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Investor Relations Analyst

Recruiter: Codi Mccommon

New York City, NY

Job ID
475
Industry

Private Equity

Experience level

Analyst

JOB BENEFITS

Salary and Uncapped Incentive Opportunities paid monthly-
Life-Insurance Licensing and Recertification at no cost
401(k) match
Health Care
PTO benefits

COMPANY DESCRIPTION

A New York–based private credit investment firm providing flexible capital solutions to high-growth companies with predictable revenue and collateral. The firm manages multiple credit-focused investment vehicles and partners closely with a broad, entrepreneur-led limited partner base. Known for its collaborative culture and analytical rigor, the organization operates with a flat structure that values ownership, speed, and accountability.

OVERVIEW

The Investor Relations Analyst plays a critical role supporting limited partner relationships, fundraising operations, and external communications. This position combines investor-facing responsibilities with analytical, operational, and content-driven work. The role is well suited for an early-career professional with a strong interest in investing, capital markets, or financial services who thrives in a fast-paced, high-expectation environment. The position works closely with senior leadership and provides meaningful exposure to private credit and venture investing.

QUALIFICATIONS

  • 1–3 years of relevant experience in investment banking, asset management, private credit, wealth management, or related financial services roles
  • Bachelor’s degree with strong academic performance
  • Exceptional organizational skills and attention to detail; ability to manage multiple priorities simultaneously
  • Strong written communication and presentation skills, including experience with PowerPoint
  • Proficiency in Excel, CRM systems, and comfort using AI-enabled tools
  • Analytical mindset with the ability to understand and communicate investment and performance concepts
  • Proactive, solutions-oriented approach with comfort interacting directly with investors
  • Demonstrated interest in startups, private markets, and alternative investing
  • High integrity, humility, and willingness to take ownership across both strategic and execution-oriented tasks

KEY RESPONSIBILITIES

  • Track and manage all investor interactions, meetings, and follow-ups within the CRM
  • Support preparation for investor meetings by providing notes, summaries, and next steps
  • Respond to investor inquiries related to fund structure, portfolio companies, performance, and operations in a timely and professional manner
  • Manage investor onboarding processes for funds and special purpose vehicles, including coordination of KYC, subscriptions, and administrative workflows
  • Liaise with fund administrators, finance, and legal partners to ensure a seamless investor experience
  • Draft and support investor-facing materials including quarterly letters, fundraising decks, and update communications
  • Synthesize portfolio performance data and strategic themes into clear, investor-ready content
  • Track industry trends, competitors, and market developments and share insights internally
  • Support planning and execution of investor events, meetings, and personalized engagement initiatives
  • Assist with internal organization, meeting preparation, and accountability tracking across investor relations efforts
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