Location:
New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
About This Posting This job description represents a sample
Institutional Investor Analyst
position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles focused on institutional investor engagement, capital markets research, and portfolio strategy.
Actual openings may vary depending on the firm’s focus, including private equity, venture capital, hedge funds, mutual funds, or other alternative investments.
For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/
Position Overview Institutional Investor Analysts support investment, fundraising, and client relationship teams by analyzing institutional investor behavior, preparing research on capital allocation trends, and assisting with engagement and reporting activities. The role combines financial analysis, strategic insight, and relationship management to support institutional fundraising and portfolio growth.
These roles often involve collaboration with senior investor relations professionals, portfolio managers, and business development teams.
Key Responsibilities
Conduct research and analysis on institutional investor trends, capital allocation, and market activity
Assist in maintaining and updating investor databases, CRM systems, and relationship tracking tools
Support outreach to institutional investors, including preparing presentations, pitch materials, and performance reports
Monitor fund performance, investment pipelines, and market developments relevant to institutional clients
Analyze investor engagement metrics and identify potential fundraising or growth opportunities
Coordinate due diligence requests and support institutional investor reporting requirements
Prepare weekly, monthly, and ad-hoc reports for senior management and investor teams
Collaborate with internal teams to streamline investor engagement and reporting processes
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field
Understanding of institutional investor types, capital markets, and investment strategies
Experience or coursework in investor relations, capital raising, or financial analysis (preferred but not required)
Strong analytical and quantitative skills with attention to detail
Proficiency in Excel, PowerPoint, and CRM or investor tracking systems
Excellent written and verbal communication skills for investor-facing materials
Ability to manage multiple priorities in fast-paced environments
Interest in capital markets, institutional investing, and client relationship management
About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to institutional investor teams and capital markets professionals
Interview preparation for financial analysis, fundraising strategy, and investor communications
To learn more or express interest in investor relations and capital markets roles, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr
New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
About This Posting This job description represents a sample
Institutional Investor Analyst
position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles focused on institutional investor engagement, capital markets research, and portfolio strategy.
Actual openings may vary depending on the firm’s focus, including private equity, venture capital, hedge funds, mutual funds, or other alternative investments.
For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/
Position Overview Institutional Investor Analysts support investment, fundraising, and client relationship teams by analyzing institutional investor behavior, preparing research on capital allocation trends, and assisting with engagement and reporting activities. The role combines financial analysis, strategic insight, and relationship management to support institutional fundraising and portfolio growth.
These roles often involve collaboration with senior investor relations professionals, portfolio managers, and business development teams.
Key Responsibilities
Conduct research and analysis on institutional investor trends, capital allocation, and market activity
Assist in maintaining and updating investor databases, CRM systems, and relationship tracking tools
Support outreach to institutional investors, including preparing presentations, pitch materials, and performance reports
Monitor fund performance, investment pipelines, and market developments relevant to institutional clients
Analyze investor engagement metrics and identify potential fundraising or growth opportunities
Coordinate due diligence requests and support institutional investor reporting requirements
Prepare weekly, monthly, and ad-hoc reports for senior management and investor teams
Collaborate with internal teams to streamline investor engagement and reporting processes
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field
Understanding of institutional investor types, capital markets, and investment strategies
Experience or coursework in investor relations, capital raising, or financial analysis (preferred but not required)
Strong analytical and quantitative skills with attention to detail
Proficiency in Excel, PowerPoint, and CRM or investor tracking systems
Excellent written and verbal communication skills for investor-facing materials
Ability to manage multiple priorities in fast-paced environments
Interest in capital markets, institutional investing, and client relationship management
About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to institutional investor teams and capital markets professionals
Interview preparation for financial analysis, fundraising strategy, and investor communications
To learn more or express interest in investor relations and capital markets roles, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr