IR Operations Analyst

Insight Global is seeking to hire an Investor Relations Operations Analyst for a global investment firm based in Dallas, TX.

The ideal candidates will be a multi-talented, extremely detailed focused and hands-on self-starter who will provide implementation and support for several data and reporting projects. This opportunity is a fully in-office position based out of our Dallas, Texas HQ and reports to the Head of Investor Relations.

Responsibilities:
-Co-Lead all data analysis and reporting efforts including, but not limited to, investor performance, KPI tracking, and business development activity reporting. Responsible for actively identifying, capturing, analyzing, and managing the company's data in CRM systems with the overarching goal of helping facilitate both decision-making efforts and proactive work environment.
-Use your growing repertoire of data analytics skills to influence and develop automated reporting systems to maintain and publish investor reports on a quarterly basis.
-Spearhead CRM integration into other firm tech systems/initiatives as we assess new vendors and continue to refine our internal processes.
-Ownership of data clean-up, accuracy and quality control.
-Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates.
-Monitor CEO’s investor contact activity to maintain updated investor tracking reports.
-Internal process document creation business planning, training, and business development activities.
-Assist with the compilation of The Disruptive Daily Newsletter
-Participate in investment transaction operations by updating colleagues with investor stage, document status, and cash receipts.
-Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates.
-Respond to investor inquiries on an ad hoc basis.
-Input investor contact stages and investor information using Backstop CRM
-Continuously enhance current investor reporting to create repeatable process to advance the firm forward and support growth.
-Proactively design, produce and implement new tracking reports in the CRM for accurate and timely internal communication.
-Work with senior management to plan, design, and implement an online investor portal.
-Participate in person in internal meetings both firm-wide and segmented by department.
-Monitor email on nights and weekends to ensure active investor progress continues.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

-Bachelor’s Degree required.
-2 years minimum experience in investment banking, finance, consulting, accounting, legal, or other professional services roles
-Extensive Excel experience including but not limited to Pivot tables and functions, Vlookup/ Index-Match, Nested If-Then statement formulas etc., and querying across multiple data sources.
-Strong sense of urgency, adaptability, and flexibility.
-Comfortable graphically designing and formatting PowerPoint or Canva presentations.

-Automating and streamlining reporting processes with Macros and/or VBA is a plus
-Experience with Flow is plus.
-Knowledge of Broker Dealer and/or Registered Investment Advisers is a plus.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.