Investor Relations Associate
Job Description
The Atlantic Group has partnered with a large investment firm in the Dallas, TX area. They have an immediate need for an Investor Relations Analyst to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance.
Summary: Join the Investor Services team to support LP due diligence requests, manage investor content, and collaborate across the firm to deliver high-quality materials that support fundraising and investor relations.
Schedule: Hybrid – 4 days in the office, 1 day remote.
Responsibilities:
-Respond to LP due diligence requests and prepare high-quality due diligence materials.
-Manage project timelines and coordinate with teams across the firm.
-Maintain and update due diligence content and investor databases.
-Review investor reports and due diligence documents for accuracy and consistency.
-Partner with internal subject matter experts to develop investor materials.
-Support investor services initiatives including LP reporting, investor onboarding, portal management, and process improvements.
-Handle ad hoc investor requests while ensuring compliance with firm policies.
Qualifications:
-Bachelor's degree preferred.
-1–5+ years of investor services experience within investment management or financial services.
-DDQ and RFP experience required.
-Experience with RFP software and AI tools preferred.
-Microsoft Office skills, especially Excel.
-Strong written communication, organization, project management, and attention to detail.
-Ability to manage multiple priorities in a fast-paced environment.
ID: 49747
