Business Analyst/Investor Relations Operations

  • Location: Greenwich, CT, Connecticut
  • Type: Perm (Contingency)
  • Job #31563
  • Salary: $100,000.00

Compensation: $100,000-$130,000 + bonus
Location: Greenwich, CT

Global investment firm is seeking a Business Analyst/Investor Relations Operations to join its growing team. The Business Analyst/Investor Relations Operations Associate will be part of the Investor Relations Operations group (3ppl) and will serve primarily as a Business Analyst, bridging the gap between business process and technology and actively managing associated projects.

Highlights About the Company & Position:

  • Prepare and maintain procedures, process documentation, and workflows for the team, with the goal of leveraging technologies to enhance controls and repeatability.
  • Manage data quality and centralization projects with minimal oversight.
  • Increase automation and workflow capabilities.
  • Continuously assess processes, technologies, and data quality to define and document enhancement requirements.
  • Work closely with internal stakeholders to create fund/investor/deal-specific reports and dashboards in the appropriate systems.
  • Provide ongoing technology support to investors and manage their access/data experience.
  • Handle investor inquiries and centrally monitor requests.
  • Update and monitor contact information for existing investors.
  • Generate investor letters, pitch decks, and regular investor communication.

Requirements/Qualifications:

  • 3+ years of related technical/data analytics/reporting experience.
  • Experience with DealCloud, Tableau, eFront, RFPIO, Excel macros.
  • Experience working with technology teams for requirements gathering.
  • Experience implementing CRMs and centralizing data.
  • Experience managing and tracking operational improvement projects, including proactive communication and follow-through.
  • Experience improving processes and deliverables to minimize or anticipate requests.
  • Exposure to best practices systematizing routine requests and developing processes and procedures to ensure a consistent approach.


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.

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Job ID: 31563