Investor Relations Analyst

Our client a leading sustainable investment platform is seeking an analyst to join their small team. This role has a broad range of IR responsibilities.

Key Responsibilities:

• Build a strong understanding of investment approach to support the team
• Help support growth efforts (i.e., support new relationship sourcing, identify high-priority clients, create due diligence materials) in collaboration with the Associates, Director, and Partners
• Source information and write responses to questions for the purpose of responding to Requests for Proposal (RFPs) and maintain the firm's database of responses, ensuring accuracy and consistency of language
• Assist in monitoring portfolio performance, exposures, risk metrics, and adherence to investment policy guidelines
• Collaborate with internal teams (investment research, operations) to support client needs and improve internal processes
• Create client communication materials (i.e., monthly reporting, investor update letters, client investment committee materials, and case studies)
• Respond to client inquiries and with accurate, timely information, and support new client onboarding
• Maintain data integrity across internal systems, CRM, and reporting platforms
• Support business development efforts by helping draft and coordinate pitch materials for prospective clients
• Research and analyze business development trends, competitor activities, and industry standards to help proactively meet client needs and aid in business growth
• Organize and assist with Capricorn-hosted client-facing events
• Uphold a high standard of professionalism and client service in all interactions

Additionally:

• Support the Firm's Director of IR, General Partners, and other senior professionals in cultivating relationships with existing and prospective investors, and managing external communications in a manner consistent with Firm and industry best practices
• Help support fundraising efforts (i.e., support new relationship sourcing, identify high-priority accounts, create data room and diligence materials) in collaboration with the IR Director and Associate IR and other senior professionals
• Maintain a client relationship management (CRM) system for prospect tracking and ongoing client management purposes
• Assist with qualitative and analytical client requests, providing timely and professional service
• Contribute to marketing efforts by assisting with content creation, conference & event preparation, and general branding initiatives
• Collaborate across teams to enhance and streamline internal processes, including the management of investor onboarding and reporting systems
• Collect, organize, and synthesize information from external databases to help with prospective client outreach and prepare client solutions team members for meetings and events
• Research and analyze business development trends, competitor activities, and industry standards to help proactively meet client needs and aid in business growth
• Organize and assist with hosted client-facing events
• Uphold a high standard of professionalism and client service in all interactions

Experience:

• 2 years of experience in investment consulting, asset management, banking, client service, business development, or a related field
• Demonstrated proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Experience maintaining a CRM system is preferred
• Strong time management, organizational, and problem-solving skills with the ability to flourish in a fast-paced, professional environment
• Strong written and verbal communication skills, with the ability to interact clearly and professionally with clients
• Commitment to quality and attention to detail, ensuring that work is complete, accurate and on time
• Demonstrated interest in private investments, the asset management industry, sustainable investing, and/or the investor relations field
• Minimum education: BA/BS in Finance, Economics, or liberal arts field

Base $100-$115K + bonus + benefits

This role is in office, based in NYC