Senior Associate Investor Relations in Anthos Capital in Santa Monica, CA

Anthos Capital (“Anthos”) is an investment partner to exceptional entrepreneurs building leading growth-stage companies. We invest in and help support disruptive companies that positively impact their markets and communities, while generating strong shareholder returns. Anthos was founded in 2007, manages assets totaling more than $3 billion, and is headquartered in Los Angeles with outposts in Seattle, San Francisco, New York, and Charlotte.

The Investor Relations (IR) Associate will support investor relations, fundraising, co-investment, and external communications activities across Anthos and its funds. This includes involvement in, and in some cases leading, the underlying processes, reporting, and creation of materials that allow Anthos to be thoughtful, accurate, responsive and efficient to its internal and external constituents:

• Anthos IR’s primary “customer” is the range of limited partners (LPs) already committed to Anthos (e.g., endowments, pensions, family offices, foundations), as well as prospective LPs with whom Anthos is building relationships for potential future commitments.
• Internally, the IR team’s “customers” are Anthos’ leadership and other teams, all of whom use IR information and materials.

The IR Associate role is comprehensive and dynamic, and includes the following key responsibilities:

Investor Relations

• Maintenance of fundraising materials. Monthly roll-forward of marketing presentation and quarterly updating of data room materials (during a fundraise), with oversight and involvement of Head of IR. Input in new slide development and other improvements to existing materials.
• Involvement in quarterly LP reports. Creating report shell, extracting relevant data from portfolio reporting software (Cobalt), and coordinating Operations’ review of report. Distribution of report to LPs (via Mailchimp).
• Maintenance of internal team materials, such as portfolio summary notes, company liquidity tracker, and other items.
• Preparation for and involvement in LP meetings. Working with Head of IR to prepare for LP meetings and calls, with eventual participation in such LP interactions. Includes creating agenda, drafting talking points, involvement in internal prep discussions, and other activities.
• Completion of LP requests. Involvement in bespoke questionnaires/RFPs, analytical requests, surveys, and other LP deliverables that may involve use of Cobalt and coordination with other Anthos teams. Includes ESG and DE&I requests.
• Interaction with Anthos’ placement agent (PA). Join Head of IR on weekly status calls with PA and engage directly with PA team as needed throughout the week (e.g., in planning LP calls/meetings, completing diligence work, sharing post-meeting recaps).
• Involvement in Annual Meeting (AGM) and other LP events. Working closely with Head of IR and Anthos leadership on all aspects of the AGM, including logistics/planning, speaker coordination, slide creation, theme & design, outline & talking points, and other areas. Involvement in planning and hosting other LP events, such as Dinner Series and networking events.
• Maintenance of CRM (Affinity). Developing with Head of IR an ongoing plan to populate and utilize new CRM, as well as manage, update, and pull information on existing and prospective LPs. Includes creation of fundraise tracking reports and ensuring meeting notes are loaded into CRM daily.
• Involvement in other projects, such as Anthos’ ESG efforts and global conference considerations and preparations.
• Maintenance of key benchmark data. Maintain Anthos’ information on Preqin, Crunchbase, Pitchbook, and other databases. Report to broader IR team how Anthos’ funds are tracking vs. benchmarks.

Portfolio Monitoring

• Collection of monthly reporting data from portfolio companies, inputting such data into portfolio reporting software (Cobalt), and incorporating relevant information into our quarterly LP reports (see second bullet below). “Ownership” of Cobalt (with involvement of Growth and Operations teams), with ability to generate reports as needed.

Operations

• Assist with updates to internal funds model. Collaborate with Vice President of Financial Planning & Analysis (FP&A) on updating and improving the internal funds model. Will entail gaining an understanding of how we calculate and report position and fund performance including the impact of market conditions and portfolio company performance on the overall fund.
• Assist with the portfolio valuations. Assist Vice President, FP&A in performing the portfolio valuations, gaining an understanding of the valuation approaches and models that we use.  This includes interfacing with the external valuation provider. Valuation is one of the use cases for the portfolio company data that we collect, enabling you to build on your knowledge of our portcos.
• Conceive, design, and develop new reports that are useful to the Anthos team in general.

Requirements

• 2-3 years of consulting, investment banking, or similar analytical experience at a leading company
• Strong interest in venture capital and growth investing
• Proven understanding of finance principles to interpret and analyze financial statements, earnings reports and market data
• Entrepreneurial, creative, and hardworking; desire for a firm culture that prioritizes these skills
• Professional, articulate, and strong communicator. Capable of delivering clear and articulate presentations to a varied audience
• Excellent interpersonal skills, attention to detail, analytical abilities, work ethic & motivation, and desire to work with all teams within Anthos
• Strong writing skills and desire to create and improve presentations
• Familiarity with G-Suite applications and Keynote presentations; comfort with financial models, using database tools and exploring and leveraging new technologies
• Ability to build and maintain strong relationships, always representing Anthos to the highest standard
• Incredible organizational capabilities with the ability manage multiple competing priorities at once

What you’ll get from us

• Compensation Range: $125,000 – $200,000 + up to a 25% bonus
• Comprehensive Medical, Dental and Vision Insurance, including a complimentary One Medical membership
• Additional benefits include a $2000 annual professional development stipend, $400 one-time home office set-up stipend, $100 monthly cell phone stipend, $100 monthly wellness stipend and more