Investor Relations & Marketing Senior Analyst

We are seeking an Investor Relations & Marketing Senior Analyst / Associate to support investor relations, financial communications, marketing, and brand initiatives across multiple affiliated investment entities.

This role combines investor relations, financial communications, marketing, content development, and design. The ideal candidate is highly organized, detail-oriented, and comfortable working with financial information while creating polished investor-facing materials.

Key Responsibilities:

Investor Relations

• Create and maintain investor presentations, company overviews, Excel analyses, trackers, and supporting materials.
• Support press releases, newsletters, shareholder communications, and quarterly earnings materials.
• Assist with earnings presentations, call scripts, Q&A documents, and distribution logistics.
• Maintain investor records, segmentation, and coverage data using CRM and investor databases.
• Prepare fundraising, roadshow, and due diligence materials.
• Analyze peer earnings, SEC filings, sell-side research, conference calls, valuations, stock performance, and key financial metrics.
• Monitor industry news, competitors, BDCs, mREITs, and private fund activity.

Marketing & Communications

• Develop and maintain investor presentations, earnings decks, and marketing collateral using PowerPoint, Adobe Creative Suite, and Canva.
• Create and manage email marketing campaigns for investor updates, fundraising, conferences, and events.
• Manage newsletters, distribution lists, suppression lists, scheduling, and compliance workflows.
• Maintain consistent branding and visual standards across multiple entities.
• Support website content, SEO/GEO, digital advertising, and lead-generation initiatives.
• Track and report campaign engagement and conversion metrics.
• Support LinkedIn, social media, blog, PR, and thought-leadership initiatives.
• Coordinate with Legal and external vendors to maintain accurate website and social media content.
• Support conferences, sponsorships, media opportunities, speaking engagements, and investor events.
• Prepare league-table submissions and maintain document version control and digital asset libraries.

Required Qualifications

• 2–4 years of experience in investor relations, corporate marketing, financial communications, or a related field.
• Advanced Microsoft Office skills, particularly PowerPoint, Excel, and Word.
• Advanced PowerPoint skills, including formatting, animations, and master slides.
• Working knowledge of Adobe Creative Suite including InDesign, Photoshop, and Illustrator.
• Experience with Canva, WordPress, and Salesforce.
• Experience managing CRM and investor databases, including record maintenance and segmentation.
• Experience with email marketing platforms such as Mailchimp, Constant Contact, or similar.
• Excellent written and verbal English skills with strong editing abilities.
• Comfortable working with financial and technical information.
• Working knowledge of financial statements and SEC filings.
• Strong Excel, analytical, organizational, and reporting skills.
• Exceptional attention to detail and ability to manage multiple brands and entities simultaneously.
• Ability to work effectively under tight earnings-cycle deadlines and handle confidential information with discretion.

Preferred Qualifications

Experience with:

• ActiveCampaign
• Google Analytics and Google Tag Manager
• Apollo and LinkedIn Sales Navigator
• FINTRX
• GitHub
• Claude Console
• Microsoft Azure, Purview, Dataverse, Fabric, Power Apps, Power Automate, or Foundry
• SEO/GEO tools and digital advertising platforms
• Event management and RSVP platforms