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Goanna Capital Management · 1 month ago

Investor Relations Analyst

West Palm Beach, FL

Full-time

Onsite

Entry, Mid Level

1+ years exp

Goanna Capital Management is an investment firm focused on ambitious technology companies in AI, SaaS, and cloud innovation. The Investor Relations Analyst will support LP communications, fund reporting, and stakeholder management activities, while ensuring effective investor engagement and compliance with regulatory requirements.

FinanceFinancial ServicesFinTech

Responsibilities

Manage and respond to all prospective investor due diligence requests during fundraising cycles

Prepare and maintain data room materials including portfolio performance data, track records, and case studies

Contribute to custom analyses and reports to address specific prospective LP inquiries

Prepare materials for due diligence meetings

Own the creation and distribution of comprehensive quarterly LP letters, ensuring clear communication of fund performance, portfolio developments, and market commentary

Proactively address LP questions and concerns with timely, thorough responses

Produce regular market updates and portfolio breakdowns to keep investors informed between formal reporting periods

Manage all ad-hoc LP data requests and information needs

Ensure all investor communications maintain consistent messaging and professional quality

Support quarterly and annual LP reporting processes, ensuring timely and accurate delivery of all investor communications

Assist with capital account maintenance and LP statement preparation

Help process capital calls and coordinate investor funding activities

Support distribution of proceeds from investment exits with required documentation

Manage investor portal and CRM systems, ensuring LPs have access to up-to-date information

Support coordination of fund and SPV audits with external auditors

Ensure compliance with Limited Partnership Agreement terms and regulatory requirements

Support K-1 package preparation and tax reporting distribution

Assist with regulatory filings including Form ADV updates and Blue Sky compliance

Help maintain adherence to ILPA reporting guidelines and industry best practices

Help synthesize portfolio company performance data for investor communications

Create detailed portfolio breakdowns by sector, geography, vintage, and other relevant metrics

Support investment valuations and performance metrics (IRR, MOIC, DPI, RVPI)

Support investment team with closing documentation and fund deployment tracking

Establish and optimize processes for responding to investor requests efficiently

Create templates and materials for common investor inquiries

Coordinate with fund administrators, legal counsel, and other service providers

Uphold best practices for investor communications and stakeholder management

Drive continuous improvement in reporting quality and response times

Qualification

Investor relations experienceAdvanced Excel proficiencyInvestor reporting systemsPrivate markets knowledgeStakeholder managementWritten communication skillsVerbal communication skillsClient service mindsetBachelor's degreeAttention to detail

Required

1-3 years in private markets investor relations, fund administration, fund accounting at a PE/VC firm, fund administrator, fund services, Big 4 accounting / audit practice, bulge bracket / elite boutique investment banking

Advanced Excel proficiency and experience with investor reporting systems and data rooms

Proven track record of managing investor requests and due diligence processes

Exceptional written and verbal communication skills with proven ability to craft compelling investor communications and quarterly letters

Ability to translate complex portfolio data into clear, digestible formats for audiences

Understanding of private markets fund structures, valuations, waterfall calculations, and accounting

Knowledge of institutional LP expectations, due diligence requirements, and ongoing reporting needs

Experience managing multiple stakeholders and competing deadlines in fast-paced environments

Strong attention to detail

Bachelor's degree in Finance, Accounting, Economics or related field

Client service mindset with ability to anticipate and proactively address investor needs