Investor Relations Analyst/Associate

Selby Jennings; Boston (MA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive benefits package

Job summary

Selby Jennings seeks an Investor Relations Analyst/Associate for its Boston office, offering a hybrid work schedule. You will support diligence, marketing, and reporting for institutional investors alongside senior IR professionals and investment teams.

Responsibilities include preparing RFPs/RFIs/DDQs, creating pitchbooks and collateral, managing the CRM lifecycle, and assisting with product management and fundraising analytics.

Qualifications

• Bachelor's Degree from a highly regarded institution.
• 2-4 years of experience in asset management, consulting or financial services' related marketing.
• Strong interpersonal skills and ability to interact with senior members in the firm.
• Ability to understand, interpret, and organize large data sets.
• Strong Excel and PowerPoint skills.
• VLOOKUP, pivot tables, etc.

Responsibilities

• Complete RFPs, RFIs, and DDQs and collaborate with internal investment and IR teams to produce pitchbooks, presentations, and marketing collateral.
• Manage the CRM lifecycle and assist with product management and reporting tools.
• Perform fund, investor, and market-level analysis to support fundraising and client service efforts.

Skills

Excel

PowerPoint

Interpersonal skills

Data interpretation

Strong communication

Analytical thinking

Education

Bachelor's Degree

Tools

VLOOKUP

Pivot tables

Job description

Firm Overview

A leading global private investment firm that has an AUM of over $200B is currently seeking an Investor Relations Analyst or Associate who will help support their emerging insurance team. This individual will sit in the firm's growing Boston office and work alongside senior investor relations professionals and investment teams and cover diligence, marketing, and reporting support for institutional investors. This role will also offer a hybrid work schedule.

Responsibilities

This individual will be responsible for completing RFPs, RFIs, and DDQs and will have the opportunity to collaborate with internal investment and IR teams to produce pitchbooks, presentations, and marketing collateral. Members on this team also have full management of the CRM lifecycle, and will be assisting with product management and reporting tools. This individual will also be performing fund, investor, and market-level analysis to support fundraising and client service efforts.

Qualifications

• Bachelor's Degree from a highly regarded institution
• 2-4 years of experience in asset management, consulting or financial services' related marketing
• Strong interpersonal skills and ability to interact with senior members in the firm
• Ability to understand, interpret, and organize large data sets
• Strong Excel and PowerPoint skills
• VLOOKUP, pivot tables, etc.

Compensation

• Expected Annual Base Salary $70,000 - $110,000
• Competitive benefits package