Investor Relations Analyst, Capital Formation

Constitution Capital Partners; Andover (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

Constitution Capital Partners is seeking an Investor Relations Analyst to support capital formation efforts. The role requires a solid understanding of investment concepts, strong communication, and the ability to manage multiple priorities.

You will draft, coordinate, and manage responses to RFPs/RFIs/DDQs, gather and synthesize investment data for investor materials, and assist in preparing marketing presentations and strategy documents.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• 2–3 years of relevant experience in private equity, private credit, asset management, investment banking, investment consulting, or related financial services.
• Strong understanding of investment concepts, private markets strategies, fund structures, and investment performance metrics.
• Excellent written communication skills, with the ability to synthesize complex financial information into clear, concise responses.
• Strong analytical and quantitative skills, including proficiency in Excel and PowerPoint.
• Exceptional attention to detail, organizational skills, and ability to manage competing priorities under tight deadlines.
• Self-motivated, proactive, and able to work independently while collaborating across teams.
• Experience with RFPs, RFIs, DDQs, or institutional investor reporting preferred.

Responsibilities

• Draft, coordinate, and manage responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and other investor inquiries
• Gather, analyze, and synthesize investment, portfolio, performance, and firm-level information for use in investor-facing materials
• Assist in the preparation, updating, and review of marketing presentations, investment strategy materials, and other investor communications
• Maintain and update the firm’s RFP/DDQ content library, ensuring information is accurate, consistent, and current
• Coordinate with Investment, Finance, Operations, Legal, and Compliance teams to obtain and verify information for investor requests and marketing materials
• Support recurring and ad hoc investor reporting, data requests, and due diligence processes
• Manage multiple concurrent projects and deadlines while maintaining a high standard of accuracy and attention to detail
• Assist with other capital formation initiatives and ad hoc projects as needed

Skills

Communication skills

Financial concepts

Excel

PowerPoint

Attention to detail

Project management

RFP/RFI/DDQ experience

Education

Bachelor’s degree in Finance/Economics/Business

Tools

PowerPoint

Job description

Constitution Capital Partners is looking for an Investor Relations Analyst to support capital formation efforts.

The ideal candidate possesses a solid understanding of investment concepts, strong communication skills and is able to effectively manage multiple priorities.

Responsibilities and Duties

• Draft, coordinate, and manage responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and other investor inquiries


• Gather, analyze, and synthesize investment, portfolio, performance, and firm-level information for use in investor-facing materials


• Assist in the preparation, updating, and review of marketing presentations, investment strategy materials, and other investor communications


• Maintain and update the firm’s RFP/DDQ content library, ensuring information is accurate, consistent, and current


• Coordinate with Investment, Finance, Operations, Legal, and Compliance teams to obtain and verify information for investor requests and marketing materials


• Support recurring and ad hoc investor reporting, data requests, and due diligence processes


• Manage multiple concurrent projects and deadlines while maintaining a high standard of accuracy and attention to detail


• Assist with other capital formation initiatives and ad hoc projects as needed

Qualifications and Skills

• Bachelor’s degree with a strong academic record, preferably in Finance, Economics, Business, or a related field


• 2-3 years of relevant experience in private equity, private credit, asset management, investment banking, investment consulting, or a related financial services role


• Strong understanding of investment concepts, private markets strategies, fund structures, and investment performance metrics


• Excellent written communication skills, with the ability to synthesize complex financial and investment information into clear, concise, and accurate responses


• Strong analytical and quantitative skills, including proficiency in Microsoft Excel and PowerPoint


• Exceptional attention to detail, organizational skills, and ability to manage competing priorities under tight deadlines


• Self-motivated, proactive, and able to work independently while collaborating effectively across teams


• Experience with RFPs, RFIs, DDQs, or institutional investor reporting preferred