Associate, Relationship Management

About BasePoint Since 2011, BasePoint’s affiliated lending platform has funded over $20.3 billion across specialty finance. BasePoint Advisors LLC ("BPA") is a registered investment adviser that manages private funds pursuing a short‑duration, asset‑based finance strategy, aiming to generate stable income by participating in loans collateralized by specialty finance receivables in the consumer and commercial markets. BPA’s strategy draws on BasePoint’s analytical infrastructure, historical reference data, and domain expertise. As of March 31, 2026, the platform had approximately $6.8 billion outstanding, including $3.1 billion in regulatory assets under management and a direct participation business. Visit basepointgroup.com to learn more. Position Overview We are seeking a driven and detail‑oriented Associate to join the Investor Relations and Capital Formation Team. The role spans both the capital markets business (BasePoint Capital LLC) and the investment advisory business (BasePoint Advisors LLC) and reports to the Global Head of Capital Markets and the President of BasePoint Advisors. The team member will serve as a key contact for investors and participants, managing the onboarding lifecycle, maintaining our investor data infrastructure, and supporting capital formation activities. Why BasePoint Direct exposure to senior leadership within a lean, entrepreneurial 4‑person team The firm has grown approximately $1 billion annually since 2020, with significant ongoing tailwinds to this asset class Competitive compensation with the opportunity for long‑term career growth Essential Responsibilities & Duties Participant Relations and Investor Relations Manage onboarding process for investors and participants (KYC/AML vetting, document collection, distribution of closing documents) Administer and maintain the investor CRM: upload documents, update records, ensure data integrity across all investor files, track contributions and commitments, continuously improve the CRM system Report to key participants on a monthly and/or quarterly basis Capital Formation Oversee the loan participation process and coordinate across teams (legal, tax, operations, etc.) to ensure accurate and timely execution Assist in preparing pitch materials and updating the firm’s general marketing and diligence materials Complete RFP and DDQ requests for current and prospective LPs, coordinating across the firm as needed Identify new investor prospects and assist with outreach Other Support strategic initiatives, ad‑hoc projects, and other analyses as needed Direct loan advisory committee process: interface with committee members, draft memos Coordinate trade execution process Product specialist support Qualifications Minimum experience of 1‑3 years in investor relations, capital markets, investment banking, financial services, or a related field Strong proficiency in Microsoft Office Suite, particularly Excel and PowerPoint; experience with CRM platforms (e.g., Salesforce, HubSpot, or similar) strongly preferred Demonstrated experience managing investor or client documents and data with a high degree of accuracy Excellent verbal and written communication skills; comfortable interfacing directly with sophisticated institutional investors and across the firm Highly organized with the ability to manage multiple concurrent priorities and meet deadlines in a fast‑paced environment Proactive, solutions‑oriented mindset with strong attention to detail #J-18808-Ljbffr BasePoint Group Inc.