and the job listing Expires on February 12, 2026
Role Overview The Investor Relations Analyst will support the firm’s client service, reporting, and marketing efforts across all product lines. This role is ideal for a junior professional (0–1 yrs of experience) seeking to develop a strong foundation in Investor Relations within an institutional credit investment environment. The Analyst will operate in a fast-paced setting with competing priorities, requiring strong organizational skills, attention to detail, composure, and critical thinking.
This is not a sales or investment position, but a core entry-level support role within the Investor Relations team with opportunities for long-term growth and expanded responsibility as the individual develops.
Key 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 Beach Point 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 to ensure compliance processes are followed
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, helping ensure 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, including investor documentation and coordination as needed
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 writing, analytical, and communication skills
Ability to manage multiple deadlines with accuracy, composure, and accountability
Strong problem-solving mindset; able to research, think critically, and present thoughtful alternatives
High degree of professionalism, adaptability, and commitment to quality with exceptional attention to detail and consistency
Strong proficiency in Microsoft Excel (pivot tables, lookups, and data analysis) and PowerPoint for building clear, investor-ready materials
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
Why Join Us This position provides direct exposure to senior members of the Investor Relations, Business Development, and Investment teams, with regular collaboration across Accounting, Operations, Compliance, and other core infrastructure functions. The Investor Relations Analyst will help deliver accurate data and insights to investors across strategies, products, and our diverse institutional client base, playing an integral role in a collaborative, high-performance environment focused on precision, innovation, and long-term professional growth.
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Role Overview The Investor Relations Analyst will support the firm’s client service, reporting, and marketing efforts across all product lines. This role is ideal for a junior professional (0–1 yrs of experience) seeking to develop a strong foundation in Investor Relations within an institutional credit investment environment. The Analyst will operate in a fast-paced setting with competing priorities, requiring strong organizational skills, attention to detail, composure, and critical thinking.
This is not a sales or investment position, but a core entry-level support role within the Investor Relations team with opportunities for long-term growth and expanded responsibility as the individual develops.
Key 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 Beach Point 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 to ensure compliance processes are followed
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, helping ensure 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, including investor documentation and coordination as needed
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 writing, analytical, and communication skills
Ability to manage multiple deadlines with accuracy, composure, and accountability
Strong problem-solving mindset; able to research, think critically, and present thoughtful alternatives
High degree of professionalism, adaptability, and commitment to quality with exceptional attention to detail and consistency
Strong proficiency in Microsoft Excel (pivot tables, lookups, and data analysis) and PowerPoint for building clear, investor-ready materials
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
Why Join Us This position provides direct exposure to senior members of the Investor Relations, Business Development, and Investment teams, with regular collaboration across Accounting, Operations, Compliance, and other core infrastructure functions. The Investor Relations Analyst will help deliver accurate data and insights to investors across strategies, products, and our diverse institutional client base, playing an integral role in a collaborative, high-performance environment focused on precision, innovation, and long-term professional growth.
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