Analyst - Capital Markets

Rockbridge; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Rockbridge—a hospitality-centered investment firm—is seeking an Analyst to support the Capital Markets team across capital raising, fund formation, governance and investor relations. You will contribute to investor communications, reporting, data management and due diligence initiatives, including financial modeling and track record maintenance.

You will prepare fundraising materials, manage investor meeting data, and collaborate with executives and teams to deliver timely, accurate investor

Qualifications

• Strong analytical and critical thinking with exceptional attention to detail.
• Ability to analyze financial, operational, and market data and translate findings into clear insights.
• Excellent written and verbal communication and interpersonal skills.
• Experience with Excel and PowerPoint; investor relations background is a plus.

Responsibilities

• Prepare fundraising documents and communications with analytical support and pitchbook materials.
• Create and manage investor meeting presentation materials with underlying data analysis.
• Maintain and analyze Rockbridge track record, investor and market data for IR and due diligence.
• Support investor relations initiatives with quarterly and annual reports and other communications.
• Prepare and maintain investor due diligence materials, data rooms and questionnaires.
• Assist with Rockbridge’s Annual Investor Meeting presentation development and materials.
• Coordinate with senior executives, asset management, accounting, legal and operations for investor deliverables.
• Provide analytical support for new strategic initiatives and special projects.
• Identify opportunities for process improvement and technological advancement.

Skills

Analytical skills

Financial analysis

Attention to detail

Written and verbal communication

Multi-priority management

Interpersonal skills

Excel

PowerPoint

Investor relations familiarity

Tools

Microsoft Excel

PowerPoint

Job description

The Analyst will support the Capital Markets team, which is responsible for Rockbridge's capital raising, fund formation, fund governance, and investor relations activities across existing and future investment platforms. The Analyst will play a key role in supporting investor communications, reporting, data management, and due diligence initiatives. Responsibilities include financial modeling and analysis, track record maintenance, investor reporting, preparation of fundraising materials, and support of other strategic initiatives.

Key Responsibilities:

• Support the preparation of fundraising documents and communications, including analytical support and pitchbook materials.
• Create and manage presentation materials for investor meetings, including underlying data analysis and reporting.
• Maintain and analyze Rockbridge track record, investor, and market data to support investor relations and due diligence efforts.
• Provide analytical, writing, and proofreading support for investor relations initiatives, including quarterly reports, annual reports, and other investor communications.
• Support the preparation and maintenance of investor due diligence materials, including data rooms, questionnaires, and recurring information requests.
• Help prepare for Rockbridge's Annual Investor Meeting by assisting with presentation development and supporting materials.
• Interface with internal teams, including senior executives, asset management, accounting, legal, and operations, to coordinate information and support investor-related deliverables.
• Provide analytical support for new strategic initiatives and special projects.
• Support Rockbridge's goal of continuous improvement by identifying and implementing opportunities for process enhancement and technological advancement.

Job Requirements:

• Entrepreneurial individuals with a strong work ethic and a high level of intellectual curiosity.
• Flexible and adept at managing multiple priorities in a fast-paced, collaborative, deadline-sensitive environment.
• Strong analytical and critical thinking skills with exceptional attention to detail.
• Demonstrated ability to analyze financial, operational, and market data and translate findings into clear, actionable insights.
• Excellent interpersonal, organizational, and written and verbal communication skills.
• Proficient in Microsoft Excel and PowerPoint.
• Demonstrated ability to write effectively and communicate complex information clearly.
• Experience in finance, accounting, real estate, hospitality, of investor relations is beneficial but not required.
• Passing Series 7 and 63 exams may be required.

Company Overview:

Rockbridge is a hospitality-centered investment firm designed to cultivate value and enrich life. Since 1999, the firm has completed more than 313 investments across 39 states with $11.5 billion in total capitalization and $5.0 billion in assets under management. Rockbridge’s vertically integrated platform leverages deep industry expertise, decades of experience, and inspired placemaking to mitigate risk and consistently outperform the market. Guided by its mission, Rockbridge is recognized as a philanthropic, community-focused organization, making a lasting difference for the people it serves and the markets where it operates. Learn more at rockbridgeholdings.com and Instagram.