A highly regarded Boston-based investment manager is hiring anInvestor Relations Operations Analystto support a growing institutional investor base as the firm scales. This is a purely operations-focused IR role designed for someone who enjoys owning complex workflows building infrastructure and executing with precision in a fast-paced high-trust environment.
This is not a sales or relationship-manager track. The mandate is operational excellence.
The Role
Youll sit within a lean Investor Relations team and partner closely with Investments Fund Accounting Legal/Compliance Trading and external service providers. The role is hands-on detail-intensive and critical to ensuring investor operations diligence and reporting run flawlessly.
Key responsibilities include:
- Owning investor operational workflows end-to-end (subscriptions redemptions transfers reporting)
- Serving as a primary liaison with fund administrators and other counterparties
- Managing and updating recurring investor and marketing materials (data accuracy is paramount)
- Coordinating investor documentation diligence requests and ad hoc inquiries
- Maintaining and improving internal systems documentation and controls
- Identifying process gaps and implementing efficiency improvements (automation / AI-enabled tools are a plus)
Ideal Background
- Experience in a detail-intensive financial services environment
- Exceptionally organized self-policing and proactive about error prevention
- Comfortable owning workflows and improving them over time
- High integrity intellectually curious and collaborative
- Enjoys being in the office and working closely with teammates
The team is open to candidateswithout direct IR experience. What matters is judgment rigor and execution.
Compensation & Benefits
- Base salary Annual bonus profit sharing
- Best-in-class 401(k) match up to the IRS limit ($24500)
- 100% employer-paid healthcare (including deductible reimbursement)
- Daily meals private gym fitness classes and additional premium benefits
Work Environment
- Boutique collaborative investment firm with an academically rigorous culture
- Evidence-based decision making; ideas > titles
- 5 days in-officewith common-sense flexibility
- High standards low ego strong mentorship
A highly regarded Boston-based investment manager is hiring anInvestor Relations Operations Analystto support a growing institutional investor base as the firm scales. This is a purely operations-focused IR role designed for someone who enjoys owning complex workflows building infrastructure and exe...
A highly regarded Boston-based investment manager is hiring anInvestor Relations Operations Analystto support a growing institutional investor base as the firm scales. This is a purely operations-focused IR role designed for someone who enjoys owning complex workflows building infrastructure and executing with precision in a fast-paced high-trust environment.
This is not a sales or relationship-manager track. The mandate is operational excellence.
The Role
Youll sit within a lean Investor Relations team and partner closely with Investments Fund Accounting Legal/Compliance Trading and external service providers. The role is hands-on detail-intensive and critical to ensuring investor operations diligence and reporting run flawlessly.
Key responsibilities include:
- Owning investor operational workflows end-to-end (subscriptions redemptions transfers reporting)
- Serving as a primary liaison with fund administrators and other counterparties
- Managing and updating recurring investor and marketing materials (data accuracy is paramount)
- Coordinating investor documentation diligence requests and ad hoc inquiries
- Maintaining and improving internal systems documentation and controls
- Identifying process gaps and implementing efficiency improvements (automation / AI-enabled tools are a plus)
Ideal Background
- Experience in a detail-intensive financial services environment
- Exceptionally organized self-policing and proactive about error prevention
- Comfortable owning workflows and improving them over time
- High integrity intellectually curious and collaborative
- Enjoys being in the office and working closely with teammates
The team is open to candidateswithout direct IR experience. What matters is judgment rigor and execution.
Compensation & Benefits
- Base salary Annual bonus profit sharing
- Best-in-class 401(k) match up to the IRS limit ($24500)
- 100% employer-paid healthcare (including deductible reimbursement)
- Daily meals private gym fitness classes and additional premium benefits
Work Environment
- Boutique collaborative investment firm with an academically rigorous culture
- Evidence-based decision making; ideas > titles
- 5 days in-officewith common-sense flexibility
- High standards low ego strong mentorship
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