Investor Relations Analyst
Goanna Capital Management, West Palm Beach, FL, United States
Goanna Capital invests in the most ambitious technology companies shaping the future of AI, SaaS, cloud, and frontier innovation. Our portfolio includes category-defining leaders such as
Anthropic, OpenAI, Ramp, Rippling, and Neuralink
(https://www.bloomberg.com/news/articles/2025-01-13/goanna-seeks-1-3-billion-for-bets-on-highly-coveted-startups).
The Role We are seeking an
Investor Relations Analyst
to work directly alongside Goanna's founder.
The role will support our LP communications, fund reporting and stakeholder management activities. The ideal candidate has 1-3 years of experience at a private markets investment firm (growth / VC), management consultancy, fund administrator, bulge bracket / elite boutique investment bank, professional services firm (accounting / audit) and has been involved in LP relationship management, quarterly reporting cycles, investor communications, and the full spectrum of limited partner servicing activities.
What You’ll Do
Manage and respond to all prospective investor due diligence requests during fundraising cycles
Prepare and maintain data room materials including portfolio performance data, track records, and case studies
Contribute to custom analyses and reports to address specific prospective LP inquiries
Investor Relations & Communications
Own the creation and distribution of comprehensive quarterly LP letters, ensuring clear communication of fund performance, portfolio developments, and market commentary
Proactively address LP questions and concerns with timely, thorough responses
Produce regular market updates and portfolio breakdowns to keep investors informed between formal reporting periods
Manage all ad-hoc LP data requests and information needs
Ensure all investor communications maintain consistent messaging and professional quality
Core Fund Operations & Reporting
Support quarterly and annual LP reporting processes, ensuring timely and accurate delivery of all investor communications
Assist with capital account maintenance and LP statement preparation
Help process capital calls and coordinate investor funding activities
Support distribution of proceeds from investment exits with required documentation
Manage investor portal and CRM systems, ensuring LPs have access to up-to-date information
Compliance & Audit Management
Support coordination of fund and SPV audits with external auditors
Ensure compliance with Limited Partnership Agreement terms and regulatory requirements
Support K-1 package preparation and tax reporting distribution
Assist with regulatory filings including Form ADV updates and Blue Sky compliance
Help maintain adherence to ILPA reporting guidelines and industry best practices
Portfolio Operations & Analysis
Help synthesize portfolio company performance data for investor communications
Create detailed portfolio breakdowns by sector, geography, vintage, and other relevant metrics
Support investment valuations and performance metrics (IRR, MOIC, DPI, RVPI)
Support investment team with closing documentation and fund deployment tracking
Operational Excellence
Establish and optimize processes for responding to investor requests efficiently
Create templates and materials for common investor inquiries
Coordinate with fund administrators, legal counsel, and other service providers
Uphold best practices for investor communications and stakeholder management
Drive continuous improvement in reporting quality and response times
What We’re Looking For
1-3 years in private markets investor relations, fund administration, fund accounting at a PE/VC firm, fund administrator, fund services, Big 4 accounting / audit practice, bulge bracket / elite boutique investment banking
Advanced Excel proficiency and experience with investor reporting systems and data rooms
Proven track record of managing investor requests and due diligence processes
Exceptional written and verbal communication skills with proven ability to craft compelling investor communications and quarterly letters
Ability to translate complex portfolio data into clear, digestible formats for audiences
Understanding of private markets fund structures, valuations, waterfall calculations, and accounting
Knowledge of institutional LP expectations, due diligence requirements, and ongoing reporting needs
Experience managing multiple stakeholders and competing deadlines in fast-paced environments
Strong attention to detail
Bachelor's degree in Finance, Accounting, Economics or related field
Client service mindset with ability to anticipate and proactively address investor needs
Why Goanna
Competitive salary and performance-based bonuses
Incredible culture and room to grow across the Goanna ecosystem
Seniority level Entry level
Employment type Full-time
Job function Marketing and Sales
Industries Investment Management
Location: West Palm Beach, FL Salary: $130,000.00-$190,000.00 (Comparable range) Posted 2 weeks ago
Referrals increase your chances of interviewing at Goanna Capital Management by 2x
#J-18808-Ljbffr
Anthropic, OpenAI, Ramp, Rippling, and Neuralink
(https://www.bloomberg.com/news/articles/2025-01-13/goanna-seeks-1-3-billion-for-bets-on-highly-coveted-startups).
