Investor Relations Analyst – Graduate Full Time NEW

Ethos Partners

Established in 2017, Ethos Partners is a private investment office focused on investing in small private businesses with potential. We are a collaborative team of experienced investors and entrepreneurs dedicated to nurturing the growth of UK SMEs by investing our own funds alongside capital from our investor network of experienced high net worth individuals.

Ethos Partners invests £4m to £10m of supportive capital in established, ambitious UK companies and seeks to add value from our entrepreneurial backgrounds and board experience and contacts. At the heart of Ethos Partners’ business model is the principle of alignment of interests with our 600+ investors, with the Ethos team investing their own capital alongside them in every transaction. Trust and relationships with our investors are paramount to everything we do.

Ethos is looking for a personable and professional individual with strong communication skills and excellent attention to detail to join the firm. The role will focus on fund administration and supporting investor relations, helping to continuously improve the service we provide to our investors. You would be joining a collaborative and inclusive team of eight, each with a range of institutional backgrounds. This position would suit a recent graduate or early career candidate interested in a career in private equity and investor relations. Ethos is an equal opportunity employer.

Role and responsibilities

Fund Administration

1. Liaise with Apex Unitas, Ethos’ third-party nominee and custodian
2. Accurately manage all income and capital records for each investment in Excel, including ad hoc updates and quarterly cash and capital reconciliations
3. Reconciliation and allocation of investee company interest payments and other distributions across the relevant investors each quarter
4. Preparation of documents (such as new investment instructions, payment instructions, distribution allocation forms) throughout the investment lifecycle
5. Support compilation and distribution of the biannual Portfolio Report
6. Support the CFO in the production of various FCA regulatory returns such as AUM and AIF reporting
7. Ad hoc projects

Investor Relations

1. Onboard new investors, including preparing and processing onboarding documentation (Customer Agreements, AML documents, Custody and Nominee Registration documents)
2. Support the maintenance of investor records and client relationship management through the CRM (FolioMetrics)
3. Reply to investor emails during a live deal to help resolve any investor queries
4. Assist with the organisation and management of investor events such as golf days, investor breakfasts, and an annual investor meeting for 80+ investors
5. Manage Ethos’ digital footprint including LinkedIn posting, podcasts and deal videos, and Ethos website

Qualifications required

1. Strong Excel skills and comfortable working with financial data
2. Interest in Financial Services, Private Equity, and Investor Relations
3. Excellent communicator and ability to work within a small team

eFCSoSe