LuminArx Capital
Marketing and Performance Reporting Analyst
Location: New York City, on?site Compensation range: $150,000 - $199,000 About the Job LuminArx is a rapidly growing alternative investment manager focused on special situations investing, managing over $4?billion in AUM. We are seeking a Marketing & Performance Reporting Analyst. This role will be instrumental in driving investor engagement, enhancing transparency through high?quality reporting, and supporting ongoing fundraising initiatives. This role provides a comprehensive view of our business, allowing you to collaborate with diverse teams across the organization, including Investment, Operations, Accounting, Legal, and Compliance. Key Responsibilities Marketing & Investor Communications Prepare monthly investor reports for prospects and current investors, highlighting performance, positioning, and firm developments. Maintain and regularly update the firms marketing deck, monthly performance summaries, and capital call teasheets. Coordinate with third?party platforms, databases and consultant websites to ensure accurate and timely updates. Support the preparation and submission of RFIs, DDQs, and other due diligence materials for prospective investors. Assist in the preparation of monthly investor call materials and talking points for senior management.
Performance Reporting & Data Management
Develop a deep understanding of LuminArxs data and reporting systems, identifying key data sources for both recurring and ad?hoc investor reporting. Prepare custom and standardized performance reports for investors and internal stakeholders, ensuring accuracy and consistency. Collaborate with the operations and finance teams to reconcile reported data with fund accounting and performance systems. Support the ongoing refinement of data automation and visualization tools used for investor reporting.
Investor Outreach & Relationship Tracking
Research and identify prospective investors (LPs) through event lists, databases, and other sources; conduct targeted outreach to schedule meetings. Maintain and update investor records, ensuring complete and organized data for marketing segmentation and tracking. Track and manage investor requests, ensuring timely responses and accurate documentation of interactions.
Process Improvement & Cross?Functional Collaboration
Partner with data, operations, and investment teams to streamline reporting workflows and improve automation. Contribute to the development of new templates and dashboards for performance analysis and investor reporting. Continuously identify and implement process improvements to enhance efficiency and accuracy.
Qualifications
Detail?Oriented : Exhibit meticulous attention to detail and a commitment to producing high?quality work. Innovative Thinker : Possess a can?do attitude with a self?motivated drive, capable of thinking outside the box and proposing creative solutions. Team Player : Willingness to go the extra mile and contribute as part of a high?performing team. Effective Communicator : Always maintain open communication, ensuring clarity and transparency. Collaborative : Ability to work well people and follow processes, fostering a positive culture and work environment. Ownership : Take full responsibility for work products and processes, demonstrating accountability and initiative. Analytical Skills : Excellent analytical and problem?solving skills. Relationship Management : Skill in managing relationships and workflows with LPs, ensuring seamless collaboration. Organizational Excellence : Demonstrate superior organizational skills, efficiently managing multiple tasks and priorities. Time Management : Ability to multitask and work effectively within tight timeframes. Technical Proficiency : Strong Excel skills are essential; experience with VBA, coding, and AI is a plus.
Seniority Level
Entry level
Employment Type
Full?time
Job Function
Research, Analyst, and Information Technology
Industries
Investment Management
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Location: New York City, on?site Compensation range: $150,000 - $199,000 About the Job LuminArx is a rapidly growing alternative investment manager focused on special situations investing, managing over $4?billion in AUM. We are seeking a Marketing & Performance Reporting Analyst. This role will be instrumental in driving investor engagement, enhancing transparency through high?quality reporting, and supporting ongoing fundraising initiatives. This role provides a comprehensive view of our business, allowing you to collaborate with diverse teams across the organization, including Investment, Operations, Accounting, Legal, and Compliance. Key Responsibilities Marketing & Investor Communications Prepare monthly investor reports for prospects and current investors, highlighting performance, positioning, and firm developments. Maintain and regularly update the firms marketing deck, monthly performance summaries, and capital call teasheets. Coordinate with third?party platforms, databases and consultant websites to ensure accurate and timely updates. Support the preparation and submission of RFIs, DDQs, and other due diligence materials for prospective investors. Assist in the preparation of monthly investor call materials and talking points for senior management.
Performance Reporting & Data Management
Develop a deep understanding of LuminArxs data and reporting systems, identifying key data sources for both recurring and ad?hoc investor reporting. Prepare custom and standardized performance reports for investors and internal stakeholders, ensuring accuracy and consistency. Collaborate with the operations and finance teams to reconcile reported data with fund accounting and performance systems. Support the ongoing refinement of data automation and visualization tools used for investor reporting.
Investor Outreach & Relationship Tracking
Research and identify prospective investors (LPs) through event lists, databases, and other sources; conduct targeted outreach to schedule meetings. Maintain and update investor records, ensuring complete and organized data for marketing segmentation and tracking. Track and manage investor requests, ensuring timely responses and accurate documentation of interactions.
Process Improvement & Cross?Functional Collaboration
Partner with data, operations, and investment teams to streamline reporting workflows and improve automation. Contribute to the development of new templates and dashboards for performance analysis and investor reporting. Continuously identify and implement process improvements to enhance efficiency and accuracy.
Qualifications
Detail?Oriented : Exhibit meticulous attention to detail and a commitment to producing high?quality work. Innovative Thinker : Possess a can?do attitude with a self?motivated drive, capable of thinking outside the box and proposing creative solutions. Team Player : Willingness to go the extra mile and contribute as part of a high?performing team. Effective Communicator : Always maintain open communication, ensuring clarity and transparency. Collaborative : Ability to work well people and follow processes, fostering a positive culture and work environment. Ownership : Take full responsibility for work products and processes, demonstrating accountability and initiative. Analytical Skills : Excellent analytical and problem?solving skills. Relationship Management : Skill in managing relationships and workflows with LPs, ensuring seamless collaboration. Organizational Excellence : Demonstrate superior organizational skills, efficiently managing multiple tasks and priorities. Time Management : Ability to multitask and work effectively within tight timeframes. Technical Proficiency : Strong Excel skills are essential; experience with VBA, coding, and AI is a plus.
Seniority Level
Entry level
Employment Type
Full?time
Job Function
Research, Analyst, and Information Technology
Industries
Investment Management
#J-18808-Ljbffr