Job Description

We are currently partnered with $250B AUM alternatives asset manager looking to expand their Investor relations team by bringing on an Analyst to cover a BDC product. This firm is known for it's full service alternatives offering across PE, Credit, and Real Estate.

The Investor Relations Analyst will be a key member of the Investor Relations & Client Services team, focused on supporting the operational and service-related aspects of our investor experience. This role is ideal for a detail-oriented and client-focused individual looking to build a career in investor relations within the alternative investment space.

Key Responsibilities:

• Investor Communication & Support
• Serve as a primary point of contact for investor inquiries related to account activity, performance, reporting, and operational matters.
• Coordinate responses to ad hoc investor requests and due diligence questionnaires (DDQs).
• Reporting & Operations
• Support the preparation and distribution of quarterly investor reports, capital account statements, performance updates, and other client deliverables.
• Assist with the onboarding of new investors, including KYC/AML and documentation processes.
• Ensure the accuracy and timely delivery of fund performance data to internal stakeholders and third-party platforms.
• Data Management
• Maintain and update investor CRM systems and reporting tools with current client information and communication history.
• Collaborate with fund accounting, legal, and compliance teams to ensure data accuracy and regulatory alignment.
• Cross-Functional Coordination
• Work closely with investment teams, finance, and operations to gather necessary inputs for client updates.
• Coordinate investor meetings, calls, and conferences in partnership with senior IR professionals.

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 1–2 years of relevant experience in investor relations, client service, or operations within a wealth manager, asset manager, fund administrator, or similar financial services environment.
• Strong understanding of financial concepts, performance metrics, and fund structures.
• Excellent written and verbal communication skills.
• High level of organization, attention to detail, and ability to manage multiple deadlines.
• Familiarity with CRM systems, Excel, and investor reporting tools is a plus.

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