Investor Relations Analyst

New York, NY




  • Proactively provide Sales and Investor Relations support for the marketing effort
  • Content and data management for reporting and marketing purposes
  • Provide analytical insight and contribute to RFPs
  • Work closely with the Investment and Operations teams and Head of Business Development
  • Manage the organization and maintenance of data sources
  • Manage the submission of consultant & plan sponsor questionnaires
  • Coordinate completion and assembly of marketing materials, performance reports, etc. – working closely with the Operations Team as needed to ensure accuracy of marketing materials.
  • Review subscription documents, interface with administrator and coordinate funding’s/capital calls with new and existing investors.
  • Content and data management for custom reporting/complete reporting for client quarterly reporting templates
  • Liaise with the Investment Team to create and maintain updated client presentation slides.
  • Maintain Marketing Library including private debt performance competitor database and develop private debt competitive intelligence files (competitor books, communications, reports, etc.).
  • Intimately involved with the planning and execution of the Annual General Meeting





  • 2 – 3+ years of asset management or capital markets client service experience – alternative investments a plus.
  • Expertise in MS Excel, MS PowerPoint, and Backstop (or equivalent CRM).
  • Ambitious self- starter with highly proactive mentality and ability to anticipate.
  • Team player with emphasis on ability to work well with people and wear multiple hats



Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.


Date Posted 1/14/2020
Salary $75,000 - $95,000 + bonus

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