Analyst / Associate, Investor Relations

Location: Fairfield County, CT

Company Overview

Our client is an established real estate investment management firm with a diversified portfolio of investments and a strong institutional and private wealth investor base. The firm offers a collaborative, entrepreneurial environment with opportunities for professional growth and exposure to multiple aspects of real estate investing, fundraising, and investor relations.

Position Overview

Our client is seeking a motivated Analyst or Associate to join its Investor Relations team. This individual will support fundraising, marketing, and investor relations activities while working closely with senior leadership and various internal teams.

This is an excellent opportunity for someone looking to build a career in investor relations and gain exposure to institutional fundraising, investor communications, and client relationship management within the private investment industry.

Key Responsibilities

• Support fundraising activities, including tracking prospective investors, coordinating outreach, and maintaining investor information.
• Prepare and manage Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) for current and prospective investors.
• Assist with investor communications, reporting, and responding to client inquiries.
• Develop and update marketing materials, including investment presentations, executive summaries, and other investor-facing documents.
• Conduct market research on institutional investors, private wealth allocators, investment consultants, and industry trends.
• Collaborate with investment, finance, and operations teams to gather information for investor requests and marketing materials.
• Maintain accurate investor records and activity within the firm's CRM system.
• Assist with coordinating investor meetings, conferences, roadshows, and other relationship-building events.

Qualifications

• Bachelor's degree required, preferably in Finance, Business, Economics, or a related field.
• 0–5 years of relevant professional experience. Recent college graduates with strong academic backgrounds will be considered.
• Experience in financial services, investment management, investor relations, or a related field is preferred but not required.
• Strong organizational skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Highly motivated, proactive, and willing to take initiative.
• Strong work ethic, responsiveness, and a willingness to