Investor Relations Analyst

Overview

• Collaborate with the Client Relationship Manager to support client relationships, prospects, and key investment consultants.
• Analyze and collate data points to deliver succinct communications to clients and consultants.
• Assist in client onboarding processes and respond to investor due diligence inquiries.
• Coordinate with internal teams to gather necessary information and materials for clients and prospects.
• Support fundraising efforts by leveraging databases to identify prospective investors and track progress.
• Maintain internal databases to ensure accurate and up-to-date information.
• Engage in both internal coordination and external client interactions, including meetings and communications.
• Demonstrate strong attention to detail and multitasking abilities in all responsibilities.

Key Responsibilities & Duties

• Address the needs of institutional clients across North America, ensuring timely responses to queries.
• Prepare materials for client and prospect meetings, including portfolio updates and performance analyses.
• Respond to investor due diligence questions and assist in onboarding processes.
• Coordinate with investment, operations, legal, and compliance teams to gather necessary information.
• Support fundraising efforts by identifying prospective investors and tracking progress.
• Maintain and update internal databases to ensure accuracy and accessibility.
• Demonstrate professionalism, confidentiality, and discretion in all client interactions.
• Engage in both internal coordination and external client communications effectively.

Job Requirements

• Bachelor of Science (BS) degree required.
• 1-2 years of experience in asset management or private equity preferred.
• Strong relationship-building and analytical skills.
• Proficiency in computer software packages and database management.
• Excellent written and verbal communication skills.
• FINRA Series 7 & 63 certifications required.
• Ability to work independently and meet key deadlines.
• Demonstrated attention to detail and multitasking abilities.