Investor Relations & Fundraising Analyst, Capital Markets

Rockbridge; Columbus (OH); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Rockbridge—a hospitality-centered investment firm—is seeking an Analyst to support the Capital Markets team across capital raising, fund formation, governance and investor relations. You will contribute to investor communications, reporting, data management and due diligence initiatives, including financial modeling and track record maintenance.

You will prepare fundraising materials, manage investor meeting data, and collaborate with executives and teams to deliver timely, accurate investor

Competenze

• Strong analytical and critical thinking with exceptional attention to detail.
• Ability to analyze financial, operational, and market data and translate findings into clear insights.
• Excellent written and verbal communication and interpersonal skills.
• Experience with Excel and PowerPoint; investor relations background is a plus.

Mansioni

• Prepare fundraising documents and communications with analytical support and pitchbook materials.
• Create and manage investor meeting presentation materials with underlying data analysis.
• Maintain and analyze Rockbridge track record, investor and market data for IR and due diligence.
• Support investor relations initiatives with quarterly and annual reports and other communications.
• Prepare and maintain investor due diligence materials, data rooms and questionnaires.
• Assist with Rockbridge’s Annual Investor Meeting presentation development and materials.
• Coordinate with senior executives, asset management, accounting, legal and operations for investor deliverables.
• Provide analytical support for new strategic initiatives and special projects.
• Identify opportunities for process improvement and technological advancement.

Conoscenze

Analytical skills

Financial analysis

Attention to detail

Written and verbal communication

Multi-priority management

Interpersonal skills

Excel

PowerPoint

Investor relations familiarity

Strumenti

Microsoft Excel

PowerPoint

Descrizione del lavoro

Rockbridge—a hospitality-centered investment firm—is seeking an Analyst to support the Capital Markets team across capital raising, fund formation, governance and investor relations. You will contribute to investor communications, reporting, data management and due diligence initiatives, including financial modeling and track record maintenance.

You will prepare fundraising materials, manage investor meeting data, and collaborate with executives and teams to deliver timely, accurate investor