Investor Relations Analyst

My client a successful Investment Management firm located in Boston is looking to bring on an Investor Relations Analyst to their growing team. As the Investor Relations Analyst, you will work collaboratively with across the firm and directly with Investor Relation professionals as well as the Chief Operating Officer/Chief Financial Officer.

Responsibilities:

You will be responsible for managing a diverse set of responsibilities in a fast-paced environment including:

  • Support all marketing activities (fundraising, client services, investor research)
  • Create and update marketing materials, working across business functions to streamline the approval process
  • Schedule investor meetings/calls including drafting investor outreach and meeting minutes
  • Coordinate and assist with investment and operational due diligence
  • Support annual meeting content creation and planning
  • Prepare responses to ad hoc investor requests
  • Maintain and manage investor relations side of CRM database, Salesforce, as well as website and investor portals

Qualifications:

  • BA/BS degree in relevant field
  • 4-5+ years of experience within Finance, Consulting, or Client Service position       
  • Proficient in MS Office (Excel, Power Point, Teams, Outlook etc.)
  • Willingness to travel domestically/internationally
  • High level of discretion in handling confidential information
  • Exceptional oral and written communication skills
  • Must be fully vaccinated and Boosted

This is a full-time opportunity that will allow for competitive pay and excellent benefits. If you are interested in this opportunity, please reach out to Kelly Hanlon directly at khanlon@daleyaa.com

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