Marketing and Performance Reporting Analyst

Job Title: Marketing & Performance Reporting Analyst

Location: New York City, on-site

Hiring Manager: Rahul Mahajan

Compensation range: $150,000 - $200,000

Experience Level: 5 years after undergrad

About the Job

LuminArx is a rapidly growing alternative investment manager focused on special situations investing, managing over $4 billion in AUM. We are seeking a Marketing & Performance Reporting Analyst. This role will be instrumental in driving investor engagement, enhancing transparency through high-quality reporting, and supporting ongoing fundraising initiatives.

This role provides a comprehensive view of our business, allowing you to collaborate with diverse teams across the organization, including Investment, Operations, Accounting, Legal, and Compliance.

Key Responsibilities

·        Marketing & Investor Communications

o   Prepare monthly investor reports for prospects and current investors, highlighting performance, positioning, and firm developments.

o  Maintain and regularly update the firm’s marketing deck, monthly performance summaries, and capital call tearsheets.

o  Coordinate with third-party platforms, databases and consultant websites to ensure accurate and timely updates.

o  Support the preparation and submission of RFIs, DDQs, and other due diligence materials for prospective investors.

o  Assist in the preparation of monthly investor call materials and talking points for senior management.

·        Performance Reporting & Data Management

o  Develop a deep understanding of LuminArx’s data and reporting systems, identifying key data sources for both recurring and ad hoc investor reporting.

o  Prepare custom and standardized performance reports for investors and internal stakeholders, ensuring accuracy and consistency.

o  Collaborate with the operations and finance teams to reconcile reported data with fund accounting and performance systems.

o  Support the ongoing refinement of data automation and visualization tools used for investor reporting.

·        Investor Outreach & Relationship Tracking

o  Research and identify prospective investors (LPs) through event lists, databases, and other sources; conduct targeted outreach to schedule meetings.

o  Maintain and update investor records, ensuring complete and organized data for marketing segmentation and tracking.

o  Track and manage investor requests, ensuring timely responses and accurate documentation of interactions.

·        Process Improvement & Cross-Functional Collaboration

o  Partner with data, operations, and investment teams to streamline reporting workflows and improve automation.

o  Contribute to the development of new templates and dashboards for performance analysis and investor reporting.

o  Continuously identify and implement process improvements to enhance efficiency and accuracy.

Qualifications

• Detail-Oriented: Exhibit meticulous attention to detail and a commitment to producing high-quality work.
• Innovative Thinker: Possess a can-do attitude with a self-motivated drive, capable of thinking outside the box and proposing creative solutions.
• Team Player: Willingness to go the extra mile and contribute as part of a high-performing team.
• Effective Communicator: Always maintain open communication, ensuring clarity and transparency.
• Collaborative: Ability to work well people and follow processes, fostering a positive culture and work environment.
• Ownership: Take full responsibility for work products and processes, demonstrating accountability and initiative.
• Analytical Skills: Excellent analytical and problem-solving skills.
• Relationship Management: Skill in managing relationships and workflows with LPs, ensuring seamless collaboration.
• Organizational Excellence: Demonstrate superior organizational skills, efficiently managing multiple tasks and priorities.
• Time Management: Ability to multitask and work effectively within tight timeframes.
• Technical Proficiency: Strong Excel skills are essential; experience with VBA, coding, and AI is a plus.