Business Development - Investor Relations Specialist

Petra Funds Group is a single source provider for the fund administration and fund infrastructure needs of Private Equity and Debt Funds. At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.

Petra is made up of highly experienced professionals across the US and Europe. In a business where accuracy and timeliness are paramount, having a deep bench who have spent years working inside of asset managers is what truly differentiates us.

Our foundation is built on trust, experience, and uncompromising accuracy. Our people are experts. We work collaboratively. We are relentless in our process and put attention to detail first.

• →Support the Investor Relations team in investor communications and fundraising initiatives
• →Assist with investor inquiries, meeting preparation, and follow-up communications
• →Manage and coordinate investor diligence processes, including DDQs, RFPs, and ad hoc requests
• →Draft, refine, and maintain investor-facing materials, including:
  • →Pitchbooks and presentations
  • →Investor letters and fund updates
  • →DDQs, RFPs, and diligence materials
  • →White papers, market commentary, and thematic pieces
  • →Case studies and bespoke investor materials
• →Translate complex investment strategies and market views into concise, compelling messaging
• →Ensure consistency and accuracy across all investor communications and marketing materials
• →Coordinate internally across investment, finance, legal, compliance, and operations teams to gather information and complete investor deliverables
• →Independently manage fundraising and investor diligence requests from start to finish
• →Analyze and interpret portfolio, fund, and strategy-level data for prospective and existing investors
• →Assist with recurring investor reporting requests and questionnaires on a monthly, quarterly, and annual basis
• →Conduct research on prospective investors and support pipeline tracking efforts
• →Assist with conference preparation, roadshows, investor meetings, and onsite visits
• →Organize and maintain investor, fund, and firm-level data and materials
• →Support investor onboarding processes, including coordination with external legal counsel and administrators on AML and subscription documentation
• →Contribute to broader discussions regarding product positioning, strategic messaging, and market differentiation

• Bachelor’s degree required 
• 5–10 years of relevant experience in investor relations, capital formation, investment management, consulting, or product specialist roles
• Prior experience within private credit, private equity, or alternative investments strongly preferred
• Exceptional written and verbal communication skills with the ability to independently produce polished, client-ready materials
• Demonstrated experience writing analytical and strategic content, including market commentary, white papers, and investment materials
• Strong project management skills with the ability to manage multiple priorities and tight deadlines
• Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint
• Experience working with large datasets, including proficiency with pivot tables, VLOOKUPs, and related analytical tools
• Experience utilizing CRM systems effectively
• Strong analytical and problem-solving abilities with a high degree of accuracy and attention to detail
• Ability to operate independently while collaborating effectively across teams
• Entrepreneurial mindset with a willingness to take ownership and drive projects forward in a fast-paced environment
• Strong work ethic and intellectual curiosity
• Highly organized and detail-oriented
• Collaborative, professional, and solutions-oriented
• Comfortable operating in a demanding, non-hierarchical environment
• Adaptable and eager to grow with the role over time

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $122,000 - $183,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.