Investor Relations Analyst

Role and Responsibilities

Fundraising Support

• Organize and maintain investor lists, marketing materials, and dataroom access for capital raising.
• Prepare pre-meeting briefings and tailored materials for client meetings to support fundraising.
• Coordinate with internal teams to address investor queries and due diligence requests, ensuring timely, accurate, and compliant responses for all materials.
• Map LPs by region/sub-type as part of distribution initiatives.
• Assist in managing investors through the fundraising cycle—meetings, due diligence, commitment, and closing.
• Schedule and organize roadshows, ensuring logistics and materials are ready for client meetings.
• Maintain a global roadshow calendar and coordinate with project management on forward-looking schedules.
• Coordinate meetings and travel arrangements for roadshows and ad-hoc meetings with administrative support.
• Understand and comply with regional marketing regulations.
• Manage proactive relationship-building, flagging stale relationships, and pushing investors through the closing funnel.

Project Management

• Draft, update, and maintain fund marketing and due diligence materials, including Placement Memoranda, pitchbooks, and questionnaires.
• Collaborate with Legal, Tax, and Finance teams to guide investors through fundraising and investment processes.
• Work with PR to maintain target lists, track conferences, and inform teams of fundraising events.
• Research market trends, investor profiles, and competitor activity.
• Coordinate informal LP events, assist with conference logistics, and coordinate event participation.
• Help organize external AGMs, LPACs, and select conference

Tracking and Communication

• Drive investor pipeline progress by managing outreach campaigns and activating accounts.
• Track roadshow targets and meeting progress.
• Manage databases and ensure that all communications with limited partners is up-to-date in the internal LP Tracker, CRM database, Investor reporting portal, and any other systems/database as required.
• Monitor capital-raising progress, LP decline/feedback, conversion rates, and outreach stats.
• Draft introductory emails for the respective distribution individuals.
• Liaises and coordinates discussions on the development of strategies and fundraising targets.

Professional Experience and Skills

• At least two years of experience in investment banking, investor relations or finance-related field; infrastructure experience preferred but not essential.
• Bachelor’s degree in business, finance, or a related field.
• Strong written, verbal, and analytical skills with a sound understanding of financial markets; able to interact effectively with business development contacts, prospects, consultants, and clients.
• Detail-oriented, organized, and capable of managing multiple projects in high-pressure environments.
• Can do attitude, proactive, resourceful, and able to work independently with strong research and problem-solving skills.
• Proficient in PowerPoint, Excel, Word, and CRM tools.