Investor Relations & DDQ Analyst — AI-Driven IR Growth

Affinius Capital; Texas; Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Affinius Capital is seeking an Analyst to support the Global Investors Group with investor relations, servicing, and due diligence, helping scale responses to DDQ and RFP requests. The role emphasizes data-driven preparation, cross-functional collaboration, and timely delivery of investor-ready materials.

Based in our San Antonio office, you will manage inquiries, profiles, and documentation workflows, while leveraging AI tools to improve efficiency and consistency across investor communications

Formación

• Bachelor's degree in Finance, Economics, Real Estate, Marketing, English or related field.
• 0-2 years of experience in private equity real estate and/or investor relations, financial/investor communications, client support or financial public relations.
• Advanced proficiency with Microsoft Office suite, particularly Excel and PowerPoint.
• Project management experience.
• Exceptional critical thinking.
• Effective written and verbal communication skills.
• Willing to work onsite full-time in the San Antonio office.
• Qualifications may warrant placement in different job title.

Responsabilidades

• Manage and maintain the investor inquiry inbox, ensuring timely, organized, and professional responses to incoming requests, and tracking items across internal stakeholders.
• Prepare investor and prospect profiles to brief internal stakeholders ahead of meetings, synthesizing third-party research, historical interactions, and relationship intelligence.
• Leverage and help implement AI-enabled tools and workflow solutions to streamline DDQ completion, document management, and knowledge retrieval, driving scalable efficiencies while adhering to firm policies and quality standards.
• Manage prospective investor DDQs, RFPs, and ad hoc diligence requests end-to-end, including intake, tracking, coordination of internal stakeholders, and final delivery-ensuring accuracy, consistency, and timeliness.
• Serve as a central point of coordination for DDQ and document request workflows, improving process efficiency, reducing turnaround time, and enhancing quality control across responses.
• Maintain and continuously enhance the firm's RFP/DDQ response database, partnering with subject matter experts to ensure content is current, accurate, and aligned with evolving investor expectations.
• Identify opportunities to standardize and optimize investor servicing processes, including data organization, response libraries, and document management systems.
• Collaborate with investment, accounting, finance, and compliance teams to develop consistent, high-quality responses and investor materials.
• Support broader Investor Relations and Capital Raising initiatives and strategic projects.
• Additional duties as assigned.

Conocimientos

Data analysis

Excel

PowerPoint

Written communication

Verbal communication

Attention to detail

Time management

Educación

Bachelor's degree in Finance,Econ, Real Estate, Marketing, English or related field

Herramientas

Microsoft Office Suite

Excel

PowerPoint

Descripción del empleo

Affinius Capital is seeking an Analyst to support the Global Investors Group with investor relations, servicing, and due diligence, helping scale responses to DDQ and RFP requests. The role emphasizes data-driven preparation, cross-functional collaboration, and timely delivery of investor-ready materials.

Based in our San Antonio office, you will manage inquiries, profiles, and documentation workflows, while leveraging AI tools to improve efficiency and consistency across investor communications