Investor Relations and Business Development Analyst

Associate will be involved in supporting ongoing capital raising efforts and client relations functions. Responsibilities will include developing and maintaining marketing and board presentations, diligence materials, drafting of investor letters, preparing for and attending investor meetings, completing DDQs and RFPs, and supporting the operations team with respect to fund set up, liaising with the middle office and accounting teams in order to track performance measurement.  In addition, the role will entail close communication and coordination with both internal and external marketing partners.


  • 2-3 years of work experience
  • A high degree of proficiency in Morningstar Direct, Bloomberg, Excel and PowerPoint (required)
  • Some working knowledge of high yield/credit and CLOs is preferable, along with basic understanding of accounting and finance
  • Excellent communication and interpersonal skills
  • Demonstrated ability to write effectively
  • Strong organizational and multi-tasking skills
  • Extremely detail-oriented
  • A desire to work in a team environment, often under pressure