Investor Relations Analyst – Investor Solutions

Bracebridge seeks an Investor Relations Analyst to join the firm's Investor Relations department. The successful candidate will support the investor relations team by providing exceptional client service to existing investors that range from institutions to high-net worth individuals. The position involves a high degree of coordination and interaction with the firm’s Legal, Compliance and Operations teams.  

Primary Responsibilities:

• Develop and maintain a deep knowledge of Bracebridge and its investment strategy.
• Prepare due diligence questionnaires (DDQ) and requests-for-proposal (RFP) by coordinating with the firm’s Legal, Operations, Compliance and other teams to craft and update responses.
• Manage high volume of direct client communication, provide requested information, facilitate investor transactions and own various aspects of ongoing investor servicing.
• Prepare briefing materials, including agenda, background information and research, to senior investment and IR professionals for investor meetings and/or industry events.
• Own real-time, detailed record-keeping for investor interactions in Dynamo CRM, track and execute on subsequent steps, and generate pipeline reports and dashboards for internal constituencies.
• Create compelling presentation materials for a wide variety of both internal and external audiences to report on IR topics, investment themes, and the firm and strategy.
• Review standardized investor reporting materials such as attribution and risk reports and create customized reports using portfolio and performance information from various sources.
• Identify opportunities for process improvements and/or opportunities for automation and use of AI and other technology to increase productivity and efficiency.

Requirements:

• Bachelor’s degree and 1-2 years of relevant experience, such as paralegal, private wealth management firm or other experience working with high-net worth individuals or families.
• Excellent interpersonal and communication skills, and the ability to seamlessly transition between independent and collaborative work.
• Strong research abilities and analytical skills, including the ability to organize, analyze, summarize, and present quantitative and qualitative data.
• Meticulous attention to detail and exceptional organizational skills; ability to stay on top of changing data/facts across multiple documents seamlessly.
• Proactive approach and a sense of urgency and the capacity to prioritize and accomplish tasks promptly, especially when faced with tight deadlines.
• Innovative self-starter keen to improve processes and solve problems.
• Familiarity with AI tools and technologies is a plus, as well as curiosity for leveraging AI to enhance productivity, streamline workflows and drive innovation.
• Strong Excel, Outlook and PowerPoint skills. Experience with Dynamo CRM system preferred but not required.
• Series 3 license or will be required to obtain license upon hire.