Client Service & Product Solutions - Investor Relations Analyst

Primary Duties and Responsibilities

• Prepare timely, accurate, and well-structured responses to investor inquiries and fund due diligence questionnaires (“DDQs”) by updating quarterly metrics, curating supporting exhibits, and ensuring consistency across all materials.
• Serve as a secondary point of contact for investor requests, supporting both existing and prospective investors with professionalism, responsiveness, and attention to detail.
• Own and optimize the Firm’s centralized Q&A knowledge base (including AI-enabled tools), developing scalable processes to ensure accuracy, version control and team-wide adoption.
• Support the full fundraising lifecycle, including fund formation, creation of governing documents, product launches, marketing content, due diligence, and closing of investor capital commitments.
• Partner closely with the institutional and private wealth sales team to develop targeted email campaigns promoting products.
• Maintain and enhance core investor platforms, including the Firm’s CRM and investor portal (Juniper Square) to support operational efficiency, data integrity, and system enhancement initiatives.
• Support day-to-day investor operations, including maintaining distribution lists, organizing marketing materials, reconciling data, managing key firm-wide metrics, and responding to ad hoc investor needs.

Qualifications

Required:

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• 2+ years of relevant experience in investor relations, financial services, or a related field.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Experience with CRM systems and investor portals.

Skills

• Strong understanding of financial markets and investment products.
• Experience with data management and analysis.
• Ability to manage multiple projects simultaneously.
• Knowledge of Salesforce or similar CRM systems.
• Experience with AI and automation tools.

Benefits

The Firm offers a competitive benefits package which includes:

• Health insurance coverage.
• Retirement savings plan.
• Flexible work schedule.
• Professional development opportunities.

Pay

$80,000 - $100,000 annually.

Schedule

Full-time, 40 hours per week.