Analyst, Investor Relations Job Description
Analyst, investor relations
provides ongoing competitive analysis and development of product positioning strategies; will utilize Morningstar, Bloomberg, FactSet, and Simfund databases to conduct analysis.
Analyst, Investor Relations Duties & Responsibilities
To write an effective analyst, investor relations job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, investor relations job description templates that you can modify and use.
Sample responsibilities for this position include:
Completing KYC and AML on investors
Carrying out partner transfers and name changes
Preparing daily cash reconciliation for various accounts
Following up with investors for payment on past due calls
Updating all contacts information in all systems
Updating marketing collateral and presentations that clearly communicate strategy and value proposition for fund and/or organizational overviews
Liaising with the internal sales force to serve as a resource for investor/prospect inquiries related to product offerings, including RFPs
Preparing internal reports detailing each strategy’s performance, net and gross exposures, and portfolio breakdowns on a monthly, quarterly, annual and ad-hoc basis
Compiling market data, and executing peer comparison analysis and other industry-related research
Work with PPG and MIRA fund teams to design and execute a proactive investor relations program
Analyst, Investor Relations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst, Investor Relations
List any licenses or certifications required by the position: CPA, CMA, CFA, CTP
Education for Analyst, Investor Relations
Typically a job would require a certain level of education.
Employers hiring for the analyst, investor relations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, MBA, Business/Administration, Education, Engineering, Marketing, Management
Skills for Analyst, Investor Relations
Desired skills for analyst, investor relations include:
Customer service
Math and computer skills
Bloomberg
Bloomberg system
Business Wire platforms
FactSet
Ipreo
MS Office applications
Cash flow analysis
Financial and valuation concepts
Desired experience for analyst, investor relations includes:
Schedule and prepare materials for annual face to face meetings between MIRA relationship managers, senior investment team members, and over 150 LPs and their investment consultants around the world
Ensure quarterly fund performance updates are communicated to all LPs
Provide opportunities for ongoing interaction and communication between MIRA and its LPs
Prepare and complied tailored responses to LP qualitative and quantitative questions and questionnaires, including annual surveys and operational DDQs
Work closely with MIRA legal, finance, and compliance teams to ensure that all materials are accurate and approved in accordance with firm's policies and procedures
Prepares Investment Materials with regard to LIHTC fund offerings
Analyst, Investor Relations Examples
1
Analyst, Investor Relations Job Description
Job Description Example
Our innovative and growing company is looking for an analyst, investor relations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, investor relations
- Address ad hoc requests from key stakeholders in the investor community internal requests
- Assist with the creation/modification of presentations, spreadsheets and other various ad-hoc reports and special projects as needed
- Maintain investor relations database managing current and prospective investor contact information and coordinate follow-ups and diligence materials
- Work closely with the investment team to respond to investor queries and quarterback with various company verticals to deliver requested information
- Act as point person on assisting the development of press releases, monthly/quarterly update letters
- Create and manage institutional investor events including investor conferences and attend on the company's behalf
- Evaluate new strategic initiatives including joint ventures and new product offerings
- Work with outside bankers on the coordination and scheduling of Marketing/Investor Relations road shows
- Prepare and review materials for meetings with external constituents
- Maintain and facilitate the update and dissemination of data that is available to internal and external parties
Qualifications for analyst, investor relations
- Process and facilitate investor requests, including liaising with other internal business lines
- Update and prepare marketing materials for the funds and firm
- Complete consultant reporting and RFPs
- Maintain the firm’s CRM and investor website
- Assist marketing team in the research and analysis of key potential investors
- Prepare and submit marketing materials
2
Analyst, Investor Relations Job Description
Job Description Example
Our company is growing rapidly and is looking for an analyst, investor relations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, investor relations
- Confirm details in information to ensure accuracy in reporting source files
- Drive quality improvement efforts
- Manage a complex workload
- Help grow the firm's business
- Manage and distribute monthly update materials
- Respond to RFPs from prospective investors, consultants
- Coordinate investment and operational due diligence requests
- Prepare and manage marketing materials
- Maintain consultant databases current with risk and performance data
- Update variety of monthly performance and risk statistics spreadsheets
Qualifications for analyst, investor relations
