Junior Analyst, Investor Services

Overview

• Join a dynamic Investor Services team as a Junior Analyst, contributing to client reporting, marketing campaigns, and CRM management.
• Gain valuable experience in hedge fund investor relations and marketing within a collaborative and fast-paced environment.
• Develop skills at the intersection of finance, marketing, and client service, supporting cross-functional initiatives.
• Work on-site Monday through Friday in Rowayton, CT, fostering professional growth and teamwork.
• Contribute to marketing analytics, data visualization, and digital content creation efforts.
• Collaborate with various teams to ensure accuracy and consistency in client-facing materials.
• Assist with event preparation, investor meetings, and industry conferences, enhancing organizational presence.
• Engage in ad hoc client requests, serving as a point of contact for inquiries and support.

Key Responsibilities & Duties

• Support marketing initiatives such as email campaigns, content distribution, and website updates.
• Maintain CRM records, contact lists, and distribution groups for compliant client communications.
• Assist in producing and distributing monthly, quarterly, and ad hoc investor reports.
• Analyze marketing engagement metrics, website traffic, and client interaction data.
• Coordinate investor meetings, industry events, conferences, and roadshows.
• Collaborate with investment, compliance, operations, and investor relations teams for accurate materials.
• Support content creation efforts, including presentations, factsheets, videos, and thought leadership campaigns.
• Update and maintain product and firm data across industry databases.
• Address ad hoc client requests and inquiries, ensuring timely and professional responses.

Job Requirements

• Bachelor's degree in a relevant field is required.
• 1–3 years of professional experience in financial services, marketing operations, or investor relations.
• Proficiency in Excel and data manipulation is essential.
• Strong attention to detail, organizational skills, and ability to manage multiple projects.
• Excellent communication skills for effective collaboration and client interaction.
• Familiarity with digital content platforms, marketing analytics tools, and CRM systems is a plus.
• Series 3 certification will be required after joining.
• Comfort working on-site in Rowayton, CT, Monday through Friday.
• Eagerness to develop firm, product, and industry knowledge to support team efforts.