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Details
  • Location: Boston MA
  • Type: Perm
  • Job #24916

Company Overview:
A leading global private investment firm with approximately $185 billion in assets under management is seeking an Investor Relations Diligence Analyst / Associate. This role will support the Investor Relations team across various private market segments.

Job Responsibilities:

  • Completing RFPs/RFIs and updating Due Diligence Questionnaires (DDQs)
  • Servicing investor information requests during fundraising and on an ongoing basis
  • Performing fund, investor, and market-level analysis
  • Providing research/analytical support for IR special projects
  • Assisting with recurring reporting preparation, updating marketing collateral, and investor letter writing
  • Maintaining various consultant and performance databases

Qualifications:

  • Strong academic credentials (BS/BA from a highly-regarded institution)
  • 0-4 years of experience in asset management, consulting, or financial services-related marketing
  • Outstanding Excel and PowerPoint skills, including experience with VLOOKUP and pivot tables
  • Series 7 and 63; if not currently licensed, successful hire must complete tests in the first 90 days of employment

Compensation:
Salary: $75,000 – $100,000, Plus Bonus
 

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