Analyst, Investor Relations & Marketing

We are seeking a highly motivated and proactive analyst to join our Investor Relations & Marketing team. This role will focus on supporting our capital raising and marketing efforts for impact investment funds, spanning private equity and private credit on a global scale. The ideal candidate will be an independent self-starter with a collaborative mindset, committed to serving our investors through efficient communication, attention to detail, and a performance-driven approach.

You will work closely with the Director of Investor Relations & Marketing, as well as the team, to manage the day-to-day operational duties of the firm, including but not limited to:

CRM System Management:

• Take ownership of maintaining and uploading prospective investor data in our CRM system, ensuring that all information is up-to-date and accurate.

Investor Requests:

• Serve as a key point of contact for investors, responding promptly and professionally to emails and phone calls. Provide access to critical information and reports and address investor concerns in a timely manner.

Performance Reporting:

• Update quarterly performance data across multiple databases, including Pitchbook, Preqin, and eVestment, and more to ensure accurate and timely reporting for current and prospective investors.

Internal & External Meeting Coordination:

• Manage the scheduling, coordination, and documentation of internal and external meetings, ensuring that all necessary information is distributed and meetings are efficiently organized.

Investor Communication:

• Assist in preparing and distributing quarterly and impact reports, maintaining clear, transparent, and consistent communication with investors.

Marketing Collateral Management:

• Oversee the management and updating of marketing materials for ongoing and upcoming capital raises and investor updates, ensuring all documents are current and aligned with the firm's strategy.

Investor Portal & Data Room Management:

• Ensure all relevant materials are easily accessible in the investor portal and data rooms, keeping the platforms well-organized and up to date.

Social Media Campaigns:

• Work with the team to create and implement engaging social media campaigns on platforms like LinkedIn and YouTube to increase visibility and engagement with current and prospective investors.

Event Management:

• Support the Investor Relations team in planning and executing investor-focused events, both locally in Chicago and nationally, to enhance investor relationships and firm presence.

We are looking for someone who is comfortable taking ownership of tasks while working closely with the team to align efforts with broader goals. If a passion for service drives you, you thrive in a fast-paced environment, and you are eager to make a tangible impact in the world of impact investing, we encourage you to apply.

Qualifications:

• Exceptional interpersonal skills with a focus on delivering outstanding client service in a dynamic, fast-paced environment.
• Meticulous attention to detail and superior organizational abilities to ensure accuracy and efficiency in every task.
• Proven ability to thrive under pressure, handling multiple tasks simultaneously, prioritizing deliverables, and consistently meeting deadlines.
• Performance-driven mindset with a commitment to exceeding expectations and achieving new milestones through continuous improvement.
• Strong team player, proactively supporting colleagues and fostering a collaborative work environment to drive collective success.
• Service-oriented with flexibility, eager to step in and contribute where needed, adapting quickly to changing priorities and challenges.
• Excellent communication skills with the ability to engage effectively with clients and team members at all levels.
• Proficient in Microsoft Suite, Adobe (InDesign & Illustrator), and Asana, with a strong aptitude for using technology to optimize workflows.
• A high comfort level and proficiency in handling data in Excel are crucial for this role.
• 1-2 years of experience in asset management, with a solid understanding of industry standards and best practices.