Senior Analyst, Investor Relations & Finance

ABOUT THE POSITION AND TEAM

Satori Capital is hiring a senior individual contributor who combines financial aptitude with investor relations and operational execution. You will independently own the recurring capital activity across all funds, review deliverables prepared by our external fund administrator, and serve as a day-to-day resource to investors and to the internal relationship owners who lead those relationships. This role will report to the Director of Investor Experience.

The role spans all of our strategies: our private equity partnerships, our Satori Alpha alternatives platform, Satori Power, and Satori Neuro. You will work alongside our finance and investment teams and our external fund administrator. This role is well suited for someone who loves to learn and is ready to step out of the day-to-day of accounting while continuing to use that background every day.

Success in this role looks like viewing fund activity through an investor lens. That means connecting what happens at the fund level to what it means for an individual investor, including how it affects their liquidity, and being able to explain what is happening. It also means learning our businesses well enough to review deliverables thoroughly, run a process from beginning to end, track multiple deliverables at once, and draft clear, direct answers to the questions investors ask.

Our team already has established processes, so you will be able to learn and contribute to the processes immediately. We also invite every team member to question how the processes operate and propose a better approach. We cross-train deliberately, so that no critical work sits with only one person. That gives each team member real backup, genuine coverage during time away, and a colleague to learn from.

We value accountability, curiosity, initiative beyond the job description, and open and frequent communication.

Capital Activity & Financial Review

• Plan and execute monthly processes, including the subscription and redemption cycle, along with reviewing capital call activity and line of credit paydowns
• Prepare liquidity plans, cash rolls, investor reconciliations, investment summaries, and ad hoc analyses used in investor meetings
• Review the recurring deliverables prepared by our fund administrator, including capital call notices, distribution notices, opt-in notices, capital account statements, along with the Satori-produced investor communications that accompany them

Investor Operations

• Own the recurring processes that capture and execute investor decisions — new commitments, subscriptions, redemptions, withdrawals, transfers, and the related cash movements, and lead the communication flow around them
• Learn investor onboarding and the systems that support it

Investor & Stakeholder Support

• Coordinate responses to investor requests in partnership with the broader investor relations team, fund controllers, external fund administrator, and other internal team members

Process Improvement

• Assess our processes, systems, and resources for scalability, and build repeatable, documented workflows, including appropriate use of automation and approved AI platforms, that reduce manual effort across the investor relations and finance functions

The person who thrives in this role will bring:

• Ownership & Judgment: You manage recurring, deadline-driven processes independently, solve problems creatively, raise questions without hesitation, and take pride in work that is right the first time.
• Clear, Diplomatic Communication: You distill complex financial topics into clear, relevant messages and engage credibly with investors, internal partners, and senior stakeholders.
• Process Discipline & Attention to Detail: You…