Investor Relations Associate

Job Description

Job Description

The Atlantic Group has partnered with a large investment firm in the Dallas, TX area. They have an immediate need for an Investor Relations Analyst to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance.

Summary:  Join the Investor Services team to support LP due diligence requests, manage investor content, and collaborate across the firm to deliver high-quality materials that support fundraising and investor relations.

Schedule:  Hybrid – 4 days in the office, 1 day remote.

Responsibilities:

-Respond to LP due diligence requests and prepare high-quality due diligence materials.

-Manage project timelines and coordinate with teams across the firm.

-Maintain and update due diligence content and investor databases.

-Review investor reports and due diligence documents for accuracy and consistency.

-Partner with internal subject matter experts to develop investor materials.

-Support investor services initiatives including LP reporting, investor onboarding, portal management, and process improvements.

-Handle ad hoc investor requests while ensuring compliance with firm policies.

Qualifications:

-Bachelor's degree preferred.

-1–5+ years of investor services experience within investment management or financial services.

-DDQ and RFP experience required.

-Experience with RFP software and AI tools preferred.

-Microsoft Office skills, especially Excel.

-Strong written communication, organization, project management, and attention to detail.

-Ability to manage multiple priorities in a fast-paced environment.

ID: 49747