You are viewing a preview of this job. Log in or register to view more details about this job.

Investor Relations Associate

Tree Line Capital
Email

Job Announcement: Investor Relations – September 2025

Tree Line Capital Partners, LLC (“Tree Line” or “TLCP”) is seeking to hire in Investor Relations team member in its New York office, with a target start date in October 2025.

 

About Tree Line: 

Tree Line Capital Partners is a private credit asset management firm focused on direct lending to the lower middle market. The firm provides first lien term loans, unitranche term loans and equity co-investments to lower middle market borrowers with between $5M-$30M of EBITDA in North America in transaction sizes up to $150M. Tree Line currently manages $4.4B in investable capital, and has completed over 450 transactions for acquisitions, recapitalizations, refinancings, expansion projects and other growth capital needs. Tree Line’s team has extensive direct lending experience spanning multiple economic cycles and has generated significant repeat investment opportunities from the private equity community through reliable execution coupled with a direct relationship approach. 

Tree Line is headquartered in San Francisco with offices in New York and Austin.

 

Job Description: 

Tree Line is seeking an Investor Relations team member (the “Candidate”) with strong quantitative, analytical and communication skills who can support the Managing Director, Head of Investor Relations, in leading the various aspects of Investor Relations and Marketing at the firm. Primary duties and responsibilities may include but are not limited to: 

  • Supporting best in class relationship management processes, including meeting preparation, follow-up and management of CRM and pipeline
  • Assisting with the completion of RFPs, DDQs and other ad-hoc investor requests
  • Analyzing and monitoring existing investor returns, key metrics and trends
  • Tracking market and portfolio stats and utilizing data to help craft marketing message
  • Supporting Senior leadership in fostering relationships with existing and prospective investors Managing Quarterly Investor Letter communications
  • Assisting with the production of the Annual Report and Annual Meeting 
  • Overseeing the investor portal and data rooms 

 

The Candidate will need to develop a strong understanding of Tree Line, its portfolio companies and both its lending and fund products to effectively be able to support investor meetings, conference calls, presentations, and other projects.  Maintaining the ability to multi-task and proving to be scalable is critical to the success of a Candidate within our growing organization. Depending on experience, the Candidate’s title at Tree Line may be Analyst, Associate, or Senior Associate. The Candidate must be able to work collaboratively with other Tree Line departments including, but not limited to the Investment, Risk Management, Finance & Accounting and Compliance teams. The Candidate will work directly under the Managing Director, Head of Investor Relations 

 

Basic Qualifications: 

  • Undergraduate Bachelors’ Degree in Business (Finance, Accounting, Business Administration, Economics, etc.)
  • 1-3 years of professional experience, with a financial services background strongly preferred
  • Strong proficiency in Microsoft Office Suite (Excel, Power Point, and Word)

 

Desired Characteristics: 

  • Superior academic achievement.
  • High level of attention to detail and intellectual curiosity.
  • Able to work in a fast-paced, dynamic environment that requires an ability to balance being a self-starter with being a collaborative team member. 
  • Uncompromising integrity in the face of a challenge. 
  • Excellent analytical, organization, communication and research skills with the ability to succinctly express and present ideas.
  • Ability to analyze problems and develop solutions  
  • Demonstrated ability to develop and maintain positive working relationships with colleagues of all levels

 

Compensation, Benefits and Culture: 

The salary range for this role is $120,000 and $150,000 in base pay, exclusive of any bonuses or benefits, and will be dependent upon candidate experience, and title. The annual bonus range for this role is discretionary, pro-rated based on start date within a calendar year, and depends on experience, personal performance and company performance. Benefits include medical, dental, vision, life & disability insurance, 401k employer contributions, hybrid work policy, and generous flexible time off policy.  

 

The Tree Line team strives to embody our values both inside and outside of work. All employees join our weekly investment committee calls, providing direct access to management and the transparent discussion of strategy for the overall business. Our leadership team provides an environment of clear feedback via E360 reviews for all team members and the company as a whole, helping to foster continued career development. 

 

Please reach out to Ally Yeargan, VP, ESG + People to learn more – ayeargan@treelinecp.com .