Immediate need for an Entry Level Investor Relations Analyst to join a leading Global Private Investment Firm located in Alpharetta, GA.
Working 3 days per week in the office (Hybrid Remote), you will work among a very talented team with a strong interest in developing your career.(br((br((strong(Opportunity(/strong(: We are seeking an Analyst to support the firm’s investor relations and marketing efforts across existing clients/prospects and our flagship funds, including new product launches.
This highly visible role will be primarily focused on supporting the investor base and cross-selling across client channels.
This individual will also have the opportunity to drive new processes around client reporting, data/analytics, DDQs/RFPs, database population, while engaging directly with our relationships on a daily basis.(br((br((strong(Responsibilities(/strong( include, but are not limited to:(br((ul((li(Cultivate relationships internally and externally with existing/prospective clients, leveraging professional networking, industry databases, media platforms, and other creative means(/li((li(Assist with the firm’s marketing materials and content across different strategies/solutions(/li((li(Develop a thorough understanding of clients’ objectives, areas of interest, and constraints to thoughtfully present the firm’s offerings(/li((li(Provide client service and investor relations support across our commingled funds, managed accounts, and other bespoke or customized investment structures/solutions(/li((li(Collaborate on the development and updating of materials, client deliverables and reporting, along with a focus on process improvements(/li((li(Develop and maintain a robust database of peer funds/strategies and market intelligence that assists the firm in having fact-based discussions on new product development (/li((li(Drive project management of ongoing fundraising plans utilizing Salesforce, Excel, Databases and other tools to track investor progress from prospecting stage to final closing(/li((li(Manage prospect and investor due diligence requests during the entire sales cycle(/li((li(Work with investments, accounting, legal and analytics teams to fulfill investor requests and marketing content needs (br((br((/li((/ul((strong(Qualifications(/strong((strong(: (br((/strong((ul((li(Bachelor’s degree or equivalent (required)(/li((li(1-3 years in a relevant investor relations or client service role, preferably one within an asset management firm or investment bank (/li((li(Strong quantitative, analytical, and fundamental valuation skills with proficiency in calculating, and formatting data in Microsoft Excel(/li((li(High level of proficiency in Microsoft Office, including Microsoft PowerPoint(/li((li(Excellent oral and written communication skills with the ability to communicate effectively across internal and external functions(/li((li(Detail oriented and organized with the ability to prioritize and simultaneously manage multiple projects (/li((li(A self-starter, but strong ability to work well in a team-oriented environment(/li((li(Demonstrates confidence, maturity, creative thinking and proactive nature(/li((li(Expresses energy and passion with an eagerness to learn and take on responsibility(br((br((/li((/ul(Benefits are highly competitive including Bonus Opportunities, Medical, Dental, 401 K and career path!(br((br(Powered by JazzHR(br((br(u0gwN2CYLL