Investor Relations Analyst

Goanna Capital invests in the most ambitious technology companies shaping the future of AI, SaaS, cloud, and frontier innovation. Our portfolio includes category-defining leaders such as Anthropic, OpenAI, Ramp, Rippling, and Neuralink ().

The Role

We are seeking an Investor Relations Analyst to work directly alongside Goanna's founder.

The role will support our LP communications, fund reporting and stakeholder management activities. The ideal candidate has 1-3 years of experience at a private markets investment firm (growth / VC), management consultancy, fund administrator, bulge bracket / elite boutique investment bank, professional services firm (accounting / audit) and has been involved in LP relationship management, quarterly reporting cycles, investor communications, and the full spectrum of limited partner servicing activities.

What

You’ll Do

• Manage and respond to all prospective investor due diligence requests during fundraising cycles
• Prepare and maintain data room materials including portfolio performance data, track records, and case studies
• Contribute to custom analyses and reports to address specific prospective LP inquiries

Investor Relations & Communications

• Own the creation and distribution of comprehensive quarterly LP letters, ensuring clear communication of fund performance, portfolio developments, and market commentary
• Proactively address LP questions and concerns with timely, thorough responses
• Produce regular market updates and portfolio breakdowns to keep investors informed between formal reporting periods
• Manage all ad-hoc LP data requests and information needs
• Ensure all investor communications maintain consistent messaging and professional quality

Core Fund Operations & Reporting

• Support quarterly and annual LP reporting processes, ensuring timely and accurate delivery of all investor communications
• Assist with capital account maintenance and LP statement preparation
• Help process capital calls and coordinate investor funding activities
• Support distribution of proceeds from investment exits with required documentation
• Manage investor portal and CRM systems, ensuring LPs have access to up-to-date information

Compliance & Audit Management

• Support coordination of fund and SPV audits with external auditors
• Ensure compliance with Limited Partnership Agreement terms and regulatory requirements
• Support K-1 package preparation and tax reporting distribution
• Assist with regulatory filings including Form ADV updates and Blue Sky compliance
• Help maintain adherence to ILPA reporting guidelines and industry best practices

Portfolio Operations & Analysis

• Help synthesize portfolio company performance data for investor communications
• Create detailed portfolio breakdowns by sector, geography, vintage, and other relevant metrics
• Support investment valuations and performance metrics (IRR, MOIC, DPI, RVPI)
• Support investment team with closing documentation and fund deployment tracking

Operational Excellence

• Establish and optimize processes for responding to investor requests efficiently
• Create templates and materials for common investor inquiries
• Coordinate with fund administrators, legal counsel, and other service providers
• Uphold best practices for investor communications and stakeholder management
• Drive continuous improvement in reporting quality and response times

What We’re Looking For

• 1-3 years in private markets investor relations, fund administration, fund accounting at a PE/VC firm, fund administrator, fund services, Big 4 accounting / audit practice, bulge bracket / elite boutique investment banking
• Advanced Excel proficiency and experience with investor reporting systems and data rooms
• Proven track record of managing investor requests and due diligence processes
• Exceptional written and verbal communication skills with proven ability to craft compelling investor communications and quarterly letters
• Ability to translate complex portfolio data into clear, digestible formats for audiences
• Understanding of private markets fund structures, valuations, waterfall calculations, and accounting
• Knowledge of institutional LP expectations, due diligence requirements, and ongoing reporting needs
• Experience managing multiple stakeholders and competing deadlines in fast-paced environments
• Strong attention to detail
• Bachelor's degree in Finance, Accounting, Economics or related field
• Client service mindset with ability to anticipate and proactively address investor needs

Why Goanna

• Competitive salary and performance-based bonuses
• Incredible culture and room to grow across the Goanna ecosystem

Seniority level

Entry level

Employment type

Full-time

Job function

Marketing and Sales

Industries

Investment Management

Location:

West Palm Beach, FL
Salary: $-$ (Comparable range)
Posted 2 weeks ago

Referrals increase your chances of interviewing at Goanna Capital Management by 2x

#J-18808-Ljbffr