Investor Relations Associate

The Investor Relations team is seeking a full-time Associate based in our Boston headquarters. This individual’s primary responsibility will be to support the senior Investor Relations professionals covering our businesses. He/she will have the opportunity to work with senior professionals across the firm as well as work with every investor, industry, and product type spanning all geographies.

Responsibilities Include:

•Completing RFPs/RFIs and updating Due Diligence Questionnaires (DDQs)

•Maintaining various consultant and performance databases

•Servicing investor information requests, during fundraising and on an ongoing basis

•Assisting with monthly reporting preparation, updating marketing collateral, and investor letter writing

•Performing fund, investor, and market-level analysis

•Providing research/analytical support for IR special projects


•Strong academic credentials (BS/BA from highly-regarded institution)

•1-2 years of experience in asset management or financial services’ related marketing

•Excellent interpersonal skills and ability to interact with senior personnel across the firm

•Strong analytical skills; comfort organizing and interpreting large amounts of data

•Proven ability to manage competing priorities and deadlines

•Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small

•Outstanding Excel and PowerPoint skills

•Detail-oriented, conscientious, and energetic self-starter with ability to think creatively

•Series 7 and 63; if not currently licensed, successful hire must complete tests in the first 90 days of employment

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