Investor Relations Analyst (Finance)

TL;DR

Investor Relations Analyst (Finance): Managing client services and reporting for alternative investment portfolios with an accent on investor inquiries, performance data analysis, and capital activity. Focus on producing high-accuracy investor materials and collaborating across fund finance, legal, and compliance teams to ensure a seamless investor experience.

Location: Dallas, TX, United States (Onsite)

Company

hirify.global Asset Management is a leading global asset manager overseeing over $2 trillion in assets, providing investment and advisory services to a diverse range of institutional and individual clients.

What you will do

• Respond to investor inquiries and engage with existing clients regarding regular portfolio updates and tracking.
• Produce investor materials, including holdings summaries, performance analysis, and data reporting.
• Analyze investor-specific cashflow projections and capital activity.
• Collaborate with product specialists to develop effective messaging for investors regarding fund portfolio updates.
• Support quarterly fund reporting by analyzing performance drivers and fund allocations.
• Work with stakeholders across fund finance, legal, and compliance to execute a seamless investor experience.

Requirements

• Excellent written and oral communication, analytical, and interpersonal skills.
• Strong judgment and problem-solving capabilities.
• Proven experience in delivering high levels of accuracy and strict attention to detail.
• Ability to handle multiple simultaneous projects and work effectively under pressure.
• Strong organizational skills to manage a high volume of quality work within tight timeframes.
• Team-oriented mindset and self-motivation to take on increasing responsibility.