Investor Relations Analyst
Listed on 2026-02-14
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Business
Business Development
The Investor Relations Analyst will support CLIENT’s Investor Relations team in delivering a best-in-class experience to our Limited Partners and prospective investors. This role is ideal for someone who is relentlessly organized, detail-oriented, and excited to build a career in venture capital IR within a mission-driven, early-stage fund.
The Analyst will own core data and reporting workflows, maintain pristine investor systems, and help produce clear, high-impact materials that reflect CLIENT’s focus as the premier early-stage fund investing in technologies in the critical domains of: AI, autonomy, cybersecurity, and space.
The Analyst will work across current fund responsibilities and fundraising efforts, ensuring accurate LP tracking, seamless operations, and thoughtful support for investor communications.
Investor Relations Support & Data Accuracy- Maintain highly accurate, up-to-date CRM records (e.g., Affinity or equivalent), tracking LP interactions, contact profiles, commitments, and fundraising pipelines.
- Organize and maintain CLIENT’s investor file system, data rooms, and document libraries with strong version control and clear access pathways.
- Support the preparation of LP-facing materials, including quarterly updates, annual meeting content, portfolio highlights, and ad-hoc diligence requests.
- Assist in responding to LP inquiries with precision, professionalism, and timely follow-through—often coordinating across investment, finance, and platform teams.
- Prepare concise summaries of LP meetings and touchpoints to support relationship-building and continuity across the firm.
- Assist in building and maintaining CLIENT fundraising materials (pitch decks, DDQs, case studies, portfolio one-pagers), ensuring they reflect our dual-use/national security mission and early-stage investment approach.
- Engage in prospecting events and network-building, leverage existing network to build the CLIENT brand with the goal of eventually sourcing and closing prospective investors.
- Research prospective LPs—including institutional allocators and strategic partners aligned with national security and frontier tech—and track outreach progress.
- Support logistics for LP meetings, annual gatherings, and key ecosystem events (e.g., defense/dual-use tech conferences), coordinating calendars, prep notes, and follow-ups.
- Help ensure smooth closes by collecting, tracking, and organizing subscription docs, KYC/AML materials, and onboarding requirements in partnership with fund admin and legal.
- Provide high-trust administrative support to one Managing Partner, keeping priorities organized and execution moving smoothly.
- Manage complex scheduling and calendar logistics for LP calls, portfolio meetings, internal check-ins, and external engagements.
- Coordinate travel, itineraries, and related expense tracking for conferences, investor meetings, and portfolio visits.
- Prepare meeting briefs, capture follow-ups, and act as a reliable coordination hub across the Managing Partner’s key relationships and projects.
- Keep all IR systems, trackers, and reporting databases consistently updated, audit-ready, and easy for the team to navigate.
- Maintain and evolve CLIENT’s internal IR playbook: documenting recurring workflows, templates, and “how-we-do-IR-here” best practices to support scaling.
- Manage workflow details such as link management, doc hygiene, data validation, and investor-deliverable QA to ensure everything leaving the firm is tight and polished.
- Assist with compliance and diligence support, including DDQ libraries, fund fact sheets, and recurring reporting templates—especially important within an RIA environment.
- Coordinate with third-party partners (fund administrators, auditors, legal counsel, placement partners as needed), keeping deliverables on track and information consistent.
- Proactively identify process gaps and recommend improvements—especially where automation or AI could increase quality or speed (within compliance guidelines).
- Draft and edit investor updates, meeting notes, data summaries, and portfolio snapshots…
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