Investor Relations Associate

CES

Hyderabad

On-site

INR 1,200,000 - 1,800,000

Full time

14 days+
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Job summary

A financial services firm based in Hyderabad is seeking a Senior Analyst/Lead/AM/Manager for Investor Relations. This role involves drafting investor communications, managing data for capital strategies, and supporting investor engagement. The ideal candidate has experience in investor relations, strong Excel and PowerPoint skills, and a proactive approach to leading initiatives and developing a high-performing team. This offshore position offers significant responsibilities in shaping investor interaction and materials.

Qualifications

  • Several years of experience in investor relations or fundraising.
  • Strong Excel and PowerPoint skills are essential.
  • Experience with data management tools is a plus.
  • Excellent written communication and attention to detail.
  • Self-starter with strong organizational and project-management skills.

Responsibilities

  • Draft quarterly investor letters and maintain backup data files.
  • Update pitch decks with current data and maintain a centralized library.
  • Track RSVPs and manage communications for investor events.
  • Prepare routine investor communications (capital calls, distributions, notices).
  • Maintain and update a tracker of reporting obligations, coordinate distribution emails and portal uploads.
  • Update pitch decks, fact sheets, and DDQs with current data.
  • Maintain a master backup of slides and update portfolio materials for new investments.
  • Assist with formatting and design consistency across materials.
  • Maintain a centralized library of IR collateral and templates.
  • Maintain and organize the investor data room with up-to-date materials.
  • Draft responses to DDQs, RFPs, and investor questionnaires.
  • Maintain the master DDQ with approved responses and firm data.
  • Coordinate with other teams for ongoing updates.
  • Event Planning: Track RSVPs, and maintain the planning timeline.
  • Communications: Draft and send invitations, manage investor inquiries, and update CRM attendance records.
  • Materials: Prepare and format decks, agendas, and bios; ensure consistent branding and data accuracy.
  • Post-Event: Send thank-yous, distribute materials, log engagement data, and summarize feedback for internal review.

Skills

Investor relations experience
Strong Excel skills
PowerPoint skills
Data management tools
Written communication
Project management
Private markets
Written communication
Attention to detail
Project management

Tools

CRM systems

Job description

We have an immediate job opportunity for you as an Senior Analyst/Lead/AM/Manager - Investor Relations - IC Role

Shifting Timings : 3:00 PM IST to 12:00 AM IST

Notice Period: Immediate to 60 Days

We are seeking an associate to support the firm’s fundraising, investor relations, and product strategy efforts. This offshore role offers a unique opportunity to help build out a new function from the ground up — shaping how we engage with investors, manage data, and deliver high-quality materials and events. The ideal candidate is a highly organized, detail-oriented team player who takes ownership and is eager to add value across investor relations and capital development. Over time, this individual will take on greater responsibility and leadership, including developing and managing a team to support these activities.

Job Responsibilities
Investor Relations
  • Draft the first version of quarterly investor letters or other communications using data from filings and portfolio systems.
  • Maintain backup data files supporting all reported figures.
  • Coordinate with Finance and Accounting for final performance data and capital figures.
  • Prepare routine investor correspondence (capital calls, distributions, notices).
  • Maintain and update a tracker of reporting obligations, coordinate distribution emails and portal uploads.
Presentation / Product Management
  • Update pitch decks, fact sheets, and DDQs with current data.
  • Maintain a master backup of slides and update portfolio materials for new investments.
  • Assist with formatting and design consistency across materials.
  • Maintain a centralized library of IR collateral and templates.
  • Maintain and organize the investor data room with up-to-date materials.
  • Draft responses to DDQs, RFPs, and investor questionnaires.
  • Maintain the master DDQ with approved responses and firm data.
  • Coordinate with other teams for ongoing updates.
Investor Day / Annual Meeting Support
  • Event Planning: Track RSVPs, and maintain the planning timeline.
  • Communications: Draft and send invitations, manage investor inquiries, and update CRM attendance records.
  • Materials: Prepare and format decks, agendas, and bios; ensure consistent branding and data accuracy.
  • Post-Event: Send thank-yous, distribute materials, log engagement data, and summarize feedback for internal review.
Experience / Skills Required
  • Relevant years of experience in investor relations, fundraising support, or private markets operations.
  • Strong Excel and PowerPoint skills; experience with data management tools and CRMs a plus.
  • Familiarity with private credit or private equity investment structures preferred.
  • Excellent written communication and attention to detail.
  • Self-starter with strong organizational and project-management skills.
Personal Attributes
  • Highly professional and responsive communicator.
  • Analytical and detail-oriented with a process‑improvement mindset.
  • Entrepreneurial and eager to take ownership in a growing firm.
  • Ambition to lead and develop a high-performing offshore team.
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