Operations Analyst (Investor Relations)

1-3 years of relevant experience in investor relations, investment management operations, client reporting, or financial services

Strong attention to detail and commitment to accuracy in a data-driven environment

$90,000

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$100,000 USD

Support the production, quality control, and timely delivery of regular investor reporting, including weekly and monthly materials

Assist in the preparation and maintenance of investor-facing materials, including marketing presentations, data tables, and internal briefing documents

Manage and maintain investor and prospect data within Garda’s CRM system (FolioMetrics), ensuring accuracy, completeness, and consistency

Support monthly transaction-related processes and documentation in coordination with internal teams

Assist with due diligence materials, data requests, and ad hoc reporting as directed by senior Investor Relations team members

Assist with completing due diligence questionnaires and the maintenance of an internal DDQ response library (Qvidian)