Private Equity
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