Investor Relations Analyst

Bracebridge seeks an Investor Relations Analyst to join the firm's Investor Relations department. The successful candidate will support the business development and investor relations team in their capital raising efforts and by providing exceptional client service to existing investors. 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 briefing materials, including agenda, background information and research, to senior investment and IR professionals for investor meetings and/or industry events.
• Gather relevant industry intelligence regarding peers and the investor landscape, conducting research on prospective investors globally via various data sources.
• Coordinate timely, tailored follow-up communications after investor meetings and work with various internal constituencies to ensure accurate and prompt responses to data inquiries and information requests.
• Own real-time, detailed record-keeping for investor interactions in Dynamo CRM, track and execute on subsequent steps, and generate pipeline reports and dashboards to inform capital raising strategy and prioritization.
• 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.
• Develop customized marketing materials incorporating economic information, data & analytics, and broad market themes.
• Identify opportunities for process improvements and/or opportunities for automation and use of AI and other technology to increase productivity and efficiency.
• Liaise with Legal and Operations colleagues to assist with DDQs and RFPs, investor transactions, and ongoing servicing.

Requirements:

• Bachelor’s degree and 1-2 years of relevant experience, preferably at an investment bank, asset management, management consulting or investment consulting firm.
• 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.
• Expertise in financial modeling, Excel, Outlook and PowerPoint. Experience with Dynamo CRM system preferred but not required.
• Series 3 license or will be required to obtain license upon hire.