Investor Relations & Operations Analyst
Congruence Capital, Los Angeles, California, United States, 90079
Position Overview
We are seeking an
Investor Relations & Operations Analyst
to join our team in a career-track role to support capital raising, fund operations, portfolio analytics, investor communications, and ongoing investor engagement. The ideal candidate will have 0 - 6 years of relevant experience and an ability to synthesize complex information into clear, concise storytelling.
Key Responsibilities
Support capital raising efforts, including developing marketing materials and due diligence responses
Serve as a point of contact for existing and prospective investors, helping manage requests and follow-ups
Coordinate investor meetings, calls, and conferences
Assist with fund reporting, subscription and redemption tracking, and coordination with administrators
Assist with fund and trade operations, including various portfolio analytics
Work with investment team to translate portfolio activity and performance into clear investor messaging
Monitor industry best practices and communications of peer investment firms
Qualifications
0 - 6 years in investor relations, fund operations, or other relevant experience
Ability to thrive in a fast-paced, high-growth environment with limited structure
Excellent written and verbal communication skills
Strong understanding of various investment firm strategies and investment philosophies
Attention to detail and strong organizational abilities
Proficiency in PowerPoint and Excel
Proven ability to manage time effectively, prioritize responsibilities, and deliver high-quality work with minimal supervision
Ability to handle confidential information with discretion
Location This position is based in our Los Angeles office.
How to Apply Please email
careers@congruencecapital.com
with your resume.
#J-18808-Ljbffr
Investor Relations & Operations Analyst
to join our team in a career-track role to support capital raising, fund operations, portfolio analytics, investor communications, and ongoing investor engagement. The ideal candidate will have 0 - 6 years of relevant experience and an ability to synthesize complex information into clear, concise storytelling.
Key Responsibilities
Support capital raising efforts, including developing marketing materials and due diligence responses
Serve as a point of contact for existing and prospective investors, helping manage requests and follow-ups
Coordinate investor meetings, calls, and conferences
Assist with fund reporting, subscription and redemption tracking, and coordination with administrators
Assist with fund and trade operations, including various portfolio analytics
Work with investment team to translate portfolio activity and performance into clear investor messaging
Monitor industry best practices and communications of peer investment firms
Qualifications
0 - 6 years in investor relations, fund operations, or other relevant experience
Ability to thrive in a fast-paced, high-growth environment with limited structure
Excellent written and verbal communication skills
Strong understanding of various investment firm strategies and investment philosophies
Attention to detail and strong organizational abilities
Proficiency in PowerPoint and Excel
Proven ability to manage time effectively, prioritize responsibilities, and deliver high-quality work with minimal supervision
Ability to handle confidential information with discretion
Location This position is based in our Los Angeles office.
How to Apply Please email
careers@congruencecapital.com
with your resume.
#J-18808-Ljbffr