systems to receive, respond to, and track all investor queries.

• Coordinate with finance and investment teams on capital call and distribution notices, wire confirmations, quarterly reporting, and LP updates.

• Walk limited partners through the subscription document process with clarity and professionalism.

• Manage investor onboarding workflows, including portal setup, platform access, KYC/AML, Blue Sky filings, and post-close classification.

• Maintain organized data rooms and support the completion of DDQs and routine investor diligence requests.

• Maintain clean, accurate records across IR systems, portals, and investor administration platforms.

• Collaborate with the IR and investment teams on investor events (AGM, Summit, roadshows, vision trips) as needed.

• Meet with LPs independently and alongside senior team members, representing Sovereign’s Capital with excellence.

• Work cross-functionally with finance, ops, and investment teams to ensure investors receive an exceptional experience.

• Travel as needed; work irregular hours as needed.

Compensation

• Competitive base salary commensurate with experience.

• Annual bonus potential.

• Other standard benefits, competitive for a firm of our size.