Analyst - Asset Management & Investor Relations
3 days ago
About the Role
We are seeking a highly motivated and detail-oriented Analyst to join our team, supporting both Investor Relations and Asset Management functions. This dual-role position offers a unique opportunity to work at the intersection of investment strategy and stakeholder communication, playing a key role in managing portfolio performance while also shaping the narrative we share with investors.
Key Responsibilities{{:}}
Asset Management
· Monitor and analyze portfolio performance across asset classes.
· Support investment decision-making through financial modeling, market research, and risk analysis.
· Assist in the preparation of asset-level and portfolio-level reports for internal and external stakeholders.
· Collaborate with portfolio managers to track KPIs and identify value creation opportunities.
· Maintain and enhance asset management dashboards and performance tracking tools.
Investor Relations
· Prepare investor presentations, quarterly reports, and newsletters
· Support the development of investor messaging and FAQs.
· Coordinate investor meetings
· Track investor feedback and market sentiment to inform communication strategies.
· Ensure consistency and accuracy in all investor-facing materials.
Qualifications
· Bachelor's degree in Finance, Economics, Business, or a related field.
· 1-2 years of applicable experience preferred
· Excellent written and verbal communication abilities.
· Proficiency in Excel and other Microsoft products
· Eagerness to learn more about the industry and experience different aspects of the business
What We Offer
· Exposure to both the operational and strategic sides of investment management.
· Competitive compensation and benefits package.
· Growth Opportunities
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