Landing Point
Company Overview:
A global investment manager with approximately $20.5 billion in assets under management focuses on opportunities across the private and public credit spectrum. They are seeking an Investor Relations Analyst to support client service, reporting, and marketing efforts across all product lines.
Job Responsibilities:
Prepare and distribute monthly and quarterly client reports and investor updates
Maintain and update the firm’s CRM (Salesforce) and internal workflow trackers
Manage the Investor Relations and Info inboxes, ensuring inquiries are promptly reviewed, tracked, and responded to or escalated appropriately
Monitor and oversee the meeting calendar and prepare related materials, including coordinating, printing, and binding reports and copies as needed
Support marketing efforts by liaising with Compliance to obtain distribution approvals for marketing materials and presentations
Develop an understanding of key regulatory matters and marketing distribution rules, and effectively communicate these rules and disclosures to internal stakeholders
Coordinate and refine custom presentation decks and meeting prep materials for internal and external parties
Contribute to marketing and fundraising materials, ensuring accuracy, consistency, and compliance
Support completion of due diligence questionnaires (DDQs), data requests, and ad-hoc investor inquiries accurately and efficiently
Assist in maintaining consultant databases and data portals, ensuring firm and product information remains current and consistent for external stakeholders
Provide secondary support for new fund activity, capital calls, closings, and distribution reconciliations with Fund Administrators
Identify and implement process improvements leveraging technology, automation, and AI tools to enhance efficiency and accuracy
Qualifications:
Bachelor’s degree in finance, economics, business, or related field
0–1 years of experience (internship or full-time) in finance or related area
Foundational understanding of credit markets and investment structures
Strong proficiency in Microsoft Excel (pivot tables, lookups, and data analysis) and PowerPoint
Familiarity with Salesforce or other CRM applications, business intelligence and reporting tools (e.g., Power BI, Tableau), and Canva or other desktop publishing tools is a plus
Compensation: Salary:
$125,000 – $300,000
#J-18808-Ljbffr
Job Responsibilities:
Prepare and distribute monthly and quarterly client reports and investor updates
Maintain and update the firm’s CRM (Salesforce) and internal workflow trackers
Manage the Investor Relations and Info inboxes, ensuring inquiries are promptly reviewed, tracked, and responded to or escalated appropriately
Monitor and oversee the meeting calendar and prepare related materials, including coordinating, printing, and binding reports and copies as needed
Support marketing efforts by liaising with Compliance to obtain distribution approvals for marketing materials and presentations
Develop an understanding of key regulatory matters and marketing distribution rules, and effectively communicate these rules and disclosures to internal stakeholders
Coordinate and refine custom presentation decks and meeting prep materials for internal and external parties
Contribute to marketing and fundraising materials, ensuring accuracy, consistency, and compliance
Support completion of due diligence questionnaires (DDQs), data requests, and ad-hoc investor inquiries accurately and efficiently
Assist in maintaining consultant databases and data portals, ensuring firm and product information remains current and consistent for external stakeholders
Provide secondary support for new fund activity, capital calls, closings, and distribution reconciliations with Fund Administrators
Identify and implement process improvements leveraging technology, automation, and AI tools to enhance efficiency and accuracy
Qualifications:
Bachelor’s degree in finance, economics, business, or related field
0–1 years of experience (internship or full-time) in finance or related area
Foundational understanding of credit markets and investment structures
Strong proficiency in Microsoft Excel (pivot tables, lookups, and data analysis) and PowerPoint
Familiarity with Salesforce or other CRM applications, business intelligence and reporting tools (e.g., Power BI, Tableau), and Canva or other desktop publishing tools is a plus
Compensation: Salary:
$125,000 – $300,000
#J-18808-Ljbffr