Investor Relations Associate: Client Analytics & RFP Lead

Landing Point

New York (NY)

On-site

USD 150,000 - 160,000

Full time

14 days+
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Landing Point, a leading investment firm, seeks an Associate for its Investor Relations team in New York. The role focuses on analytics, client materials, and tailored investor communications.

You will support RFPs, investor reporting, and AUM calculations while translating complex strategies into clear messages for clients. Ideal candidates have a Bachelor's degree with 3+ years in Investor Relations, investment banking, or consulting, and strong Excel/PowerPoint skills within a fast-paced

Qualifications

  • Bachelor's degree; minimum 3 years’ experience in Investor Relations, Investment Banking, or Consulting preferred.
  • Strong technical skills, particularly in Excel and PowerPoint.
  • Solid understanding of credit markets preferred.
  • High degree of comfort working in a fast-paced, entrepreneurial environment.

Responsibilities

  • Partner with regional Business Development teams to provide client-specific analytics and tailored materials for client meetings and strategic initiatives.
  • Prepare and deliver RFPs/DDQs for existing and prospective investors, collaborating with product and infrastructure teams.
  • Maintain a deep understanding of products and strategies, translating complex information into clear messaging for client materials.
  • Serve as a central point for inbound investor requests, ensuring cohesive and consistent communication.
  • Support investor-level AUM calculations and ensure alignment between client reporting and internal metrics.
  • Drive the development and enhancement of the firm's language library, ensuring content remains current and aligned with evolving strategies.
  • Manage the collation and distribution of recurring and ad-hoc investor reporting, ensuring accuracy and timeliness.
  • Execute multiple high-priority initiatives, maintaining quality standards and meeting deadlines.

Skills

Investor Relations
Credit markets understanding
Analytical thinking

Education

Bachelor's degree

Tools

Excel
PowerPoint

Job description

Landing Point, a leading investment firm, seeks an Associate for its Investor Relations team in New York. The role focuses on analytics, client materials, and tailored investor communications.

You will support RFPs, investor reporting, and AUM calculations while translating complex strategies into clear messages for clients. Ideal candidates have a Bachelor's degree with 3+ years in Investor Relations, investment banking, or consulting, and strong Excel/PowerPoint skills within a fast-paced

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Investor Solutions Associate – IR & Capital Raising
Investor Solutions Associate – IR & Capital Raising

Landing Point • New York (NY)

On-site
USD 150,000
Associate, Investor Relations
Associate, Investor Relations

Landing Point • New York (NY)

On-site
USD 150,000 - 160,000
Investor Relations Associate
Investor Relations Associate

Alexander Chapman • New York (NY)

On-site
USD 70,000 - 90,000
Investor Experience Associate (Private Equity)
Investor Experience Associate (Private Equity)

Landing Point • New York (NY)

On-site
Senior Associate, Investor Operations & Reporting
Senior Associate, Investor Operations & Reporting

Landing Point • New York (NY)

On-site
USD 115,000 - 200,000
Investor Relations Associate/Senior Associate - Investment Management - NYC
Investor Relations Associate/Senior Associate - Investment Management - NYC

Atlantic Group • New York (NY)

On-site
USD 90,000 - 150,000
Investor Relations Associate
Investor Relations Associate

Nextera Search • New York (NY)

On-site
USD 65,000 - 90,000
Investor Relations Associate
Investor Relations Associate

Atlantic Group • New York (NY)

On-site
USD 115,000 - 150,000
Excellent benefits
Investor Relations Diligence Associate - Insurance Focus
Investor Relations Diligence Associate - Insurance Focus

Landing Point • Boston (MA)

On-site
USD 75,000 - 100,000
Strategic FP&A & Transformation Analyst
Strategic FP&A & Transformation Analyst

Landing Point • New York (NY)

On-site
USD 83,000 - 96,000