Investor Relations Analyst

5 days ago

New York, NY, United States Coda Search│Staffing Full time

The Investor Relations Analyst will become a vital part of our Investor Relations and Capital Management team, playing a key role in fundraising and client service initiatives. This includes preparing responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and other investor-related materials.

We are looking for individuals who possess strong writing, organizational, and communication skills, along with a keen interest in real assets and investment management. This role involves close collaboration with colleagues across investment, legal, and operational functions.

This position is in-office on a hybrid schedule.

Key Responsibilities

  • Draft, edit, and coordinate RFP, RFI, and DDQ submissions while working with internal stakeholders across various departments and seniority levels.
  • Maintain and enhance the firm’s content library, ensuring consistent data and messaging throughout investor communications and marketing materials.
  • Collaborate with compliance and legal teams to ensure all deliverables meet internal review and approval standards.
  • Propose process improvements to increase efficiency and streamline document workflows.

Firm & Investor Support

  • Develop a solid understanding of the firm’s investment platform, vehicles, and strategies to effectively support investor relations activities.
  • Build and nurture relationships across teams to stay updated on new initiatives, fund updates, and performance results, ensuring all materials reflect the latest information.
  • Contribute to special projects and other ad hoc initiatives as needed.

Requirements

  • Exceptional written and verbal communication skills with a strong attention to detail.
  • A proactive and resourceful mindset with the ability to manage multiple projects independently.
  • Comfort with interpreting performance data and responding to investor requests involving financial information.
  • Familiarity with institutional marketing and fundraising practices within investment management.
  • Proficiency in Microsoft Office (Word, PowerPoint, Excel) and experience with CRM systems or AI-enabled productivity tools.
  • Bachelor's degree required.
  • 1-2 years of experience in financial services, preferably in private fund marketing, investor relations, client services, or operations.

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