Investor Relations Analyst

Responsibilities

• Develop investor-facing presentations, quantitative analyses, and briefing materials for meetings, conferences, due diligence activity, fundraising initiatives, and leadership updates.
• Contribute to global capital-raising efforts by helping produce pitch materials, private placement documents, and other marketing content tailored to prospective and existing investors.
• Manage responses to diligence questionnaires, reporting requests, and other time-sensitive investor deliverables with a high degree of accuracy and organization.
• Partner with accounting and finance teams to assemble performance analyses, track record information, and other data used in investor discussions.
• Support the creation of proposal materials for strategic transactions, including co-investment opportunities and investment structure summaries.
• Carefully coordinate planning for the annual investor meeting, including logistics, presentation preparation, and cross-functional follow-up.
• Work closely with teams across investments, finance, asset management, FP&A, legal, and compliance to gather information and align on deliverables.
• Maintain fundraising project trackers, investor databases, and virtual data rooms to ensure materials remain current, controlled, and appropriately accessible.
• Prepare profiles and meeting materials for investor outreach and assist with post-meeting follow-up and ongoing communications, including limited partner updates and announcement support.
• Provide flexible support on special projects and broader investor relations initiatives as business needs evolve.

Requirements

• Bachelor’s degree required.
• At least 1 year of experience in investor relations, finance, banking, or a related field.
• Demonstrated ability to create effective presentations and work with quantitative or financial analyses.
• Strong organizational skills with the ability to manage multiple deadlines and coordinate deliverables across teams.
• Excellent written and verbal communication skills for interacting with internal stakeholders and external investors.
• Proficiency with Microsoft Office, especially PowerPoint and Excel.
• Careful approach with the ability to handle confidential information professionally.

Qualifications

• Must be legally authorized to work in the United States.

Skills

• Investor Relations
• Finance
• Banking
• Quantitative Analysis
• Communication
• Microsoft Office
• Confidentiality

Benefits

• Medical
• Vision
• Dental
• Lifetime Disability Insurance
• Life Insurance
• 401(k)

Pay

TBD

Schedule

TBD

Robert Half

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.