Apply on Employer Site

Congruence Capital · 18 hours ago

Investor Relations & Operations Analyst

Los Angeles, CA

Full-time

Onsite

New Grad, Entry, Mid Level

0+ years exp

Congruence Capital is an investment firm based in Los Angeles managing a long/short equity strategy focused on small and mid-cap companies. They are seeking an Investor Relations & Operations Analyst to support capital raising, fund operations, portfolio analytics, and investor communications.

Financial Services

Responsibilities

Support capital raising efforts, including developing marketing materials and due diligence responses

Serve as a point of contact for existing and prospective investors, helping manage requests and follow-ups

Coordinate investor meetings, calls, and conferences

Assist with fund reporting, subscription and redemption tracking, and coordination with administrators

Assist with fund and trade operations, including various portfolio analytics

Work with investment team to translate portfolio activity and performance into clear investor messaging

Monitor industry best practices and communications of peer investment firms

Qualification

Investor relations experienceFund operations experiencePortfolio analyticsPowerPoint proficiencyExcel proficiencyDiscretionWritten communicationVerbal communicationOrganizational abilitiesTime managementAttention to detail

Required

0 - 6 years in investor relations, fund operations, or other relevant experience

Ability to thrive in a fast-paced, high-growth environment with limited structure

Excellent written and verbal communication skills

Strong understanding of various investment firm strategies and investment philosophies

Attention to detail and strong organizational abilities

Proficiency in PowerPoint and Excel

Proven ability to manage time effectively, prioritize responsibilities, and deliver high-quality work with minimal supervision

Ability to handle confidential information with discretion

Company

Congruence Capital

Congruence aims to invest in fundamentally sound public companies and work collaboratively with management teams on initiatives that may create long-term value.

Los Angeles, CA, US

2-10 employees

http://www.CongruenceCapital.com

Funding

Current Stage

Early Stage

Leadership Team

Joshua Nip

Chief Financial Officer and Chief Compliance Officer

Harvey Li

Partner

Company data provided by crunchbase