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Sabrina, Investor Relations at Right Side Capital Management: Advize Career Interview

A career in investor relations offers exciting opportunities for growth and impactful networking.

A volunteer tax experience unexpectedly launched a career path progressing through financial planning internships at Ameriprise and a smaller RIA, culminating in a high-impact role at Right Side Capital Management, managing $150 million in funds.

The daily work involves meticulous organization, managing LP communications, and navigating compliance processes. Success demands strong communication, attention to detail, and proficiency in financial tools like Excel.

The most rewarding aspects include client interaction and the collaborative, fast-paced environment.

While challenges exist, such as managing client communication and past experiences with poor management, the industry offers flexibility and continuous learning.

Aspiring professionals should focus on building a strong network, gaining practical experience, and considering entry-level positions like client services associate or analyst.

Job mobility is key to maximizing earning potential, with significant salary increases often achievable by changing employers.

College students should take advantage of internships and career counseling to explore different paths and build valuable skills, even opening personal investment accounts to gain market insights.

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

Sabrina Waite

Investor Relations

Right Side Capital Management

Cal Lutheran University

NA

Business & Related, Finance

Finance (Banking, Fintech, Investing)

Operations and Project Management

Scholarship Recipient, Took Out Loans, Worked 20+ Hours in School, Greek Life Member, Transfer Student

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Career Path of an Investor Relations at Right Side Capital Management

Sabrina's career path began with a volunteer tax preparation program in college, which unexpectedly led to internships in financial planning at Ameriprise Financial and a smaller RIA, solidifying her interest in financial planning. This led to roles with increasing responsibility in client services and then a move into venture capital, first at Manhattan West and now as an Investor Relations professional at a firm raising $150 million, where Sabrina finds the work "the best thing for me yet."

Career Path of an Investor Relations at Right Side Capital Management

Main Responsibilities of Investor Relations at Right Side Capital Management

Sabrina's main responsibilities as Investor Relations at Right Side Capital Management involve managing limited partner (LP) communications, including "quarterly statements, account balances, and capital calls," and overseeing the LP portal and CRM. A significant portion of the role centers on the subscription process for new funds, which includes a rigorous "anti-money laundering process" and verification of investor credentials to ensure compliance.

Main Responsibilities of Investor Relations at Right Side Capital Management

A Day In The Life Of Investor Relations At Right Side Capital Management

Sabrina's remote Investor Relations role at Right Side Capital Management prioritizes organization, using Notion to manage tasks and employing a "do your most tedious task first" approach. Effective communication with supervisors is key, as Sabrina emphasizes "always over communicate throughout my day," to ensure transparency and avoid misunderstandings in a remote work environment.

A Day In The Life Of Investor Relations At Right Side Capital Management

Most Important Skills For an Investor Relations Job at Right Side Capital Management

Sabrina, an Investor Relations professional, emphasizes the critical need for "organization, attention to detail, and communication," highlighting the importance of proficiency in Microsoft Excel and other finance tools for efficient workflow. The interview reveals the high stakes of accuracy in finance, stating that "if your number is off by one decimal...it can totally affect the rest of your calculations," and the necessity of clear communication, particularly in a remote work environment, through consistent updates and shared task lists.

Most Important Skills For an Investor Relations Job at Right Side Capital Management

Favorite Parts of Being an Investor Relations at Right Side Capital Management

Sabrina, in Investor Relations at Right Side Capital Management, most enjoys "investor communication" and the personal connections this client-facing role provides, a stark contrast to more behind-the-scenes finance roles. The personal touch points, from clients sharing "their new real estate" to children chiming in on calls, add a social aspect Sabrina finds rewarding.

Favorite Parts of Being an Investor Relations at Right Side Capital Management

Biggest Challenges Faced by Investor Relations at Right Side Capital Management

Sabrina's most significant career challenge stemmed from "poor management" in a previous role, highlighting the crucial impact of communication and its potential to cause overwhelm; currently, navigating "client gap communication" at Right Side Capital Management requires a delicate balance, finding the right approach to ensure timely responses without alienating clients.

Biggest Challenges Faced by Investor Relations at Right Side Capital Management

Favorite Parts of Working in the Finance Industry as an Investor Relations

Sabrina, an Investor Relations professional, appreciates the "flexibility" in her role at Right Side Capital Management, allowing for adaptable scheduling. The "black and white" nature of finance, where "the numbers don't lie," combined with a collaborative environment of "smart people," provides continuous learning and a professional, business-oriented atmosphere.

Favorite Parts of Working in the Finance Industry as an Investor Relations

What Type Of Person Thrives In Finance, According To Investor Relations At Right Side Capital Management

To thrive in the finance industry, Sabrina emphasizes the importance of being "self-motivated" and adaptable to various personalities and fast-paced environments, while also possessing the ability to "stand up for yourself" and effectively delegate tasks to maintain accuracy and achieve "110% effort" in all endeavors. The capacity to balance assertiveness with openness to new challenges and requests is key to success.

What Type Of Person Thrives In Finance, According To Investor Relations At Right Side Capital Management

What An Investor Relations At Right Side Capital Management Wishes They Had Known Before Entering The Finance Industry

Sabrina, an Investor Relations professional at Right Side Capital Management, emphasizes the crucial role of networking, stating "networking is key...always having those connections," and advises maintaining a professional demeanor because "you never know who you're sitting next to". Additionally, the interview reveals a key insight for aspiring finance professionals: licensing is not always a requirement for success within the industry.

What An Investor Relations At Right Side Capital Management Wishes They Had Known Before Entering The Finance Industry

Entry-level Positions for Aspiring Investor Relations Professionals

Sabrina, an Investor Relations professional at Right Side Capital Management, highlighted "client services associate" and "analyst" roles as excellent entry-level options, noting that the latter "can be a little bit more cutthroat" but offers faster advancement opportunities. Other entry-level paths mentioned included portfolio manager positions, offering a hands-on approach to daily stock analysis and investment choices.

Entry-level Positions for Aspiring Investor Relations Professionals

Significant Career Lesson From Investor Relations At Right Side Capital Management

Sabrina's significant career lesson is that job mobility can significantly boost earnings; "moving around jobs... I doubled my salary," and this experience, coupled with observations of colleagues, shows that salary increases exceeding 10% are often attainable by changing employers, rather than relying on incremental raises at a single company.

Significant Career Lesson From Investor Relations At Right Side Capital Management

College Experiences That Helped An Investor Relations At Right Side Capital Management Succeed

To prepare for a finance career, Sabrina recommends hands-on experience like opening "your own investment account" to learn market trends and risk levels firsthand. Further, she emphasizes the value of multiple internships to explore different company cultures and leverage career counseling services, stating that "they definitely had a lot of advice and guidance."

College Experiences That Helped An Investor Relations At Right Side Capital Management Succeed
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