Investor Relations Analyst/Associate

Bridge Investment Group; New York (NY); On-site; USD 85,000 - 105,000; Full time

Job summary

A leading company in the investment sector is seeking an Investor Relations Analyst/Associate to join their dynamic team in New York. The role involves supporting client relationship management, coordinating inquiries, and enhancing investor communications while collaborating closely with various departments. Candidates should possess an undergraduate degree with relevant experience in investment or client services, alongside strong communication and analytical skills.

Qualifications

• 2-5 years of experience in alternative investments or investment banking.
• Experience with client statements and financial reporting is a plus.
• Ability to handle multiple projects concurrently in a fast-paced environment.

Responsibilities

• Liaise with Bridge teams to respond to investor inquiries efficiently.
• Support fundraising and manage existing LP relationships.
• Assist with capital event notices and maintenance of business visibility.

Skills

Communication

Analytical skills

Attention to detail

Education

Undergraduate degree

Tools

Microsoft Office Suite

Job description

Join to apply for the Investor Relations Analyst/Associate role at Bridge Investment Group

Join to apply for the Investor Relations Analyst/Associate role at Bridge Investment Group

We are seeking to fill an analyst/associate-level position within our Investor Relations group. The Investor Relations team handles all aspects of client support with a focus on servicing of existing clients. We are a small, dynamic group of hard workers responsible for conceptualizing and implementing a superior client experience for all Bridge investors, and for supporting and complementing the capital-raising activities of our Client Solutions Group (CSG), to which we are adjacent. While CSG is responsible for raising capital, they depend on us to answer client inquiries, problem-solve, and raise the profile of Bridge, both with our current LPs, as well as with the broader universe. The Investor Relations team aims to deliver exceptional client experiences, whether via email, phone call, or in-person events. The new addition to the team will work directly with peers, the group’s Managing Director, and other senior management professionals in executing these functions. You will have the opportunity to make a tangible impact and help shape the direction of the firm’s strategy in these areas.

Client Solutions Group

Bridge’s Client Solutions Group (CSG) works directly with some of the largest and most sophisticated investors in the world including major wealth platforms, registered investment advisors, independent broker dealers and US and International institutions. The team is responsible for raising capital across Bridge’s investment verticals, managing communications with current and prospective investors, and marketing the firm and its strategies.

Responsibilities

• Liaise with respective Bridge teams (i.e. accounting, senior management, tax, compliance) to respond to investor inquiries in a high-touch, timely, and efficient manner.
• Support the fundraising team, fund financial services team, and asset teams on an ongoing basis to manage existing LP relationships.
• Assist with capital event notices and quarterly reporting for individual investors and placement agent relationships by working directly with the fund-specific operations and accounting teams.
• Liaise directly with custodians and placement agents to reconcile position files and placement fee files.
• Maintain full visibility of business and investment activity throughout the organization by coordinating directly with the CIOs, asset teams, accounting teams, and fund financial services teams to communicate fund updates to investors on a frequent basis.
• Maintain and update the FAQ documents and update with applicable investor queries on a regular basis.
• Assist with account update requests from investors by coordinating with the back-office teams.
• Support the creation and publication of Quarterly CIO letters across all active fund vintages.
• Support the Wealth Solutions team by providing quarterly updates and hosting update calls to Financial Advisors and underlying clients.
• Liaise with senior management to prepare and produce presentations.

Qualifications

Candidates should be highly motivated, energetic, and savvy with demonstrated excellence in prior endeavors. In addition to thriving in a fast-paced, client-facing role and having strong communication skills, a successful candidate should have:

• Undergraduate degree and 2-5 years of relevant experience in an alternative investments/investment banking/capital markets or consulting environment
• Experience with and understanding of client statements and financial reporting is a major plus.
• Ability to thrive in an entrepreneurial environment and comfortable managing multiple work streams and projects concurrently
• Ability to build working relationships across various Bridge departments/verticals with individuals at different experience levels
• A self-starter, roll-up-the-sleeves attitude with a strong sense of urgency
• Excellent written and oral communication skills
• Strong analytical skills and attention to detail
• Knowledge of Microsoft Office Suite

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.

The anticipated wage scale for candidates who will work in New York, NY is $85,000-$105,000 per year. The hired applicant will also be eligible for an annual performance based discretionary bonus. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, education, etc. Bridge Investment Group is a multi-state employer and this pay scale may not reflect positions that work in other states or locations.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Consulting

• Industries

  Real Estate and Investment Management

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