The Role We are seeking an
Investor Relations Analyst
to work directly alongside Goanna's founder.
The role will support our LP communications, fund reporting and stakeholder management activities. The ideal candidate has 1-3 years of experience at a private markets investment firm (growth / VC), management consultancy, fund administrator, bulge bracket / elite boutique investment bank, professional services firm (accounting / audit) and has been involved in LP relationship management, quarterly reporting cycles, investor communications, and the full spectrum of limited partner servicing activities.
What You’ll Do
Manage and respond to all prospective investor due diligence requests during fundraising cycles
Prepare and maintain data room materials including portfolio performance data, track records, and case studies
Contribute to custom analyses and reports to address specific prospective LP inquiries
Investor Relations & Communications
Own the creation and distribution of comprehensive quarterly LP letters, ensuring clear communication of fund performance, portfolio developments, and market commentary
Proactively address LP questions and concerns with timely, thorough responses
Produce regular market updates and portfolio breakdowns to keep investors informed between formal reporting periods
Manage all ad-hoc LP data requests and information needs
Ensure all investor communications maintain consistent messaging and professional quality
Core Fund Operations & Reporting
Support quarterly and annual LP reporting processes, ensuring timely and accurate delivery of all investor communications
Assist with capital account maintenance and LP statement preparation
Help process capital calls and coordinate investor funding activities
Support distribution of proceeds from investment exits with required documentation
Manage investor portal and CRM systems, ensuring LPs have access to up-to-date information
Compliance & Audit Management
Support coordination of fund and SPV audits with external auditors
Ensure compliance with Limited Partnership Agreement terms and regulatory requirements
Support K-1 package preparation and tax reporting distribution
Assist with regulatory filings including Form ADV updates and Blue Sky compliance
Help maintain adherence to ILPA reporting guidelines and industry best practices
Portfolio Operations & Analysis
Help synthesize portfolio company performance data for investor communications
Create detailed portfolio breakdowns by sector, geography, vintage, and other relevant metrics
Support investment valuations and performance metrics (IRR, MOIC, DPI, RVPI)
Support investment team with closing documentation and fund deployment tracking
Operational Excellence
Establish and optimize processes for responding to investor requests efficiently
Create templates and materials for common investor inquiries
Coordinate with fund administrators, legal counsel, and other service providers
Uphold best practices for investor communications and stakeholder management
Drive continuous improvement in reporting quality and response times
What We’re Looking For
1-3 years in private markets investor relations, fund administration, fund accounting at a PE/VC firm, fund administrator, fund services, Big 4 accounting / audit practice, bulge bracket / elite boutique investment banking
Advanced Excel proficiency and experience with investor reporting systems and data rooms
Proven track record of managing investor requests and due diligence processes
Exceptional written and verbal communication skills with proven ability to craft compelling investor communications and quarterly letters
Ability to translate complex portfolio data into clear, digestible formats for audiences
Understanding of private markets fund structures, valuations, waterfall calculations, and accounting
Knowledge of institutional LP expectations, due diligence requirements, and ongoing reporting needs
Experience managing multiple stakeholders and competing deadlines in fast-paced environments
Strong attention to detail
Bachelor's degree in Finance, Accounting, Economics or related field
Client service mindset with ability to anticipate and proactively address investor needs
Why Goanna
Competitive salary and performance-based bonuses
Incredible culture and room to grow across the Goanna ecosystem
Seniority level Entry level
Employment type Full-time
Job function Marketing and Sales
Industries Investment Management
Location: West Palm Beach, FL Salary: $130,000.00-$190,000.00 (Comparable range) Posted 2 weeks ago
Referrals increase your chances of interviewing at Goanna Capital Management by 2x
#J-18808-Ljbffr