"Alerted.org

About the Role

We are seeking a highly motivated and detail-oriented Analyst to join our team, supporting both Investor Relations and Asset Management functions. This dual-role position offers a unique opportunity to work at the intersection of investment strategy and stakeholder communication, playing a key role in managing portfolio performance while also shaping the narrative we share with investors.

Key Responsibilities:

Asset Management

• Monitor and analyze portfolio performance across asset classes.

• Support investment decision-making through financial modeling, market research, and risk analysis.

• Assist in the preparation of asset-level and portfolio-level reports for internal and external stakeholders.

• Collaborate with portfolio managers to track KPIs and identify value creation opportunities.

• Maintain and enhance asset management dashboards and performance tracking tools.

Investor Relations

• Prepare investor presentations, quarterly reports, and newsletters

• Support the development of investor messaging and FAQs.

• Coordinate investor meetings

• Track investor feedback and market sentiment to inform communication strategies.

• Ensure consistency and accuracy in all investor-facing materials.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.

• 1-2 years of applicable experience preferred

• Excellent written and verbal communication abilities.

• Proficiency in Excel and other Microsoft products

• Eagerness to learn more about the industry and experience different aspects of the business

What We Offer

• Exposure to both the operational and strategic sides of investment management.

• Competitive compensation and benefits package.

• Growth Opportunities