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17Capital

Investor Relations Analyst

17Capital

. Assist in executing key investor servicing initiatives .

Posted 10/26/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $80,000 - $110,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates strong financial and analytical skills with a focus on investor relations and client services. Proficient in managing CRM systems and producing impactful presentations while collaborating effectively across departments.

Highest-signal resume keywords
Financial AnalysisInvestor Relations SupportCRM ManagementPresentation PreparationCollaborative Teamwork

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial AnalysisAnalytical ThinkingProject OversightAttention to DetailPresentation Skills
Soft Skills
Written CommunicationVerbal CommunicationReceptiveness to FeedbackProfessionalismCollaboration
Tools & Technologies
Dynamo CRMPowerPointExcelWordTeamsSharePoint
Industry Keywords
Investor ServicingFundraisingPrivate EquityPrivate DebtUS Institutional Investors

About the role

Key responsibilities & impact
  • Assist in executing key investor servicing initiatives
  • Support Investor Relations and Client Services teams across fundraising and investor servicing outputs
  • Support fundraising streams across US-based institutional sales territories
  • Coordinate logistics and prepare documentation during fundraising periods
  • Maintain investor and prospect records in Dynamo CRM
  • Track sales pipeline and fundraising status
  • Produce regular sales activity and pipeline reports for the sales team and senior leadership
  • Prepare pre-meeting research and briefing notes
  • Coordinate investor meetings, roadshows, and conferences
  • Capture and distribute post-meeting notes and follow-ups
  • Manage IR-specific software such as Dynamo and keep fundraising and investor information accurate and current
  • Coordinate responses to investor inquiries, DDQs, and RFPs with investment, finance, and operations teams
  • Respond to day-to-day requests and queries from the existing investor base
  • Collaborate with Client Services, Investor Relations, Communications, and other departments across offices
  • Build knowledge of 17Capital’s products, investment strategy, and investor base, focusing on US institutional investors
  • Proactively contribute ideas to improve processes and procedures
  • Report to the Director of Investor Relations and work alongside Investor Relations Associates and Analysts

Requirements

What you’ll need
  • 0-2 years of work experience
  • Undergraduate degree with strong academics
  • Strong financial and analytical skills, with a genuine interest in investments
  • Exceptional written and verbal communication
  • Strong attention to detail and reliable track record of meeting deadlines
  • Receptiveness to feedback and demonstrated improvement in output quality
  • Proficiency in PowerPoint, Excel, Word, Teams, and SharePoint
  • Ability to prepare clear, impactful presentations
  • Honesty, integrity, and professionalism
  • Collaborative team player able to work across departments in a fast-paced environment
  • Analytical and strategic thinking skills, including assessing complex situations and making effective recommendations
  • Ability to oversee projects through completion
  • Ownership of workload, self-review for accuracy, and appropriate risk escalation
  • Internship or work experience in financial services, private equity, or private debt (preferred)
  • Experience with private funds and/or public securities; knowledge of private debt, private equity, and/or infrastructure (preferred)
  • Exposure to the US institutional investor landscape (preferred)
  • Familiarity with CRM and PowerPoint/Excel productivity tools (preferred)

Benefits

Comp & perks
  • Opportunity to learn and grow whilst making a meaningful contribution to the continued expansion of 17Capital during an exciting time of the firm’s overall growth
  • Career development
  • Competitive reward and benefits
  • Equal opportunity employer
  • Disability adjustments and support during the application and hiring process, including interview or onboarding support