Title: Junior Investor Relations Analyst
Reporting to: Head of Investor Relations for Wealth
MM1602
About the Role
We are seeking a highly motivated and detail-oriented Junior Investor Relations Analyst to join a global Wealth Investor Relations team. This is an excellent opportunity for someone early in their career to gain exposure to wealth fundraising, client servicing, and private markets investing within a fast-paced and collaborative environment.
You’ll support the 12-person Wealth-focused Investor Relations team across fundraising, investor reporting, due diligence, and relationship management activities.
Key Responsibilities
- Assist in preparing marketing materials, pitchbooks, presentations, and fund documentation.
- Support responses to RFPs, DDQs, and ad hoc investor information requests.
- Maintain and update fundraising trackers and CRM systems.
Investor Reporting & Communications
- Assist with the preparation and distribution of quarterly and annual investor reports.
- Compile portfolio performance data and ensure consistency across reporting materials.
- Draft investor communications, capital call notices, and distribution notices.
- Support ESG and impact reporting where applicable.
- Respond to investor queries in a timely and professional manner.
- Maintain investor records and ensure accurate documentation.
- Coordinate investor meetings, calls, and annual general meetings (AGMs).
Internal Collaboration
- Work closely with Investment, Finance, Compliance, and Operations teams to gather information for investor communications.
- Ensure all external communications comply with regulatory requirements and internal policies.
Candidate Profile
Education & Experience
- Bachelor’s degree; flexible on subject but naturally Finance or Economics-related would be a good fit.
- 0–2 years’ experience in investor relations, asset management, private equity, investment banking, consulting, or a related financial services role.
- Private markets experience / exposure, particularly in Private Equity, is advantageous.
- Strong analytical and numerical skills.
- Excellent written and verbal communication skills.
- High attention to detail and strong organisational abilities.
- Proficiency in Microsoft Excel and PowerPoint.
- Familiarity with CRM systems is a plus.
- Ability to manage multiple deadlines in a fast-paced environment.
- Professional, client-focused mindset.
- Highly motivated and proactive.
- Strong team player with a collaborative approach.
- Discreet and capable of handling confidential information.
- Interest in private markets and long-term investing.
What Our Client Offers
- Exposure to global wealth investors and global fundraising processes.
- Opportunity to work closely with world-class professionals across this global private equity business.
- Structured training and career progression within Investor Relations or broader private markets.
Title: Junior Investor Relations Analyst
Reporting to: Head of Investor Relations for Wealth
MM1602
About the Role
We are seeking a highly motivated and detail-oriented Junior Investor Relations Analyst to join a global Wealth Investor Relations team. This is an excellent opportunity for someone early in their career to gain exposure to wealth fundraising, client servicing, and private markets investing within a fast-paced and collaborative environment.
You’ll support the 12-person Wealth-focused Investor Relations team across fundraising, investor reporting, due diligence, and relationship management activities.
Key Responsibilities
- Assist in preparing marketing materials, pitchbooks, presentations, and fund documentation.
- Support responses to RFPs, DDQs, and ad hoc investor information requests.
- Maintain and update fundraising trackers and CRM systems.
Investor Reporting & Communications
- Assist with the preparation and distribution of quarterly and annual investor reports.
- Compile portfolio performance data and ensure consistency across reporting materials.
- Draft investor communications, capital call notices, and distribution notices.
- Support ESG and impact reporting where applicable.
- Respond to investor queries in a timely and professional manner.
- Maintain investor records and ensure accurate documentation.
- Coordinate investor meetings, calls, and annual general meetings (AGMs).
Internal Collaboration
- Work closely with Investment, Finance, Compliance, and Operations teams to gather information for investor communications.
- Ensure all external communications comply with regulatory requirements and internal policies.
Candidate Profile
Education & Experience
- Bachelor’s degree; flexible on subject but naturally Finance or Economics-related would be a good fit.
- 0–2 years’ experience in investor relations, asset management, private equity, investment banking, consulting, or a related financial services role.
- Private markets experience / exposure, particularly in Private Equity, is advantageous.
- Strong analytical and numerical skills.
- Excellent written and verbal communication skills.
- High attention to detail and strong organisational abilities.
- Proficiency in Microsoft Excel and PowerPoint.
- Familiarity with CRM systems is a plus.
- Ability to manage multiple deadlines in a fast-paced environment.
- Professional, client-focused mindset.
- Highly motivated and proactive.
- Strong team player with a collaborative approach.
- Discreet and capable of handling confidential information.
- Interest in private markets and long-term investing.
What Our Client Offers
- Exposure to global wealth investors and global fundraising processes.
- Opportunity to work closely with world-class professionals across this global private equity business.
- Structured training and career progression within Investor Relations or broader private markets.
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