Investor Relations And Marketing Associate

Overview

• Serve as a key contact for investor communications, reporting, and due diligence processes in a dynamic hedge fund environment.
• Collaborate with investment and operations teams to ensure accurate and consistent information dissemination to stakeholders.
• Manage investor portals, data rooms, and performance reporting platforms for seamless communication and organization.
• Prepare and quality-check marketing materials, performance reports, and investor questionnaires for external distribution.
• Support ESG reporting initiatives and respond to related diligence requests from investors.
• Maintain templates and compile quarterly investor letters with performance data and internal contributions.
• Utilize advanced software tools for data manipulation, reporting, and CRM management.
• Operate independently in a fast-paced, confidential environment requiring strong judgment and attention to detail.

Key Responsibilities & Duties

• Manage LP communications, including inbox management, scheduling, and investor meeting coordination.
• Update and maintain investor portals, marketing materials, and performance reporting platforms.
• Prepare DDQs, RFPs, and other investor questionnaires with accurate responses and supporting materials.
• Compile and format quarterly investor letters, incorporating performance data and internal edits.
• Coordinate ESG reporting and assist with related investor diligence requests.
• Collaborate with investment and operations teams to ensure data integrity and compliance.
• Act as a resource for LP-facing materials and reporting requests.
• Leverage AI tools to automate processes and enhance efficiency.

Job Requirements

• Bachelor of Arts (BA) degree with 3+ years of relevant experience in a fund environment.
• Proficiency in Microsoft Excel, PowerPoint, and Word for data manipulation and presentation.
• Experience with CRM systems, virtual data rooms, and diligence platforms.
• Strong written and verbal communication skills for investor-facing materials and stakeholder interactions.
• Familiarity with ESG reporting and performance analysis, including understanding key drivers.
• Detail-oriented with a capacity to multitask in a deadline-driven environment.
• Comfortable working independently and managing processes end-to-end.
• Tech-savvy with an interest in leveraging AI tools for process improvement.