Goanna Capital Management
Investor Relations & Reporting Associate (West Palm Beach)
Goanna Capital Management, West Palm Beach, Florida, United States, 33412
Job Title : Investor Relations & Reporting Associate
Location : West Palm Beach, FL (HQ)
Goanna Capital invests in the most ambitious technology companies shaping the future of AI, SaaS, cloud, and frontier innovation. Our portfolio includes category-defining leaders such as Anthropic, OpenAI, Ramp, Rippling, and Neuralink (https://www.bloomberg.com/news/articles/2025-01-13/goanna-seeks-1-3-billion-for-bets-on-highly-coveted-startups).
The Role:
We are seeking an
Investor/LP Relations & Reporting Associate
who has deep experience with investor communications, fund reporting, and stakeholder management. The ideal candidate has worked at a private markets investment firm, fund administrator, or professional services firm (accounting / audit preferred) and has directly managed LP relationships, quarterly reporting cycles, investor communications, and the full spectrum of limited partner servicing activities.
What Youll Do:
Fundraising Support Manage and respond to all prospective investor due diligence requests during fundraising cycles Prepare and maintain data room materials including portfolio performance data, track records, and case studies Create benchmark comparisons and competitive positioning analyses for fundraising materials Develop custom analyses and reports to address specific prospective LP inquiries Support virtual and in-person due diligence meetings with comprehensive supporting materials
Investor Relations & Communications Own the creation and distribution of comprehensive quarterly LP letters, ensuring clear communication of fund performance, portfolio developments, and market commentary Proactively address LP questions and concerns with timely, thorough responses Produce regular market updates and portfolio breakdowns to keep investors informed between formal reporting periods Manage all ad-hoc LP data requests and information needs Ensure all investor communications maintain consistent messaging and professional quality
Core Fund Operations & Reporting Lead quarterly and annual LP reporting processes, ensuring timely and accurate delivery of all investor communications Oversee capital account maintenance and LP statement preparation Process capital calls and coordinate investor funding activities with clear, detailed notices Calculate and distribute proceeds from investment exits with accompanying investor communications Manage investor portal and CRM systems, ensuring LPs have access to up-to-date information
Compliance & Audit Management Lead coordination of fund and SPV audits with external auditors Ensure compliance with Limited Partnership Agreement terms and regulatory requirements Prepare K-1 packages and coordinate tax reporting distribution Manage regulatory filings including Form ADV updates and Blue Sky compliance Oversee adherence to ILPA reporting guidelines and industry best practices
Portfolio Operations & Analysis Synthesize portfolio company performance data into compelling investor narratives Create detailed portfolio breakdowns by sector, geography, vintage, and other relevant metrics Maintain investment valuations and performance metrics (IRR, MOIC, DPI, RVPI) Develop benchmark comparisons against relevant indices and peer funds Support investment team with closing documentation and fund deployment tracking
Operational Excellence Establish and optimize processes for responding to investor requests efficiently Create templates and materials for common investor inquiries Coordinate with fund administrators, legal counsel, and other service providers Uphold best practices for investor communications and stakeholder management Drive continuous improvement in reporting quality and response times
What Were Looking For:
3-7 years in private markets investor relations, fund administration, fund accounting at a PE/VC firm, fund administrator, fund services or Big 4 accounting / audit practice Advanced Excel proficiency and experience with investor reporting systems and data rooms Proven track record of managing investor requests and due diligence processes Exceptional written and verbal communication skills with proven ability to craft compelling investor communications and quarterly letters Experience translating complex portfolio data into clear, digestible formats for audiences Deep understanding of private markets fund structures, valuations, waterfall calculations, and accounting Comprehensive knowledge of institutional LP expectations, due diligence requirements, and ongoing reporting needs Experience managing multiple stakeholders and competing deadlines in fast-paced environments Strong attention to detail Bachelor's degree in Finance, Accounting, Economics or related field; CPA or progress toward certification preferred Client service mindset with ability to anticipate and proactively address investor needs
Why Goanna:
Competitive salary and performance-based bonuses Incredible culture and room to grow across the Goanna ecosystem
Location : West Palm Beach, FL (HQ)
Goanna Capital invests in the most ambitious technology companies shaping the future of AI, SaaS, cloud, and frontier innovation. Our portfolio includes category-defining leaders such as Anthropic, OpenAI, Ramp, Rippling, and Neuralink (https://www.bloomberg.com/news/articles/2025-01-13/goanna-seeks-1-3-billion-for-bets-on-highly-coveted-startups).
