Private Equity
Investment Reporting & Client Solutions Analyst
Private Equity, Boston, Massachusetts, us, 02298
Investment Reporting & Client Solutions Analyst
Join a high-performing Investor Relations team within a leading global investment platform. This is an exciting opportunity for an early-career professional to step into a visible, fast‑paced role supporting world‑class private equity, venture, impact, and life sciences investment teams. You’ll work closely with senior IR professionals, contribute to strategic initiatives, and gain deep exposure across fundraising, investor communications, data analytics, and market insights.
This role is ideal for someone who thrives in a collaborative environment, enjoys analytical and communication‑focused work, and wants to grow within a dynamic investment organization.
What You’ll Own Investor Communications & Requests
Complete RFPs/RFIs and maintain Due Diligence Questionnaires (DDQs)
Support investor information requests during fundraising cycles and throughout ongoing investor relationships
Analytics & Insights
Perform fund‑level, investor‑level, and market‑level analysis
Conduct research and provide analytical support for special IR initiatives and strategic projects
Reporting & Materials
Assist with recurring reporting, including performance updates and client‑ready communications
Update marketing collateral, pitch materials, and investor letters
Maintain consultant, CRM, and performance databases to ensure data accuracy
What You Bring
Strong academic background (BS/BA)
0–4 years of experience in asset management, consulting, financial services, or investment marketing
Excellent interpersonal skills and ability to work with senior stakeholders
Strong analytical skills with comfort interpreting large datasets
Proven ability to manage multiple deadlines and competing priorities
Collaborative mindset and willingness to take ownership of tasks large and small
Advanced Excel and PowerPoint abilities (VLOOKUPs, pivot tables, data manipulation)
Highly detail‑oriented, proactive, and curious with a strong work ethic
Series 7 & 63 preferred; must obtain within 90 days if not already licensed
Seniority Level
Associate
Employment Type
Full‑time
Job Function
Finance and Analyst
Investment Management, Financial Services, and Venture Capital and Private Equity Principals
Benefits
Medical insurance
Vision insurance
401(k)
Pension plan
Child care support
Paid maternity leave
Paid paternity leave
Student loan assistance
Tuition assistance
Disability insurance
#J-18808-Ljbffr
This role is ideal for someone who thrives in a collaborative environment, enjoys analytical and communication‑focused work, and wants to grow within a dynamic investment organization.
What You’ll Own Investor Communications & Requests
Complete RFPs/RFIs and maintain Due Diligence Questionnaires (DDQs)
Support investor information requests during fundraising cycles and throughout ongoing investor relationships
Analytics & Insights
Perform fund‑level, investor‑level, and market‑level analysis
Conduct research and provide analytical support for special IR initiatives and strategic projects
Reporting & Materials
Assist with recurring reporting, including performance updates and client‑ready communications
Update marketing collateral, pitch materials, and investor letters
Maintain consultant, CRM, and performance databases to ensure data accuracy
What You Bring
Strong academic background (BS/BA)
0–4 years of experience in asset management, consulting, financial services, or investment marketing
Excellent interpersonal skills and ability to work with senior stakeholders
Strong analytical skills with comfort interpreting large datasets
Proven ability to manage multiple deadlines and competing priorities
Collaborative mindset and willingness to take ownership of tasks large and small
Advanced Excel and PowerPoint abilities (VLOOKUPs, pivot tables, data manipulation)
Highly detail‑oriented, proactive, and curious with a strong work ethic
Series 7 & 63 preferred; must obtain within 90 days if not already licensed
Seniority Level
Associate
Employment Type
Full‑time
Job Function
Finance and Analyst
Investment Management, Financial Services, and Venture Capital and Private Equity Principals
Benefits
Medical insurance
Vision insurance
401(k)
Pension plan
Child care support
Paid maternity leave
Paid paternity leave
Student loan assistance
Tuition assistance
Disability insurance
#J-18808-Ljbffr