Investor Relations Analyst, Client Service & Product Solutions

Opportunity And Position Summary The Analyst will play a critical role in supporting operational and strategic initiatives across the Firm’s institutional and private wealth channels. This role offers a unique opportunity to work at the intersection of client service, product strategy, and investment operations, including support for new product launches and the delivery of high-quality investor experience. Primary Duties and Responsibilities Prepare timely, accurate, and well-structured responses to investor inquiries and fund due diligence questionnaires (“DDQs”) by updating quarterly metrics, curating supporting exhibits, and ensuring consistency across all materials. Serve as a secondary point of contact for investor requests, supporting both existing and prospective investors with professionalism, responsiveness, and attention to detail. Own and optimize the Firm’s centralized Q&A knowledge base (including AI-enabled tools), developing scalable processes to ensure accuracy, version control and team-wide adoption. Support the full fundraising lifecycle, including fund formation, creation of governing documents, product launches, marketing content, due diligence, and closing of investor capital commitments. Partner closely with the institutional and private wealth sales team to develop targeted email campaigns promoting products. Maintain and enhance core investor platforms, including the Firm’s CRM and investor portal (Juniper Square) to support operational efficiency, data integrity, and system enhancement initiatives. Support day-to-day investor operations, including maintaining distribution lists, organizing marketing materials, reconciling data, managing key firm-wide metrics, and responding to ad hoc investor needs. Skills and Competencies Bachelor’s degree from an accredited institution required; preferred fields include real estate, finance, business, accounting, economics, or related discipline. Must have strong academic credentials. 1 to 3 years of relevant experience in investor relations, investment research, fund operations or formation support. Experience at an investment management firm or similar institutional environment strongly preferred. Highly proficient in Microsoft Excel, Word, PowerPoint, Adobe; familiarity with CRM platforms strongly preferred. Exceptional attention to detail, placing a high priority on accuracy, organization, and consistency. Strong analytical and problem-solving skills, with ability to research solutions and suggest resolutions. Demonstrated initiative, sound judgement and strong work ethic. Ability to manage multiple priorities simultaneously, meet deadlines and collaborate effectively in a team. Compensation Competitive. Stockbridge’s base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. A discretionary annual bonus is also included in addition to base pay. Benefits include medical, dental, vision, life and STD & LTD insurance. Stockbridge provides a 401K plan with a match as well as generous vacation, sick time and holiday time off. Additionally, Stockbridge provides opportunities for professional development and career advancement. Equal Opportunity Employer STOCKBRIDGE IS AN EQUAL OPPORTUNITY EMPLOYER. Location and Other Details Location: Atlanta, Georgia; Type: Full Time; Categories: Investment Management/Investor Relations; Required Education: 4 Year Degree. #J-18808-Ljbffr CREW Greater Cincinnati