Investor Relations Analyst Full Time

The Investor Relations Analyst will play a central role in delivering a high‑quality investor experience across Clarion’s open‑end and closed‑end funds, serving both institutional and private wealth investors. This position offers meaningful exposure to every facet of the investor lifecycle, with a focus on collaborating closely with the Client Capital Management Group, Portfolio Managers, and other internal partners to support new investor onboarding, ongoing relationship management, operational processes, and special initiatives.

This is an ideal opportunity for early‑career professionals seeking hands‑on experience across investment operations, legal and compliance, product teams, and client‑facing functions. The role is well‑suited for candidates who are intellectually curious, eager to learn how institutional real estate funds operate, and excited to interact with teams across the firm.

KEY RESPONSIBILITIES

Investor Onboarding & Relationship Support

• Partner directly with the Client Capital Management Group and Portfolio Managers to onboard new investors, ensuring a seamless and informed experience throughout the subscription process.
• Engage with prospective and existing investors to guide them through documentation requirements, subscription materials, and operational timelines.
• Build relationships by responding to investor inquiries promptly and professionally, coordinating with internal subject matter experts, as needed.

Cross‑Functional Collaboration

• Work across the firm—including with Legal, Compliance, Fund Accounting, Portfolio Management, IT, and Fund Administrators—to address investor needs and support operational workflows.
• Participate in discussions around fund terms, side letters, and governing documents (PPM, LPA, subscription documents) to help ensure accurate interpretation and execution of investor‑related provisions.
• Support the coordination and administration of the side‑letter process in partnership with Legal and Compliance teams.

Operational Excellence

• Perform onboarding and administrative functions for investor transactions such as contributions, redemptions, and transfers.
• Maintain accurate and organized data across internal systems, portals, and CRM platforms (e.g., Salesforce).
• Assist in the development, documentation, and refinement of operational processes and controls, with an emphasis on continuous improvement.

Analytics & Regulatory Support

• Support the capture, reconciliation, and review of investor‑related data used for compliance, regulatory reporting, and internal strategic analysis.
• Perform light analytics to help inform investor reporting, operational planning, and relationship insights.
• Maintain awareness of AML/KYC requirements and help ensure investor documentation meets regulatory standards.

Strategic Initiatives

• Contribute to cross‑departmental projects aimed at enhancing the Investor Operations platform and evolving the investor experience.
• Engage in special initiatives that offer exposure to multiple functional areas of the organization.

Qualifications

• Bachelor’s degree required.
• 1–3 years of relevant experience preferred—but recent graduates with strong internship experience and a passion for investment management are encouraged to apply.
• Organized, detail‑oriented, and able to manage multiple workstreams in fast-paced, dynamic environment.
• Excellent written and verbal communication skills and confidence interacting with clients, senior leaders, and cross‑functional teams.
• Strong problem‑solving abilities and a proactive, curious mindset.
• Capable of working both independently and collaboratively with a positive, team‑oriented attitude.
• Proficiency in Microsoft Word, Excel, and Outlook, with advanced Excel capabilities (pivot tables, VLOOKUP, conditional formulas, and data manipulation); experience with Salesforce or similar CRM systems is a plus.
• Interest in private equity funds, real estate investing, and alternative investment products.

Key Attributes for Success

• Professionalism, strong client‑service orientation, and the ability to interact effectively across teams.
• Ability to work independently while contributing to a collaborative, team‑oriented environment.
• Positive attitude, strong work ethic, and commitment to accuracy and excellence.
• Interest in exploring how emerging technologies, including AI‑enabled tools, can drive efficiency and enhance operational workflows.