Job Title

Investor Relations Analyst

Share This Job
Required Skills:

Job Description

Location: El Segundo, CA

Top Investment Banking client is seeking an investor relations analyst to join their team and report to the Chief Investor Relations Officer.   

JOB SUMMARY: Provide support to the Investor Relations & Marketing team which is responsible for all the fundraising, communications/marketing and investor relations activities of the firm.



  • Providing administrative support for the firm’s global fundraising efforts, including:
    • Assisting in the preparation of due diligence materials (private placement memorandums, pitch books, due diligence questionnaires, performance analysis)
    • Maintaining updated marketing materials and day-to-day administration of the fundraise data room
    • Helping to coordinate road shows and logistics for investor meetings, including the preparation of investor profile agendas, bios and additional research items in advance of meetings
  • Serving as the day-to-day administrator of firm’s Investor Relations CRM, including comprehensive and timely logging of existing and prospective investor profiles and all interactions and activities
  • Supporting the preparation of all marketing and communication efforts including press releases, email campaigns, investor memos and quarterly/annual investor reports
  • Conducting market, competitive landscape, industry conference and performance benchmarking research
  • Logging, tracking, standardizing and responding to daily/quarterly/ad-hoc investor requests
  • Collaborating with internal departments (finance & accounting, compliance, legal) to expedite timely processing of deliverables
  • Providing support in the planning and preparation of the firm’s annual investor conference and/or other investor events
  • Compiling, tracking and reviewing relevant KPIs to measure performance of the IR & Marketing department
  • Maintaining and updating IR & Marketing processes and procedures



  • 1-3 years of relevant experience at investment bank, private placement group or related field; M&A/private equity, investor relations or client facing experience valued but not required.
    • Bachelor’s degree in business administration, finance, economics or related field



  • Excellent communication and interpersonal skills with ability to thrive in a collaborative team structure
  • Strong writing, editing and researching skills to draft internal and external materials
  • Solid quantitative skills with high degree of accuracy and attention to detail
  • Sharp intellect with strong financial, analytical and technical acumen
  • Ability to handle multiple tasks, prioritize and deliver projects in a timely fashion
  • Strong work ethic, professional integrity, self-motivated, proactive and capable of exceling in a fast-paced environment

Have a Question?

We are here to help. Email us or call 1(310) 504-3049
Contact Us