Sunstone Management is a diversified private capital firm that invests in diverse early-stage tech entrepreneurs. We believe in the aspirational power of Southern California to attract and inspire the world’s most ambitious investors and entrepreneurs. We deliver exciting economic growth opportunities through innovative public-private-partnerships and our unique experience across government, education, and private sectors to support high-quality investment, entrepreneurship, and community development.
We are looking for an Investor Relations Fellow to join our annual Sunstone 6-month Fellowship Program.
JOB DUTIES
35% - Client Development
- Supports organization's marketing efforts by networking, prospecting, identifying, and building new client relationships.
- Develops and maintains client relationships, including ongoing and regular client contact and communications.
- Engage professionally in person, emails and on the phone to assist with every client need or issue
- Source prospective clients and capitalize on referrals
50% - Client Management/Administrative
- Service new and existing clients and provides operational and administrative support to financial advisors
- Coordinate new account opening process including completing KYC, collecting investor-specific information, obtaining relevant executed documents, entering data into databases, and compliance with regulatory procedures.
- Maintain the CRM system to ensure the database properly reflects the status of each client, prospect, and partnership opportunities.
- Prepare client accounts reports including account holdings and investment performance.
- Maintain investor communication: disbursement of investment related documents (capital call, distribution notices, investor statements and K-1s) and regular updates (event invitation, newsletter, corporate announcement, press release and etc)
- Support marketing events and campaigns to introduce Sunstone ecosystem to different communities.
- Assist in the preparation/translation of marketing materials (tear sheet, pitch deck, newsletter and etc) and offering documents (agreements, LPAs, investor info sheet) in English and Chinese for client engagement.
- Perform other projects and tasks, as assigned.
Qualification:
- Be enrolled in graduate studies in a related field at an accredited university in the US with a completion date no later than June 30th of the Program year
- Be able to work 20 to 30 hours per week
- Ability to work onsite at SMI Headquarters in Irvine, CA
- Superb written and oral communications skills
- Experience with Microsoft Outlook, Excel, PowerPoint and Word
- Strong desire to understand the venture capital business, in particular early stage and accelerator investing. Previous professional experience a plus
- Team-orientation and ability to work effectively and cooperatively with both peers and senior professionals in a fast-paced and dynamic environment
- An entrepreneurial spirit, with strong work ethic and high level of self-motivation
- Strong attention to detail, integrity, and professionalism
