Analyst, Investor Relations

17Capital•New York, NY
•Onsite

About The Position

17Capital is seeking an Analyst to join its Investor Relations team in the New York office. The Analyst will support the US Investor Relations team across fundraising and investor servicing, working alongside Investor Relations Associates and Analysts and reporting to the Director of Investor Relations. The role collaborates with Investor Relations and Client Services colleagues in New York, Austin, and London to support the existing limited partner base, fundraising activities, and investor events. The Analyst will contribute to investor servicing initiatives and a broad range of fundraising and investor relations outputs. As a generalist, the role supports fundraising streams across US institutional sales territories, maintains investor and prospect data and sales pipeline reporting, and helps coordinate investor meetings, roadshows, and conferences. The Analyst also supports investor inquiries, due diligence questionnaires, and requests for proposals, coordinating with investment, finance, and operations teams to provide timely, accurate responses. The successful candidate will build knowledge of 17Capital’s products, investment strategy, and investor base, especially US institutional investors, and contribute ideas to improve processes and procedures. The role requires strong analytical and communication skills, attention to detail, professionalism, collaboration, and the ability to manage workload and projects in a fast-paced environment.

Requirements

  • 0–2 years of work experience.
  • Undergraduate degree with strong academics.
  • Strong financial and analytical skills and a genuine interest in investments.
  • Exceptional written and verbal communication skills.
  • Strong attention to detail and a reliable track record of meeting deadlines.
  • Receptiveness to feedback and demonstrated improvement in the quality of work.
  • Proficiency in PowerPoint, Excel, Word, Teams, and SharePoint, including the ability to prepare clear, impactful presentations.
  • Honesty, integrity, and professionalism.
  • Collaborative approach and ability to work well with colleagues across departments in a fast-paced environment.
  • Analytical and strategic thinking, including the ability to assess complex situations, make effective recommendations, and oversee projects through completion.
  • Ability to take ownership of workload, check work for accuracy, and escalate risks appropriately.

Nice To Haves

  • Internship or work experience in financial services, private equity, or private debt.
  • Experience working with private funds and/or public securities; knowledge of private debt, private equity, and/or infrastructure.
  • Exposure to the US institutional investor landscape.
  • Familiarity with CRM and PowerPoint/Excel productivity tools.

Responsibilities

  • 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, including coordinating logistics and preparing documentation during fundraising periods.
  • Maintain accurate investor and prospect records in Dynamo CRM, track pipeline and fundraising status, and 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; and capture and distribute post-meeting notes and follow-ups.
  • Use and take the lead in managing IR-specific software such as Dynamo, keeping fundraising and investor information accurate and up to date.
  • Coordinate responses to investor inquiries, DDQs, and RFPs with investment, finance, and operations teams to deliver accurate and timely answers.
  • Respond promptly to day-to-day requests and queries from the existing investor base.
  • Collaborate with Client Services, Investor Relations, Communications, and other departments across offices to deliver team outputs.
  • Build knowledge of 17Capital’s products, investment strategy, and investor base, with a focus on US institutional investors.
  • Proactively contribute ideas to improve processes and procedures.

Benefits

  • Career development.
  • Competitive reward and benefits.
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