Senior Investor Relations Platform Lead

Orix Corporation USA; New York (NY); On-site; USD 150,000 - 185,000; Full time

Job summary

ORIX USA seeks an Investor Relations Generalist to serve as a firm-wide integrator across strategies, ensuring consistent messaging, governance, and a scalable investor experience. You will support securitized credit teams across Digital Infrastructure, Structured Credit, Asset Backed Finance, and GP Solutions, collaborating with Sales and Investment teams while coordinating with strategy specialists.

This hands-on, high-visibility role requires 6+ years in IR or related fields, strong

Qualifications

• 6+ years in investor relations, fund marketing, product/RFP management, or business development within alternative asset management; direct exposure to private credit strongly preferred.
• Strong quantitative skills, understanding of private credit markets and ability to conduct market research in order to create compelling narratives.
• Exceptional written and verbal communication skills; high attention to detail and comfort owning firm-wide, externally-facing materials.
• Demonstrated ownership of the end-to-end RFP/DDQ process, including consultant databases (e.g., eVestment, Preqin) and institutional questionnaire standards.
• Exceptional Powerpoint and Excel skills.
• Working knowledge of investor portal and data room platforms (e.g. Intralinks, Juniper Square) and CRM systems (e.g., Salesforce).
• Familiarity with SEC Marketing Rule requirements and experience partnering with Compliance on review and approval workflows.
• Experience with fund subscription documentation and KYC/AML onboarding processes, ideally across multiple vehicle types (drawdown, evergreen/perpetual, REIT, interval fund).
• Proven ability to operate as a cross-functional integrator — comfortable driving alignment across Sales, Product, Legal, Compliance, and Operations without formal authority over those teams.
• Process-oriented mindset with a track record of building or scaling IR infrastructure at a growing platform.
• Bachelor's degree required. Preferred: CFA, CAIA, or MBA a plus.

Responsibilities

• Firm-Level Content Stewardship: Maintain ownership of all strategy-specific marketing materials, corporate positioning, and cross-strategy content. Ensure consistency of messaging, branding, and data across decks, fact sheets, and investor communications and have full knowledge of collateral library in order to respond to investor inquiries efficiently.
• Content Creation: For investment teams lacking existing product strategists, lead and manage marketing collateral creation and investor inquiry responses in partnership with sales team input and investment team data.
• Marketing Governance & Compliance Coordination: Partner with Compliance to enforce marketing "rules of the road," ensuring all materials and communications adhere to regulatory requirements, internal controls, and version-control standards.
• RFP/DDQ Leadership: Lead and manage the full lifecycle of RFPs, DDQs, consultant databases, and ad hoc diligence requests. Coordinate closely with Sales and Product Strategists to ensure responses are accurate, timely, and aligned with strategy-specific narratives.
• Investor Onboarding & Servicing: Oversee the investor onboarding process, including subscription documentation, KYC/AML coordination, and operational setup. Serve as the primary liaison between investors, fund operations, and legal/compliance teams to ensure a seamless onboarding experience.
• Portal & Data Room Administration: Manage the investor portal, including data room organization, reporting distribution, and document access. Ensure materials are current, accurate, and consistently structured across strategies.
• Cross-Functional Coordination: Act as the connective tissue between Sales, Product, Legal/Compliance, Operations, and Product Strategists to ensure a unified investor experience and efficient internal workflows.
• Process & Infrastructure Enhancement: Identify opportunities to streamline IR processes, improve data integrity, enhance reporting, and strengthen the firm’s institutional infrastructure as the platform scales.

Skills

Investor relations

RFP management

Content creation

PowerPoint

Excel

CRM systems (Salesforce)

Compliance coordination

Cross-functional collaboration

Education

Bachelor's degree

MBA or CFA/CAIA

Tools

Intralinks

Juniper Square

eVestment

Preqin

Salesforce

Job description

ORIX USA seeks an Investor Relations Generalist to serve as a firm-wide integrator across strategies, ensuring consistent messaging, governance, and a scalable investor experience. You will support securitized credit teams across Digital Infrastructure, Structured Credit, Asset Backed Finance, and GP Solutions, collaborating with Sales and Investment teams while coordinating with strategy specialists.

This hands-on, high-visibility role requires 6+ years in IR or related fields, strong