Capital Markets Analyst: Investor Relations & Fund Strategy

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

Job summary

Rockbridge Holdings, LLC is seeking an Analyst – Capital Markets to back the capital markets team in fundraising, fund formation, governance, and investor relations. You will assist with investor reporting, data management, and due diligence initiatives, and support strategic projects across platforms.

The role emphasizes financial modeling, track record maintenance, and preparation of fundraising materials, with collaboration across finance, accounting, legal, and asset management teams.

Qualifications

• Experience in finance, accounting, real estate, or investor relations is beneficial but not required.
• Demonstrated ability to analyze financial, operational, and market data and translate findings into insights.
• Proficient in Microsoft Excel and PowerPoint; strong written and verbal communication.

Responsibilities

• Support the preparation of fundraising documents with analytical support and pitchbook materials.
• Create and manage investor presentation materials, including data analysis and reporting.
• Maintain and analyze Rockbridge track record, investor and market data for IR and due diligence.
• Provide analytical support for investor communications, quarterly and annual reports.
• Support preparation of investor due diligence materials, data rooms, and information requests.
• Collaborate with senior executives and operations to coordinate investor-related deliverables.
• Assist with new strategic initiatives and opportunities for process and tech improvements.

Skills

Financial analysis

Financial modeling

Data management

Investor relations

Attention to detail

Communication skills

Excel

PowerPoint

Tools

Microsoft Excel

PowerPoint

Job description

Rockbridge Holdings, LLC is seeking an Analyst – Capital Markets to back the capital markets team in fundraising, fund formation, governance, and investor relations. You will assist with investor reporting, data management, and due diligence initiatives, and support strategic projects across platforms.

The role emphasizes financial modeling, track record maintenance, and preparation of fundraising materials, with collaboration across finance, accounting, legal, and asset management teams.