Investor Relations Analyst

Job Summary:

The Investor Relations Analyst will work closely with multiple internal groups and will report to the Operations Manager. The position will be expected to support initiatives within the Private Equity Team, assist in investor materials, manage the Investor Portal, and support the team with Investor requests as needed.


Essential Duties and Responsibilities:

• Investor Engagement: Respond to inquiries from Investors, and potential investors, providing accurate and timely information.
• Data Management: Maintain investor databases, track shareholder ownership, prepare reports on shareholder activity, and update and maintain Investor documents and records on the Investor Portal
• Oversee the administrative aspects of our Investment Process, including collaborating on the creation of marketing material, presentations, and follow-up communication with investors and sales team members.
• Manage the maintenance of our investor relations databases including HubSpot, Investor Portal and Mailchimp, ensuring accurate and up-to-date information on contacts

Qualifications - Ability to work collaboratively in cross-functional teams and manage multiple priorities in a fast-paced environment. Strong analytic, problem-solving, and quantitative skills, with exceptional attention to detail. Experience with data hygiene, HubSpot and CRM systems is a plus. Proficiency in Excel is a requirement.


Education and/or Experience, Skills:

• Bachelor's Degree or 3-5 years of related experience, with verifiable record of client relationship engagement or CRM Management. In addition, this position requires:
• Ability to influence and persuade to achieve desired outcomes.
• Strong analytical, mathematical, and problem solving skill.
• Excellent oral and written communication skills.
• Willingness to travel.
• Excellent organizational, planning, and prioritization skills.
• Excellent interpersonal skills.
• Strong working knowledge of excel is a must.