• Location: New York NY
• Type: Perm
• Job #23336

Company Overview:
A private investment firm focused on providing sophisticated investors with access to unique private investment opportunities is seeking a Senior Analyst or Associate for their Investor Relations team in New York. The firm partners with talented deal makers to offer curated, off-market deal flow to a select network of capital partners.

Job Responsibilities:

• Manage and enhance the firm’s CRM system (DealCloud) to track investor interactions, fund commitments, and capital flows efficiently.
• Act as a direct point of contact for investors, providing timely and insightful updates on portfolio developments, investment opportunities, and firm strategy.
• Liaise with the Investment, Legal, and Compliance teams to respond to a broad range of investor requests.
• Prepare investor presentations, marketing materials, and talking points for conferences.
• Draft investor-facing materials, including emails, capital call and distribution notices, and due diligence questionnaires (DDQs).
• Develop and maintain customized investor reporting structures.
• Support senior leadership in capital-raising initiatives by researching and engaging new investors.
• Manage the firm’s virtual data room and NDA process with potential investors.
• Coordinate investor roadshows, industry conferences, and firm-hosted events.
• Assist in thought leadership efforts, including white papers and investor newsletters.
• Monitor industry trends, regulatory developments, and competitor activity.

Qualifications:

• Bachelor’s degree with strong academic performance.
• At least two years of relevant work experience in investment banking, asset management, consulting, or alternative investments.
• Highly proficient in Word, PowerPoint, and Excel.
• Series 7, 63, and SIE or ability to obtain upon arrival.