Investor Relations Analyst

Finatal are partnered with a global Private Equity firm (large-cap) looking for an Analyst to join their Investor Relations team for the DACH region. This position is ideal for a motivated, detail-oriented professional who’s fluent in German and English and eager to develop their career in private markets.

Responsibilities

• Assist Relationship Managers in maintaining and enhancing existing client relationships while supporting prospective investor activities in the DACH region.
• Coordinate and produce presentation materials, cash flow forecasts, fee/performance data, due diligence materials, and other key documents for client meetings and prospecting activities.
• Maintain accurate and detailed records of client interactions and prospecting activities using a CRM system.
• Manage investor onboarding and transfer processes, including KYC/AML documentation and supporting investors through their due diligence processes.
• Support the RFP process by gathering and preparing required data for investor inquiries.
• Work closely with internal teams (marketing, operations, investment, and legal) and external service providers to ensure compliance and accurate data management.
• Contribute to firm-wide initiatives aimed at improving processes and enhancing investor experiences.

Requirements

• Understanding of the Asset Management and Private Markets industry.
• At least 1 year(s) experience in Financial Services (ideally in IB, PE or asset management).
• Strong relationship-building and influencing skills with a client-centric mindset.
• Strong problem-solving abilities and initiative to drive results.
• Precision and accuracy in handling investor data and documentation.
• Fluent in English and German (essential).
• Competence in Excel, PowerPoint, and CRM systems.
• Bachelor’s degree in a relevant field is required.

Seniority level: Mid-Senior level.

Employment type: Full-time.

Job function: Finance.

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