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Analyst, Capital Development & Investor Relations

About the Role

We are seeking an exceptionally talented individual to join our Capital Development & Investor Relations team focusing on supporting our global client base.

 

Duties and Responsibilities:

  • Assist in capital fundraising efforts and client service of existing client base
  • Assist with updating marketing collateral such as pitch decks, RFPs, monthly performance updates, and due diligence questionnaires
  • Competitive intelligence and other prep materials ahead of client engagements
  • Help with ad-hoc investor requests
  • Own all client-related meeting coordination and scheduling
  • Attend meetings, document takeaways, coordinate follow-ups and continued engagement
  • Oversee CRM (Dynamo), ensuring accurate and up-to-date information

 

Experience and Skills:

  • Bachelor’s degree in Finance, Economics, Business Administration, or related field; MBA or CFA designation is a plus.
  • 2+ years of experience in investor relations, capital markets, investment banking, or related financial services roles.
  • Strong understanding of financial statements, valuation methods, risk analytics, statistical methods, and investment analysis.
  • Excellent written and verbal communication skills with the ability to convey complex financial information clearly and concisely.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and financial modeling software.
  • Be an upstream thinker, proactive problem preventer and creative solution-oriented multi-tasker
  • Thrive in a fast-paced environment
  • Ability to develop strong relationships, being always reliable and communicative to all parties
  • Demonstrate poise under pressure with impeccable attention to detail