Strategic Fundraising & Investor Relations Analyst

Hudson Advisors L.P.; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial advisory firm in Dallas is seeking a Senior Analyst, Business Development to support fundraising, marketing, and investor relations initiatives. This role requires a highly organized individual with strong financial modeling and communication skills, capable of managing multiple tasks in a fast-paced environment. The position includes project responsibilities such as preparing marketing materials, managing data rooms, and conducting competitive research. The ideal candidate has a bachelor’s degree in a relevant field and 1–2 years of related experience.

Qualifications

• Strong financial modeling and quantitative analysis skills (Excel proficiency required).
• Excellent written and verbal communication skills with strong attention to detail.
• Ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Support fundraising, marketing, and internal engagement initiatives.
• Assist in preparation and maintenance of marketing materials.
• Manage data room setup and document uploads.
• Prepare presentations for internal and investor communications.
• Conduct research on competitor strategies and fundraising materials.

Skills

Financial modeling

Quantitative analysis

Written communication

Verbal communication

PowerPoint proficiency

Excel proficiency

Team collaboration

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

Salesforce

IntraLinks

Preqin

Workiva

Job description

A financial advisory firm in Dallas is seeking a Senior Analyst, Business Development to support fundraising, marketing, and investor relations initiatives. This role requires a highly organized individual with strong financial modeling and communication skills, capable of managing multiple tasks in a fast-paced environment. The position includes project responsibilities such as preparing marketing materials, managing data rooms, and conducting competitive research. The ideal candidate has a bachelor’s degree in a relevant field and 1–2 years of related experience.