Investor Relations Specialist

Firm Overview

Role Overview

European LP Relationship Ownership & Coverage

• Serve as a primary relationship manager for a portfolio of European institutional LPs and key intermediaries (consultants, placement partners where relevant).
• Build multi-threaded relationships across CIO offices, private markets teams, risk, operations, legal, and ESG stakeholders.
• Develop and execute account plans to deepen share-of-wallet, expand product penetration, and increase retention/re-ups.
• Drive a high-touch coverage model: regular investor updates, portfolio reviews, thematic insights, on-site visits, and ad hoc support.

Capital Raising & Product Positioning

• Support fundraising efforts across Lunate’s private markets strategies (as applicable), potentially including:

• Private Equity (buyout/growth/venture/co-investments)

• Private Credit (direct lending, special situations, structured credit)
• Real Assets / Infrastructure / Real Estate
• Secondaries / GP-led / LP-led solutions
• Multi-asset private markets solutions / bespoke mandates
• Articulate investment theses, pipeline, portfolio construction, risk frameworks, and performance drivers with institutional-grade clarity.
• Coordinate end-to-end investor diligence processes: data room, Q&A, IC materials, operational due diligence support, and closing deliverables.

Investor Communications, Reporting & Governance

• Own the preparation and delivery of investor materials: quarterly letters, factsheets, DDQs/RFPs, annual meeting materials, and ad hoc requests.
• Ensure accuracy, consistency, and compliance across communications; partner closely with Legal/Compliance and Finance.
• Support AGM / LPAC processes where relevant: agendas, minutes, presentations, governance and approvals.

Market Intelligence & Strategic Input

• Provide structured feedback to leadership on European LP sentiment, competitor activity, pricing/terms, allocation trends, regulatory changes, and consultant dynamics.
• Identify product gaps and investor needs; contribute to product development and go-to-market planning.
• Maintain a forward-looking pipeline of prospective investors and strategic partnerships in Europe.

Internal Collaboration & Operating Excellence

• Work seamlessly across investment teams and platform functions to bring investors timely insights and solutions.
• Maintain disciplined CRM hygiene and reporting (pipeline, activity, next steps, probability-weighted forecasts).
• Mentor junior IR team members (Associates/Senior Associates) and contribute to a high-performance, client-first culture.

Required Experience & Qualifications

• 9–12 years of relevant experience in Investor Relations / Capital Formation / Institutional Sales / Client Solutions within private markets (GP, fund-of-funds, secondaries platform, private credit manager, infrastructure/real assets manager, or top-tier placement/IB coverage with demonstrable LP-facing exposure).
• Proven track record covering European institutional investors and navigating consultant/gatekeeper ecosystems.
• Demonstrable experience across multiple private markets strategies (not limited to one product), with the ability to discuss fund mechanics, performance attribution, valuation basics, and portfolio construction.
• Strong commercial judgment and relationship skills; able to build trust with senior stakeholders.
• High-quality written and verbal communication skills; experienced in building investor materials and responding to DDQs/RFPs.
• Strong project management capability; comfortable running multiple parallel diligence processes and coordinating internal teams.
• Working knowledge of private markets fund structures (limited partnerships, fee & carry, subscription lines, liquidity mechanics, co-invest, side letters).
• Bachelor’s degree required; advanced degree (MBA/Master’s) and/or professional designation (e.g., CFA, CAIA) is a plus.