Investor Relations Analyst

Job DescriptionJob DescriptionWe are in search of an Investor Relations Analyst to join our team in the banking industry based in Boston, Massachusetts. As an Investor Relations Analyst, you will work with our team to ensure effective communication with investors, manage investor records, and provide administrative support to the investor relations function. Primary Duties and Responsibilities Support the IR team in execution of strategic investor marketing/communication and outreach initiatives. Assist in the reporting process, including the preparation of quarterly letters, investor presentations, and other firm/fund collateral. Assist in the completion of due diligence questionnaires. Support fundraising efforts through coordination with placement agents and data room management. Help manage the firms DealCloud database, including maintaining investor records from prospecting through onboarding and periodic reviews. Plan investor meetings, dinners and larger-scale events, such as the Annual General Meeting (in collaboration with the Marketing and Communications team where applicable). Coordinate executive communications, including taking phone calls, responding to emails, and interacting with and building strong relationships with external contacts. Provide logistical support to the IR team, particularly during travel periods. This may include booking domestic and international travel and coordinating itineraries, visas and other needs. Schedule internal/external meetings and coordinate logistics as needed, and help maintain shared team calendar. Provide back-up coverage for IR team members as needed. Perform other duties as assigned to support the business functions of the Firm. Bachelors degree with 1-3 years of experience. Experience working with Investor Relations teams preferred. Strong team-player. Excellent communication skills, both written and verbal. Strong attention to detail. Outstanding interpersonal skills and high emotional intelligence. Ability to maintain a strict degree of confidentiality with all company matters. Proficient in Microsoft Office (Outlook, Excel, Word and PowerPoint) and ability to learn other software utilized by the firm. Embraces and actively promotes an inclusive and equitable work environment.Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

Created: 2025-03-31