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Investor Relations Analyst/Associate

  • Job
    Mid Level
  • Banking & Finance
  • London

AI generated summary

  • You need strong analytical skills, Excel proficiency, research abilities, high communication standards, project management expertise, and an investment banking background. Great work ethic and interpersonal skills are a must. Can you rise to the challenge?
  • You will manage fundraising projects, draft materials, conduct market analysis, assist with investor meetings, track information, and support relationship managers.


  • Strong analytical and quantitative skills
  • Fully competent with Excel; modelling skills preferable
  • Ability to conduct research, solve problems and learn quickly
  • Strong communication skills
  • Fully competent with Powerpoint and Word
  • Experience in writing high quality presentations and materials, conveying messages in an effective manner
  • Excellent organisational and project management skills
  • Strong work ethic and excellent attention to detail
  • Strong interpersonal skills and customer orientation
  • Ability to work both in a small team and independently with great responsibility
  • Ability to work well under pressure with very senior personnel
  • Experience within one of the analyst programmes at a leading investment bank
  • Excellent educational background at a world-class institution
  • Desired Experience:
  • Investment Banking, Fund Placement
  • Key Elements of the Role:
  • Project Management, Fundraising Support


  • Involvement in all aspects of fundraising project management and preparing due diligence materials
  • Drafting marketing presentations and fund documentation
  • Conducting market analysis and research
  • Assisting in preparations for ad hoc investor meetings
  • Assisting in preparation for internal projects and board meetings
  • Responding to investor specific requests
  • Tracking and updating investor information; on-going monitoring of fundraising efforts
  • Supporting senior relationship managers


What are the main responsibilities of an Investor Relations Analyst/Associate?

The main responsibilities include involvement in fundraising project management, preparing due diligence materials, drafting marketing presentations and fund documentation, conducting market analysis and research, assisting in investor meetings, preparing for internal projects and board meetings, responding to investor requests, updating investor information, supporting senior relationship managers.

What are the requirements for the Investor Relations Analyst/Associate role?

The requirements include strong analytical and quantitative skills, proficiency in Excel and Powerpoint, excellent communication skills, organizational and project management skills, attention to detail, interpersonal skills, ability to work in a team and independently, ability to work under pressure, experience in investment banking or fund placement, and an excellent educational background.

What is the desired experience for this role?

The desired experience includes previous experience in Investment Banking or Fund Placement.

What are the key elements of the Investor Relations Analyst/Associate role?

The key elements include project management and fundraising support.

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