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