Investment Relations & Operations Associate/Manager

Fahrenheit Advisors has been retained in the search for a Investment Relations & Operations Associate/Manager for our growth equity client in the Richmond VA area.

The Company

Blue Heron Capital is an operationally focused investment firm based in Richmond Virginia. We invest in early-stage growth equity companies in the healthcare and enterprise technology industries. At the core of our strategy we firmly believe experience makes the difference in building companies. Therefore we only invest in companies where we have deep relevant experience and can play an active role in the oversight of the business. Our team of dedicated and active Limited Partners includes C-level executives and successful entrepreneurs with decades of experience building and managing vibrant businesses. Blue Heron Capital unlocks this value and allows portfolio management teams to draw on our experience leadership insight and network to accelerate company growth.

Position Summary

Blue Heron is seeking a dynamic resourceful professional to join our team as an Investor Relations and Operations Associate / Manager. This individual will play a critical part in supporting fundraising limited partner (LP) communications marketing initiatives researching and identifying executive talent and other strategic projects. The ideal candidate is entrepreneurial detail-oriented intellectually curious and has strong communication skills. The firm is looking for someone who is eager to contribute across projects big and small in a fast-paced collaborative environment. This is a unique opportunity to gain broad exposure to the private equity landscape while working closely with senior leadership of a growing firm.

Key Responsibilities

LP Relations & Fundraising Support

• Assist in the development formatting and distribution of investor-facing materials including pitch decks fund tear sheets Due Diligence Questionnaires and quarterly reports.
• Coordinate LP communications.
• Manage and maintain the CRM database with investor contacts fundraising progress and follow-up activity.
• Support scheduling logistics and preparation for LP meetings roadshows and diligence sessions.

Marketing & Communications

• Ensure consistency of firm messaging and branding across all touchpoints.
• Manage relationships with third-party vendors (PR firm etc.) as needed including creation and distribution of newsletters investor updates portfolio highlights and website content.
• Monitor industry news and peer activity to inform marketing and communication strategies.

Candidate Research & Talent Mapping

• Conduct targeted research to identify business executives who align with Blue Herons investment thesis or can support portfolio company growth.
• Develop talent maps executive lists and research briefs for investment due diligence portfolio company recruiting and fund marketing.
• Partner with team members to refine search criteria and uncover new networks and candidate pipelines.

Event Planning & Execution

• Lead planning and logistics for firm-hosted events including annual meetings LP dinners Executive roundtables and other networking events.
• Manage vendor coordination invitations RSVP tracking and on-site execution.
• Create memorable experiences that reflect Blue Herons brand and culture.

Special Projects & Strategic Support

• Support ad hoc research projects related to firm growth fundraising or portfolio support (e.g. identifying hospital systems and strategic investors for potential partnership).
• Work cross-functionally to scope and manage project timelines deliverables and progress.

Qualifications

• 37 years of professional experience in investor relations investment consulting manager research operations and/or project management.
• Proven ability to manage multiple priorities with strong attention to detail.
• Experience conducting business research (e.g. LinkedIn Preqin PitchBook Google) and synthesizing findings clearly.
• Excellent organizational and time-management skills.
• Strong interpersonal and communication abilities.
• Self-starter with a collaborative mindset and willingness to pitch in across a wide range of tasks.
• Familiarity with private equity venture capital and institutional asset management.
• Comfort with tools such as Microsoft Office Suite LinkedIn Recruiter etc.

This is a rare opportunity to work alongside a tight-knit team making a meaningful impact in the investment and entrepreneurial ecosystem. Youll gain exposure to high-level strategy talent networks and exciting ventures while shaping the operational heartbeat of the firm.

Required Experience:

Manager