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Investor Relations Analyst

$100k - $115k

Hudson Gate Partners

This range is provided by Hudson Gate Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $100,000.00/yr - $115,000.00/yr 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 provide 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 hosted client-facing events Uphold a high standard of professionalism and client service in all interactions Additional Responsibilities 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 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 This role is in office, based in NYC Seniority level Not Applicable Employment type Full‑time Job function Analyst, Marketing, and Writing/Editing #J-18808-Ljbffr

Vacancy posted 3 days ago
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