Investor Relations Analyst

Hudson Gate Partners; New York (NY); On-site; USD 100,000 - 115,000; Full time

Job summary

A leading sustainable investment platform is seeking an Analyst to join their New York team. This full-time role includes responsibilities like supporting investment approaches, creating client communications, and collaborating with internal teams. Ideal candidates should have 2 years in investment consulting or a related field, proficiency in Microsoft Office, and a BA/BS in Finance or Economics. This position is office-based in NYC offering a salary range between $100,000 and $115,000 annually.

Qualifications

• 2 years of experience in investment consulting, asset management, or client service.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Experience with a CRM system preferred.

Responsibilities

• Understand investment approaches to support the team.
• Create client communication materials like reports and updates.
• Monitor portfolio performance and adherence to investment policies.

Skills

Detail-oriented

Strong communication

Time management

Problem-solving

Education

BA/BS in Finance, Economics, or liberal arts field

Tools

Microsoft Office

CRM system

Job description

This range is provided by Hudson Gate Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $115,000.00/yr

Our client a leading sustainable investment platform is seeking an analyst to join their small team. This role has a broad range of IR responsibilities.

Key Responsibilities

• Build a strong understanding of investment approach to support the team
• Help support growth efforts (i.e., support new relationship sourcing, identify high-priority clients, create due diligence materials) in collaboration with the Associates, Director, and Partners
• Source information and write responses to questions for the purpose of responding to Requests for Proposal (RFPs) and maintain the firm’s database of responses, ensuring accuracy and consistency of language
• Assist in monitoring portfolio performance, exposures, risk metrics, and adherence to investment policy guidelines
• Collaborate with internal teams (investment research, operations) to support client needs and improve internal processes
• Create client communication materials (i.e., monthly reporting, investor update letters, client investment committee materials, and case studies)
• Respond to client inquiries and provide accurate, timely information, and support new client onboarding
• Maintain data integrity across internal systems, CRM, and reporting platforms
• Support business development efforts by helping draft and coordinate pitch materials for prospective clients
• Research and analyze business development trends, competitor activities, and industry standards to help proactively meet client needs and aid in business growth
• Organize and assist with hosted client-facing events
• Uphold a high standard of professionalism and client service in all interactions

Additional Responsibilities

• Support the Firm’s Director of IR, General Partners, and other senior professionals in cultivating relationships with existing and prospective investors, and managing external communications in a manner consistent with Firm and industry best practices
• Help support fundraising efforts (i.e., support new relationship sourcing, identify high-priority accounts, create data room and diligence materials) in collaboration with the IR Director and Associate IR and other senior professionals
• Maintain a client relationship management (CRM) system for prospect tracking and ongoing client management purposes
• Assist with qualitative and analytical client requests, providing timely and professional service
• Contribute to marketing efforts by assisting with content creation, conference & event preparation, and general branding initiatives
• Collaborate across teams to enhance and streamline internal processes, including the management of investor onboarding and reporting systems
• Collect, organize, and synthesize information from external databases to help with prospective client outreach and prepare client solutions team members for meetings and events

Experience

• 2 years of experience in investment consulting, asset management, banking, client service, business development, or a related field
• Demonstrated proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Experience maintaining a CRM system is preferred
• Strong time management, organizational, and problem‑solving skills with the ability to flourish in a fast‑paced, professional environment
• Strong written and verbal communication skills, with the ability to interact clearly and professionally with clients
• Commitment to quality and attention to detail, ensuring that work is complete, accurate and on time
• Demonstrated interest in private investments, the asset management industry, sustainable investing, and/or the investor relations field
• Minimum education: BA/BS in Finance, Economics, or liberal arts field

This role is in office, based in NYC

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Analyst, Marketing, and Writing/Editing