Analyst – Investor Services
Harrison Street
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • United States
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Salary
💰 $90,000 - $135,000 per year
Job Level
About the role
- Direct involvement in the day-to-day fundraising process; collaborate with the client-facing team members to move prospects through the entire cycle of the fundraising process.
- Assist in the preparation of investor materials and meeting briefings, working cross-functionally with other members of the Investor Services and Brand Strategy teams to ensure messaging is tailored, timely, and aligned with firm strategy.
- Assume “Generalist” responsibilities, providing support for all strategies marketed across the firm’s platform.
- Support the completion of investor inquiries, RFPs, DDQs and other diligence requests across all strategies marketed by the Firm.
- Assist client reps in their preparation for investor meetings, including research assignments, creation of client briefing books, and organize internal follow-ups to those meetings.
- Research competitors and independently monitor industry trends across asset classes and products through key databases and publications like Preqin, eVestment, Dakota, IREI, and PERE.
- Embrace the use of technology and tools to execute efficient and quality work product, including the maintenance and updating of the CRM system (Salesforce), the RFP system (Responsive), and use AI tools, like Copilot, for efficiency and improved quality of output.
- Serve as a resource on special departmental projects and initiatives aimed at enhancing internal processes and improving the overall investor experience.
- Work closely with members of the ISG team to support fundraising and business development efforts by ensuring timely entry and tracking of prospect interactions, commitments, and capital pipelines.
- Foster collaboration across ISG, Portfolio Management, Asset Management, Transactions, Research, and Compliance to ensure seamless coordination of investor deliverables.
- Identify opportunities to streamline workflows between teams and propose system/process improvements.
- Other duties as assigned.
Requirements
- Bachelor’s degree required
- 1+ years of experience in investment management, private equity, real estate, infrastructure, or financial services, with the understanding of related real estate and financial terminology.
- Familiarity with CRM systems, Salesforce knowledge is a plus
- Proficient user of the MS Office suite, particularly Excel and PowerPoint; mastery of the following Excel skills is required: pivot tables, lookup functions, and logical formulas.
- Understanding of fundraising processes, investor relations, and capital formation workflows.
- Exceptional project management and organizational skills, with the ability to manage multiple priorities under tight deadlines.
- Excellent analytical, problem-solving, and data interpretation skills.
- Strong interpersonal skills, with the ability to work collaboratively across teams and communicate effectively with key stakeholders.
- High attention to detail, accountability, and a solutions-oriented mindset.
Benefits
- generous discretionary bonus
- comprehensive range of benefits — including medical, financial, and wellness programs — designed to support our employees both professionally and personally
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
fundraising processesinvestor relationscapital formation workflowsExcelpivot tableslookup functionslogical formulasdata interpretationproject managementorganizational skills
Soft Skills
interpersonal skillscollaborationcommunicationattention to detailaccountabilitysolutions-oriented mindsetanalytical skillsproblem-solvingability to manage multiple prioritiestime management
Certifications
Bachelor’s degree