What are the responsibilities and job description for the Investor Relations & Operations Analyst position at Congruence Capital?
About Congruence Capital
Congruence Capital is an investment firm based in Los Angeles managing a long/short equity strategy focused on small and mid-cap companies operating in various industrial supply chains. We take a fundamental, research-driven approach to investing, while also seeking to engage with portfolio companies on Impact Initiatives that may create value.
Position Overview
We are seeking an Investor Relations & Operations Analyst to join our team in a career-track role to support capital raising, fund operations, portfolio analytics, investor communications, and ongoing investor engagement. The ideal candidate will have 0 - 6 years of relevant experience and an ability to synthesize complex information into clear, concise storytelling.
Key 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
Qualifications
- 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
Location
This position is based in our Los Angeles office.
How to Apply
Please email careers@congruencecapital.com with your resume.