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Arcadia Investment Partners · 1 day ago

Investor Relations and Operations Analyst

New York, NY

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Arcadia Investment Partners is a New York-based investment management firm focused on illiquid alternative assets, including private equity, real estate, and special situations. They are seeking a highly motivated and detail-oriented individual to join their team as an Investor Relations and Operations Analyst, responsible for preparing investment materials, managing investor outreach, and supporting fundraising initiatives.

Financial ServicesReal EstateReal Estate InvestmentVenture Capital

H1B Sponsor Likely

Hiring Manager

Gregory Fescina, CFA

Responsibilities

Preparation of Investment Opportunity Materials : Work closely with senior leadership to create, edit, and refine presentations, pitch decks, and other marketing materials for potential investors. Ensure materials are visually appealing, well-organized, and accurately reflect investment opportunities

Quarterly Reports : Develop and distribute detailed quarterly updates for investors, summarizing portfolio performance, key developments, and financial insights

Investor Outreach and Fundraising Campaigns : Assist in managing outreach efforts to potential investors, coordinating and tracking all phases of fundraising initiatives. Support the team by conducting research, organizing meetings, and preparing follow-up materials

CRM Management : Oversee and maintain the firm’s client relationship management database to ensure accurate and up-to-date records of all investor interactions, contacts, and pipeline tracking

Data Room Organization : Set up and manage secure data rooms for investors, ensuring all necessary documents are properly uploaded, maintained, and updated during the fundraising process

Event Coordination : Support the organization of investor events, such as webinars, conference calls, and investor roadshows

Cross-functional Collaboration : Collaborate with internal teams, including deal professionals, finance, and legal, to gather necessary data and information for reporting and fundraising materials

Accounting and Reporting : Work with fund administration and accounting teams to support investor capital account tracking and execution of capital calls and distribution

Audit and Compliance Reporting : Work with chief financial officer to prepare support schedules for annual audit and compliance reporting functions

Qualification

Investment bankingAsset managementPrivate equityMicrosoft Office SuiteAnalytical skillsCommunication skillsOrganizational skillsDetail-oriented

Required

Bachelor's Degree

0-2 years of experience in investment banking, asset management, private equity, or sales; exceptional candidates will be considered for hire immediately upon graduation from college with no additional full time work experience

Strong written and verbal communication skills, with the ability to create clear, compelling, and professional presentations and reports

Proficient in Microsoft Office Suite (especially PowerPoint and Excel)

Excellent organizational skills, with the ability to manage multiple projects and deadlines simultaneously

Detail-oriented with strong analytical skills

Company

Arcadia Investment Partners

Arcadia Investment Partners LLC is an investment management firm, focusing on private equity, real estate, and private sectors.

Founded in 2001

New York, New York, USA

11-50 employees

https://www.arcadiainvestments.com

H1B Sponsorship

Arcadia Investment Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2021 (1)