Investor Relations Analyst/ Special Projects

HumCap; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A venture capital firm in Dallas seeks an Investor Relations Analyst to enhance relationships with investors and maintain up-to-date CRM records. This role involves preparing materials, responding to investor inquiries, managing schedules, and ensuring operational excellence. Ideal candidates are detail-oriented with strong communication skills and some experience in finance or fundraising. Join a mission-driven team focused on tech investments in national security and innovation.

Qualifications

• 1–2 years of experience in finance, fundraising, or client-service role.
• Proficiency in Google Workspace and willingness to learn CRMs.
• Strong organizational skills and attention to detail.

Responsibilities

• Maintain CRM records and track LP interactions.
• Support preparation of LP-facing materials including updates.
• Assist in responding to LP inquiries with precision.

Skills

Google Workspace proficiency

Detail-oriented

Strong written communication skills

Client-first approach

Tools

Affinity CRM

Google Slides

Google Sheets

PitchBook

Job description

The Investor Relations Analyst will support CLIENT’s Investor Relations team in delivering a best-in-class experience to our Limited Partners and prospective investors. This role is ideal for someone who is relentlessly organized, detail-oriented, and excited to build a career in venture capital IR within a mission-driven, early-stage fund.

The Analyst will own core data and reporting workflows, maintain pristine investor systems, and help produce clear, high-impact materials that reflect CLIENT’s focus as the premier early-stage fund investing in technologies in the critical domains of: AI, autonomy, cybersecurity, and space.

The Analyst will work across current fund responsibilities and fundraising efforts, ensuring accurate LP tracking, seamless operations, and thoughtful support for investor communications.

Investor Relations Support & Data Accuracy

• Maintain highly accurate, up-to-date CRM records (e.g., Affinity or equivalent), tracking LP interactions, contact profiles, commitments, and fundraising pipelines.
• Organize and maintain CLIENT’s investor file system, data rooms, and document libraries with strong version control and clear access pathways.
• Support the preparation of LP-facing materials, including quarterly updates, annual meeting content, portfolio highlights, and ad-hoc diligence requests.
• Assist in responding to LP inquiries with precision, professionalism, and timely follow-through—often coordinating across investment, finance, and platform teams.
• Prepare concise summaries of LP meetings and touchpoints to support relationship-building and continuity across the firm.
• Assist in building and maintaining CLIENT fundraising materials (pitch decks, DDQs, case studies, portfolio one-pagers), ensuring they reflect our dual-use/national security mission and early-stage investment approach.
• Engage in prospecting events and network-building, leverage existing network to build the CLIENT brand with the goal of eventually sourcing and closing prospective investors.
• Research prospective LPs—including institutional allocators and strategic partners aligned with national security and frontier tech—and track outreach progress.
• Support logistics for LP meetings, annual gatherings, and key ecosystem events (e.g., defense/dual-use tech conferences), coordinating calendars, prep notes, and follow-ups.
• Help ensure smooth closes by collecting, tracking, and organizing subscription docs, KYC/AML materials, and onboarding requirements in partnership with fund admin and legal.

Administrative & Managing Partner Support

• Provide high-trust administrative support to one Managing Partner, keeping priorities organized and execution moving smoothly.
• Manage complex scheduling and calendar logistics for LP calls, portfolio meetings, internal check-ins, and external engagements.
• Coordinate travel, itineraries, and related expense tracking for conferences, investor meetings, and portfolio visits.
• Prepare meeting briefs, capture follow-ups, and act as a reliable coordination hub across the Managing Partner’s key relationships and projects.

Operational Excellence & Process Management

• Keep all IR systems, trackers, and reporting databases consistently updated, audit-ready, and easy for the team to navigate.
• Maintain and evolve CLIENT’s internal IR playbook: documenting recurring workflows, templates, and “how-we-do-IR-here” best practices to support scaling.
• Manage workflow details such as link management, doc hygiene, data validation, and investor-deliverable QA to ensure everything leaving the firm is tight and polished.
• Assist with compliance and diligence support, including DDQ libraries, fund fact sheets, and recurring reporting templates—especially important within an RIA environment.
• Coordinate with third-party partners (fund administrators, auditors, legal counsel, placement partners as needed), keeping deliverables on track and information consistent.
• Proactively identify process gaps and recommend improvements—especially where automation or AI could increase quality or speed (within compliance guidelines).

Content & Communications Support

• Draft and edit investor updates, meeting notes, data summaries, and portfolio snapshots with a focus on clarity, accuracy, and CLIENT’s mission narrative.
• Maintain CLIENT’s IR template library (quarterly report formats, diligence responses, investor email structures), driving consistency across communications.
• Support research-driven content for LPs and prospective investors—helping translate portfolio progress and market insights at the nexus of commercial tech and national security.

Qualifications & Attributes

• 1–2 years of experience in finance, fundraising, non-profit, private equity, defense/dual-use tech, or a high-touch client-service role preferred.
• Strong proficiency in Google Workspace (Slides, Sheets, Docs) required; experience or strong willingness to learn CRMs (Affinity/Attio/HubSpot), investor databases (PitchBook/Preqin), and closing tools (Passthrough) is a plus.
• Exceptional organizational skills and attention to detail—your work product should be clean, consistent, and reliable.
• Strong written communication skills with the ability to synthesize complex information into crisp, LP-ready outputs.
• Comfort with structured data, spreadsheets, and multi-threaded tracking systems.
• Ability to manage concurrent priorities and deadlines in a fast-moving venture environment.

Personal Attributes

• Client-first, proactive, detail-obsessed, and dependable: you naturally enjoy being the person who makes the system work.
• Excited to support a mission-driven venture team and contribute behind the scenes to high-trust investor relationships.
• Curious about venture capital, LP decision-making, and defense-tech/dual-use funds tell a compelling story.
• Comfortable handling sensitive information with discretion, especially given CLIENT’s national-security adjacency.
• Interested in applying new technology (including AI) to improve IR workflows and reporting quality.
• Eager to learn, grow, and build a long‑term career in venture capital.