Analyst or Associate - Credit, Investor Partnerships

Galvanize

$120K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree along with a minimum of 4 years in investment banking or private credit.
  • Strong integrity and good judgment in decision-making.
  • Experience specifically in private credit investing is essential.
  • Exceptional analytical, communication, and organizational skills are required.
  • Team-oriented individual with collaborative mindset.
  • Self-starter accustomed to exceeding expectations and managing tight deadlines.
  • High attention to detail and proactive curiosity in learning new concepts.

Responsibilities

  • Facilitate information requests from investors and identify critical issues.
  • Track investor progress with a Capital Raise Tracker in collaboration with the team.
  • Collaborate with investment teams to create and refine investment materials for clarity and alignment.
  • Maintain and update detailed investor records using Salesforce for accuracy.
  • Prepare customized meeting materials for investors, highlighting their interests.
  • Lead special projects to develop strategic relationships and organize events or webinars.
  • Manage follow-up communications and ensure timely action on investor meeting notes.

Benefits

  • Generous employer-paid health coverage options.
  • 401(k) plan with an employer match.
  • 25 days of paid time off (PTO) inclusive of vacation and personal leave.
  • Monthly wellness benefit covering various activities.
  • Annual stipend for professional development opportunities.
  • 16 weeks of paid parental leave for all genders.
Full Job Description
Role

Galvanize's Investor Partnerships team leads fundraising and investor relations across asset classes. The Investor Partnerships Team develops, maintains, and grows relationships with prospective and current Limited Partners ("LP's"', investors, or allocators) globally on behalf of the firm.

The incumbent will report directly to the Global Head of Investor Partnerships and will primarily service the Galvanize Credit and Capital Solutions team, and the Head of Credit Investor Partnerships. This role is an outstanding opportunity for an individual wanting to expand their knowledge of energy-transition-focused investments and the fundraising and relationship management function of a growing, multi-asset investment platform.

Candidate must have at least 2 years of experience in private credit.
Essential Job Responsibilities
  • Project Management:
    • Facilitate and complete information requests from prospective and current investors and identify potential critical issues
    • Track investor progress and manage Capital Raise Tracker in coordination with the Investor Partnerships team
    • Collaborate with investment teams to develop, refine, and tailor investment materials and diligence responses, ensuring clarity, consistency, and alignment with investor expectations across pitch decks, PPMs, data rooms, and fund updates
    • Maintain detailed investor records and engagement data using Salesforce, ensuring accuracy across contact information, meeting notes, briefing notes, pipeline status, and activity tracking
    • Create comprehensive meeting preparation materials, including customized investor briefing documents, portfolio updates, key messaging points, and strategic talking tracks, tailored to the specific interests and priorities of each
    • Spearhead special projects like helping to developing strategic relationships, convenings, events, webinars, and the like.
  • Investor Dialogue and Communications:
    • Manage follow-up workflows on behalf of senior team members, including drafting and sending timely correspondence, tracking deliverables, and ensuring action items from investor meetings are completed and logged appropriately
    • Participate in 1-on-1 LP calls with senior members of the Investor Partnerships team, contributing to meeting prep, taking detailed notes, gaining exposure to investor priorities, market feedback, and relationship management best practices
    • Coordinate investor events and meetings, including roadshows, conference engagements, and in-office sessions with prospective LPs
    • Develop the expertise and judgment to independently lead LP meetings and represent Galvanize's investment strategies across asset classes
  • Technology and Process Improvement:
    • Leverage Salesforce and other tools to generate reports, analyze investor engagement trends, and identify outreach opportunities
    • Identify automation opportunities to improve data hygiene, pipeline accuracy, and tracking of investor interactions
    • Propose and pilot new tools or enhancements to improve communication, tracking, and knowledge-sharing within the team and firm
Required Qualifications and Competencies
  • Bachelor's degree and at least four years of full-time work experience preferably in investment banking and private credit.
  • Demonstrates a strong sense of integrity and consistently exercises good judgment.
  • Proven experience in private credit investing
  • Excellent analytical, communication, and organizational skills
  • Collaborative and team-oriented
  • A self-starter with a track record of going above and beyond what is asked.
  • Sense of urgency and understanding how to work against tight deadlines while managing multiple high stakes projects
  • Strong attention to detail
  • Constant curiosity and an eagerness to learn
Compensation and Benefits
  • Estimated base salary, depending on experience: $120,000 - $140,0000 per annum
  • Role is also eligible for an annual discretionary bonus
  • Generous benefits package, including employer-paid health coverage options
  • 401(k) plan with employer match
  • 25-days of PTO which is inclusive of vacation, personal time and sick leave
  • Monthly wellness benefit that covers a broad range of activities
  • Annual stipend for employer-sponsored professional development opportunities
  • 16-weeks paid parental leave for parents of any gender

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