Investor Relations Analyst: Growth & Data Enablement

Dartmouth Partners; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

Dartmouth Partners in London is seeking an Investor Relations Analyst/Associate to join its IR team. You will support marketing materials, investor DDQs, and CRM updates. The role requires 2-5 years in IR within funds, strong communication across internal teams and external administrators, and proactive problem solving.

You will balance multiple projects in a fast-paced environment. A focus on process improvements and data accuracy will be valued as you interact with an external administrator

Qualifications

• 2-5 years of experience in investor relations within a fund/alternatives investment manager
• Ability to balance multiple concurrent projects in a fast-paced environment
• Strong communication skills across internal teams and external administrators
• Excellent problem-solving skills, with initiative and the ability to manage projects independently start-to-finish
• Interest in driving technological/process improvement initiatives
• Strong analytical ability and attention to detail

Responsibilities

• Update marketing materials including monthly presentations, monthly/quarterly commentary, monthly risk reports, ad hoc presentations, and factsheets across an extensive product suite
• Maintain the firm's data room with the latest approved materials
• Complete bespoke investor DDQs in line with approved answers, liaising with content owners on new Q&A
• Update firm and fund template DDQs, working with content owners and Legal & Compliance for final approval
• Ensure all materials carry appropriate supporting documentation and DISCLAIMERS, and are formally approved prior to distribution
• Support the IR and Business Development teams with ad hoc requests and projects
• Participate in investor Operational Due Diligence meetings, taking notes and managing follow-up items
• Provide prospective investors with fund documents and update the CRM with pipeline details
• Support processing of subscriptions, transfers, and redemptions for one of the firm's external-facing funds
• Liaise with the firm's external administrator to ensure complete documentation for existing and prospective investor accounts
• Maintain and reconcile investor data across pending and final capital activity
• Process investor legal documentation, including Subscription, Redemption and Transfer Documents

Skills

Investor relations experience

Multi-project management

Strong communication

Analytical skills

Tools

MS Office

Adobe Acrobat

Job description

Dartmouth Partners in London is seeking an Investor Relations Analyst/Associate to join its IR team. You will support marketing materials, investor DDQs, and CRM updates. The role requires 2-5 years in IR within funds, strong communication across internal teams and external administrators, and proactive problem solving.

You will balance multiple projects in a fast-paced environment. A focus on process improvements and data accuracy will be valued as you interact with an external administrator