Investor Relations Analyst

Dartmouth Partners; New York (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

Dartmouth Partners seeks an Investor Relations Analyst in NYC to support fundraising, investor due diligence, and communications with institutional investors. The role offers exposure to fundraising presentations, CRM management, and cross-functional coordination with investment, finance, legal, and compliance teams.

You will coordinate investor meetings, prepare materials, track activity, and help drive the firm's client-relations initiatives during an active fundraising cycle, reporting to

Qualifications

• 1-2 years of professional experience.
• Exceptional attention to detail and organizational skills.
• Strong Excel and PowerPoint capabilities.
• Ability to manage multiple workstreams and competing priorities.
• Excellent written and verbal communication skills.

Responsibilities

• Support ongoing fundraising efforts and investor due diligence processes.
• Coordinate investor meetings, roadshows, and follow-up communications.
• Assist with fundraising presentations, data requests, and marketing materials.
• Track investor activity and maintain fundraising pipelines.
• Respond to investor requests and information inquiries.
• Partner with investment, finance, legal, and compliance teams to deliver timely information.
• Maintain CRM and investor databases with accuracy.
• Help coordinate annual meetings, investor events, and firm conferences.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Ability to manage multiple workstreams

Tools

Excel

PowerPoint

Job description

Compensation: $110,000 - $140,000 Base Salary + Performance Bonus

About the Opportunity

A leading middle-market private equity firm is seeking an Investor Relations Analyst to join its New York-based team.

This is a unique opportunity for an early-career finance professional to join a highly respected private equity platform during an active fundraising cycle. The Analyst will work directly with senior Investor Relations professionals, firm leadership, investment professionals, finance, and operations teams while helping drive capital raising efforts and supporting relationships with a sophisticated institutional investor base.

Unlike many traditional private equity roles that follow a structured 2-3 year analyst program, this position offers a clear long-term career path within investor relations and fundraising. You’ll will gain broad exposure across fundraising, investor communications, reporting, annual meeting preparation, co-investment activity, and strategic firm initiatives.

What You’ll Do:

• Support ongoing fundraising efforts and investor due diligence processes.
• Coordinate investor meetings, roadshows, and follow-up communications.
• Assist with fundraising presentations, data requests, and marketing materials.
• Track investor activity and maintain fundraising pipelines.

Limited Partner Coverage

• Respond to investor requests and information inquiries.
• Partner with investment, finance, legal, and compliance teams to deliver timely and accurate information.
• Support relationship management efforts with existing and prospective institutional investors.

Reporting & Analytics

• Assist in preparing quarterly and annual investor reporting materials.
• Analyze portfolio and firm-level data to support LP communications.
• Maintain CRM and investor databases with a high degree of accuracy and organization.

Events & Strategic Projects

• Help coordinate annual meetings, investor events, and firm-sponsored conferences.
• Support special projects across Investor Relations, Finance, Operations, and the Investment Team.
• Contribute to a variety of strategic initiatives within a lean

Ideal Background

We’re particularly interested in candidates who have demonstrated strong execution skills in demanding, detail-oriented environments.

Preferred backgrounds include:

• Private Equity Investor Relations
• Other analytical, client-facing financial services roles

(Healthcare experience is a plus but not required)

What We’re Looking For

• 1-2 years of professional experience.
• Exceptional attention to detail and organizational skills.
• Strong Excel and PowerPoint capabilities.
• Ability to manage multiple workstreams and competing priorities.
• Excellent written and verbal communication skills.
• High level of professionalism, judgment, and intellectual curiosity.
• Interest in private equity, fundraising, and investor relations.
• Desire to build a long-term career within investor relations rather than pursue a traditional rotational finance program.

Why This Opportunity?

• Join a highly successful private equity platform with an established institutional investor base.
• Work directly with senior leadership and key decision-makers.
• Receive meaningful responsibility from day one.
• Build a long-term career within private equity investor relations.
• Learn in a collaborative, high-performance environment that values mentorship and professional growth.

This role is ideal for a top-performing Investment Banking Analyst interested in remaining within the private markets ecosystem while transitioning into a client-facing, relationship-driven career focused on fundraising, investor engagement, and strategic communications.