Investor Relations Diligence Associate, Private Markets
Landing Point, Boston, MA, United States
Company Overview
A leading global private investment firm is seeking an Investor Relations Diligence Associate. The role focuses on supporting the Investor Relations team across various private market segments. Job Responsibilities
Completing RFPs/RFIs and updating Due Diligence Questionnaires (DDQs) Servicing investor information requests during fundraising and on an ongoing basis Performing fund, investor, and market-level analysis Providing research/analytical support for IR special projects Assisting with recurring reporting preparation, updating marketing collateral, and investor letter writing Maintaining various consultant and performance databases Qualifications
Strong academic credentials (BS/BA from a highly-regarded institution) 2-4 years of experience in asset management, consulting, or financial services’ related marketing Outstanding Excel and PowerPoint skills, including experience with VLOOKUP and pivot tables Series 7 and 63; if not currently licensed, successful hire must complete tests in the first 90 days of employment Compensation
Salary: $75,000 – $100,000, plus Bonus
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A leading global private investment firm is seeking an Investor Relations Diligence Associate. The role focuses on supporting the Investor Relations team across various private market segments. Job Responsibilities
Completing RFPs/RFIs and updating Due Diligence Questionnaires (DDQs) Servicing investor information requests during fundraising and on an ongoing basis Performing fund, investor, and market-level analysis Providing research/analytical support for IR special projects Assisting with recurring reporting preparation, updating marketing collateral, and investor letter writing Maintaining various consultant and performance databases Qualifications
Strong academic credentials (BS/BA from a highly-regarded institution) 2-4 years of experience in asset management, consulting, or financial services’ related marketing Outstanding Excel and PowerPoint skills, including experience with VLOOKUP and pivot tables Series 7 and 63; if not currently licensed, successful hire must complete tests in the first 90 days of employment Compensation
Salary: $75,000 – $100,000, plus Bonus
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