The Role:
We are seeking an
Investor/LP Relations & Reporting Associate
who has deep experience with investor communications, fund reporting, and stakeholder management. The ideal candidate has worked at a private markets investment firm, fund administrator, or professional services firm (accounting / audit preferred) and has directly managed LP relationships, quarterly reporting cycles, investor communications, and the full spectrum of limited partner servicing activities.
What Youll Do:
Fundraising Support Manage and respond to all prospective investor due diligence requests during fundraising cycles Prepare and maintain data room materials including portfolio performance data, track records, and case studies Create benchmark comparisons and competitive positioning analyses for fundraising materials Develop custom analyses and reports to address specific prospective LP inquiries Support virtual and in-person due diligence meetings with comprehensive supporting materials
Investor Relations & Communications Own the creation and distribution of comprehensive quarterly LP letters, ensuring clear communication of fund performance, portfolio developments, and market commentary Proactively address LP questions and concerns with timely, thorough responses Produce regular market updates and portfolio breakdowns to keep investors informed between formal reporting periods Manage all ad-hoc LP data requests and information needs Ensure all investor communications maintain consistent messaging and professional quality
Core Fund Operations & Reporting Lead quarterly and annual LP reporting processes, ensuring timely and accurate delivery of all investor communications Oversee capital account maintenance and LP statement preparation Process capital calls and coordinate investor funding activities with clear, detailed notices Calculate and distribute proceeds from investment exits with accompanying investor communications Manage investor portal and CRM systems, ensuring LPs have access to up-to-date information
Compliance & Audit Management Lead coordination of fund and SPV audits with external auditors Ensure compliance with Limited Partnership Agreement terms and regulatory requirements Prepare K-1 packages and coordinate tax reporting distribution Manage regulatory filings including Form ADV updates and Blue Sky compliance Oversee adherence to ILPA reporting guidelines and industry best practices
Portfolio Operations & Analysis Synthesize portfolio company performance data into compelling investor narratives Create detailed portfolio breakdowns by sector, geography, vintage, and other relevant metrics Maintain investment valuations and performance metrics (IRR, MOIC, DPI, RVPI) Develop benchmark comparisons against relevant indices and peer funds Support investment team with closing documentation and fund deployment tracking
Operational Excellence Establish and optimize processes for responding to investor requests efficiently Create templates and materials for common investor inquiries Coordinate with fund administrators, legal counsel, and other service providers Uphold best practices for investor communications and stakeholder management Drive continuous improvement in reporting quality and response times
What Were Looking For:
3-7 years in private markets investor relations, fund administration, fund accounting at a PE/VC firm, fund administrator, fund services or Big 4 accounting / audit practice Advanced Excel proficiency and experience with investor reporting systems and data rooms Proven track record of managing investor requests and due diligence processes Exceptional written and verbal communication skills with proven ability to craft compelling investor communications and quarterly letters Experience translating complex portfolio data into clear, digestible formats for audiences Deep understanding of private markets fund structures, valuations, waterfall calculations, and accounting Comprehensive knowledge of institutional LP expectations, due diligence requirements, and ongoing reporting needs Experience managing multiple stakeholders and competing deadlines in fast-paced environments Strong attention to detail Bachelor's degree in Finance, Accounting, Economics or related field; CPA or progress toward certification preferred Client service mindset with ability to anticipate and proactively address investor needs
Why Goanna:
Competitive salary and performance-based bonuses Incredible culture and room to grow across the Goanna ecosystem