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Investor Relations Associate

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Atlantic Group
Full Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 85000 USD Yearly USD 60000.00 85000.00 YEAR
Job Description & How to Apply Below

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.
  • 1–3 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.
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Position Requirements
10+ Years work experience
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