- Manage Backstop CRM system
- Manage process of subscriptions, redemption and transfers
- Prepare and manage reports for current and prospective investors including risk reporting, performance data, DDQ and ODD materials
- Coordinate monthly investor call process
- Respond promptly to investor calls, emails, and information requests
- Track capital flows
3
Analyst, Investor Relations Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of analyst, investor relations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, investor relations
- Strive to modify / iterate processes and flows to continually improve accuracy, reduce redundancy, and mitigate risk
- Identify and action priority project initiatives within appropriate timeframes with an awareness of appropriate and timely escalation where necessary
- Production of Business Requirements Documents (BRDs), Business Solutions Documents (BSDs)and scope documents for development initiatives
- Strong focus on development of custom reporting from the core IR platform(s) and interface tools leveraging UIs and Database connectivity to achieve advanced level of operational efficiencies whilst delivering superior client service
- Identify and promote best in class AIS service delivery through extensive alternative funds knowledge
- Help to foster and create greater servicing flexibilities and capabilities whilst at all times not compromising controls or increasing operational risks
- Inputting and updating new and existing investor information in the firm’s databases
- Reviewing and ensuring accuracy of investor information through a cross-check process with other members of the team
- Processing new investor subscriptions to the firm’s funds and separate accounts
- Scanning and filing of all documentation
Qualifications for analyst, investor relations
- 1+ year at a Hedge Fund, Fund of Fund, Fund Administrator or Accounting firm
- Programming competency in VBA, C++, C#, Oracle PL-SQL and Java
- Advanced knowledge of SQL Database queries and experience with creating reports based on Big Data concepts (Oracle BI Publisher)
- Strong analytical problem solving abilities, based on Business & Programming knowledge
- Experience working with MS Office beyond what is required in a standard office environment
- Clearly demonstrable experience of delivering in client and team focused roles
4
Analyst, Investor Relations Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of analyst, investor relations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, investor relations
- Working with senior professionals to support ongoing investor relations
- Executes the email and mail distribution of relevant company news releases, publications, and S.E.C
- Develop automation tools to support regularly updated materials
- Assist in completing Due Diligence Questionnaires and Requests for Proposals
- Answer investor inquiries
- Create marketing materials as needed
- Helping with OFAC / Fidessa / Compliance-related reporting
- Working with Internal CRM and consultant databases
- Helping with all the capital calls and distributions
- Processing all subscriptions and redemptions
Qualifications for analyst, investor relations
- Working with two Marketing professional for all client on-boarding duties
- Working with an Associate on the team to getting exposure for all of the marketing materials (RPFs, DDQs)
- Communicates with investors, students, and others who inquire about THD stock information
- Must uphold the highest level of professionalism, confidentiality
- Bachelor’s Degree in Business, preferably Finance or a related field
- Ability to represent Aon in a positive and professional manner
5
Analyst, Investor Relations Job Description
Job Description Example
Our innovative and growing company is hiring for an analyst, investor relations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, investor relations
- Acting as liaison to investors during the onboarding process, providing white glove client service
- Fielding questions on subscription documents
- Updating and managing client relationship information in the firm’s CRM, ensuring appropriate coverage of all investor populations
- Contributing to the development and documentation of the firm’s client service model, best practices, procedures and FAQs, and other processes associated with the build-out of the Investor Relations function
- Supporting the Investor Segments program, which includes oversight of the fundraising and relationship management goals
- Collaborates with the IRO and other IR staff members to create investment messages
- Support IR Team on investor presentations
- Work with internal teams to gather global performance data, competitive analysis, and in-depth financial and strategic information to draft and issue earnings and news releases on material information to the investment community and other external stakeholders
- Assist in the development of quarterly marketing events with investors and analysts
- Compile and update sector trading analysis for CF equity and debt securities
Qualifications for analyst, investor relations
- You are rigorous, very autonomous and action oriented
- You are data driven and have strong analytical skills and synthesis capability
- You demonstrate strong team spirit and leadership
- The ability to speak multiple languages is required
- Strong financial analytical and modeling skills, sound knowledge of accounting and financial reporting
- College degree, preferably in accounting/finance or related discipline, or minimum of 3 years of work experience