Investor Relations Analyst - Investment Management - NYC

apartmentMichael Page placeNew York calendar_month 

About Our Client

The client is a New York City based Investment Management firm with about 4B AUM. They are a trusted and successful company that values collaboration and integrity.

Job Description

The key responsibilities of the role include the following:

  • Cultivate a thorough understanding of the investor landscape and investment strategies.
  • Oversee due diligence activities including questionnaires and on-site meetings.
  • Coordinate and manage investor materials such as reports, presentations, and marketing content
  • Manage the Investor Relations inbox.
  • Administer the CRM (Salesforce), ensuring accurate data entry, account management, and pipeline tracking.
  • Ensure adherence to internal policies and regulatory standards.
  • Collaborate with investment teams, operations staff, and external partners.
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law.

MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

The successful candidate will possess the following qualities:

  • Bachelor's Degree in Business Administration or Finance (Required)
  • A minimum of 2 years of relevant investor relations experience in financial services.
  • Skilled in Microsoft Office, especially Excel and PowerPoint.
  • Strong organizational skills and extremely detail oriented.
  • Creative thinker
  • A strong sense of personal responsibility and ownership mentality.
  • Exceptional problem-solving skills.
  • Resilience and persistence; someone who goes the extra mile.
What's on Offer
  • Excellent comp package
  • Company merchandise
  • Fully paid benefits
  • Free lunch
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