Position Title: Investor Relations
Reporting To: Co – CEOs
Location: Greater Chicago Area
The Company: Tyree & D’Angelo Partners www.tdpfund.com
Company Overview
Tyree & D'Angelo Partners ("TDP") is a private equity investment firm that focuses on control investments in the lower middle market (companies with $1-5M of EBITDA). We look for investments where we can establish true collaborative partnerships with business owners and management teams that will lead to substantial value creation over a long-term investment horizon, with different types of flexible capital (private equity, credit, and real estate) to meet Lower Middle Market business owners’ needs: https://www.tdpfund.com/capital/.
TDP’s track record of building high-growth and lower risk companies is driven by a buy & build investment strategy, that is based on tested methods of value creation and a true partnership approach with executives and business owners. TDP works in collaboration with executive leaders utilizing an investment thesis driven process designed to build companies with a differentiated customer value proposition.
TDP invests in the healthcare, consumer, and business services sectors, focusing on high-quality founder owned businesses that we can grow with our high probability of success process. TDP companies have completed over 900 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management. For more information, please visit www.TDPfund.com
Position Overview
TDP is seeking an experienced professional with direct institutional investor relationships, a strong track record of client management and/or capital raising in the private markets (with a focus on private credit), and the ability to effectively communicate an investment strategy to prospective investors with the goal of raising capital. The successful candidate will have the following core set of responsibilities:
Primary Responsibilities
Investor Prospecting and Relationship Management:
- Identify and nurture new prospective investor targets, including but not limited to: endowments, insurance companies, RIAs, family offices, foundations, fund of funds, asset managers and consultants
- Strengthen existing client relationships that align to TDP’s mission and values
- Oversee the entire pipeline of investor prospects including lead generation, initial introductory calls/meetings and ongoing engagement
- Serve as a point of contact for existing and potential investors, responding to inquiries and providing timely updates on fund performance, market trends and other relevant information
Strategic Marketing and Communication:
- Acquire a comprehensive understanding of TDP’s differentiated investment strategy including the organization’s history, industry leading returns, portfolio companies, exceptional team and collaborative culture
- Develop a thorough understanding of the market by monitoring industry trends and assessing the competitive landscape, etc. in order to create compelling messages to prospective investors
- Promote TDP’s market position, competitive advantage and value proposition to prospective investors
- Lead the creation and delivery of presentations, reports and other marketing assets to articulate TDP’s investment opportunity
Performance and Personal Competencies
Established and strong institutional investor relationships:
- Highly regarded within the investment community
- Experience developing and managing relationships institutional investors
- History of consulting institutional investors and ability to secure funding from high quality investors
- Understanding of the private credit/equity fundraising process and exceeding investor expectations
Market Knowledge:
- Knowledge of credit markets, industry trends, regulations and developments
- Proficient in implementing and executing various credit strategies to optimize portfolio performance
Communication and Relationship Building Skills:
- Capability of articulating and selling investment strategy and engaging in solutions-oriented discussions with prospective investors
- Naturally able to connect and build strong relationships with others, strong emotional intelligence and ability to communicate clearly and persuasively
- Proven interpersonal communication skills with well-developed presentation skills
Entrepreneurial mindset, with an ability to be nimble and work without a playbook:
- Creative approach to developing new, innovative ideas to drive investor pipeline
- Self-motivated and proactive individual with an ability to work independently at times without a high degree of hand holding
Strong academic credentials, work ethic and a genuine passion for excellence:
- Strong investment and analytical acumen, decision making and problem-solving skills
- Ability to work under pressure to meet tight deadlines
- Ability to multitask, prioritize and manage multiple responsibilities and work in a fast-paced environment
- Detail-oriented, with superior organizational and time management skills
- Ability to set clear and challenging goals while committing to improved performance
- Strong work ethic, honesty and intellectual curiosity
Team player with positive attitude and pro-active approach to work:
- Willingness to work in a small, collaborative team environment
- Ability to work independently, yet comfortable as part of a dynamic team
- Ability to work well with a variety of people at all levels of the organization
- Strong moral compass and ethics
Desired Skills & Experience
- Undergraduate degree from a well-respected institution
- Minimum of 5+ years of financial services or consultant experience in an outward facing role
Minimum of 3+ years successfully initiating and developing institutional investors relationships and preferably raising capital for private funds, preferably in private credit and/or private equity
