Sr Analyst/Associate - Investor Relations
- Lead preparation and delivery of quarterly, annual, and ad-hoc investor reports, ensuring accuracy, timeliness, and consistency across all materials. Clearly communicate investment activity, portfolio performance, market trends, and the firm’s outlook.
- Coordinate closely with Accounting, Portfolio Analytics, Legal, Tax, and Asset Management teams to compile and verify data.
- Maintain reporting calendars, track deliverables, and proactively manage deadlines to meet all investor and partner expectations.
- Support report distribution and document posting through the investor portal, including financial statements and tax forms.
- Review all data and narrative content with exceptional attention to detail, ensuring clarity, accuracy, and alignment with firm standards.
- Maintain complete and current investor records, including capital activity, ownership data, and contact information, within the firm’s investor portal and interna registries.
- Coordinate investor transfers and ownership changes, ensuring proper documentation.
- Support fundraising activities by keeping due diligence materials and data rooms current, completing investor questionnaires, and preparing presentations and performance summaries.
- Collaborate with internal teams to ensure all materials are accurate, consistent, and compliant.
- Honesty, integrity, and a strong work ethic
- Exceptional organizational, planning, and multitasking abilities
- Excellent written and verbal communication skills
- Advanced proficiency in Microsoft Word, PowerPoint, and Excel (including understanding of financial modeling)
- Bachelor’s degree required (finance, accounting, business preferred)
- 2+ years of experience in a client-facing or analytical role
- Background in finance, accounting, or real estate is strongly preferred
- Demonstrated accountability for quality and accuracy in prior roles
- Competitive compensation + performance bonuses
- Medical, dental, vision, and 401(k) match
- PTO plus volunteer time
- People-first culture built on innovation, stewardship, execution, and continuous learning
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