Operations Analyst (Investor Relations)

Garda is looking to hire an Investor Relations Operations Analyst to join its Investor Relations team in the New York City office. This position is a key internal support role focused on operational execution, reporting, data management, and internal coordination for the Investor Relations team. The role is critical to ensuring the accuracy, timeliness, and consistency of investor-related materials and processes, and will work closely with team members to support client service & reporting, marketing materials, CRM management, and internal workflows.

Position Responsibilities

• Support the production, quality control, and timely delivery of regular investor reporting, including weekly and monthly materials
• Assist in the preparation and maintenance of investor-facing materials, including marketing presentations, data tables, and internal briefing documents
• Manage and maintain investor and prospect data within Garda’s CRM system (FolioMetrics), ensuring accuracy, completeness, and consistency
• Support monthly transaction-related processes and documentation in coordination with internal teams
• Assist with due diligence materials, data requests, and ad hoc reporting as directed by senior Investor Relations team members
• Assist with completing due diligence questionnaires and the maintenance of an internal DDQ response library (Qvidian)
• Perform data validation, reconciliation, formatting, and review to ensure accuracy across reporting and marketing outputs
• Partner with internal stakeholders (legal, compliance, accounting, and operations) to support investor-related processes
• Identify opportunities to improve reporting workflows, documentation, and operational processes
• Serve as a reliable execution partner on special projects and time-sensitive initiatives as needed

Qualifications & Desired Skills

• Bachelor’s degree in Finance, Economics, Business, Communications, or related field
• 1-3 years of relevant experience in investor relations, investment management operations, client reporting, or financial services
• Demonstrated interest in investment management and investor relations
• Strong attention to detail and commitment to accuracy in a data-driven environment
• Ability to manage multiple priorities and meet deadlines in a fast-paced setting
• Highly organized, dependable, and proactive in executing assigned responsibilities
• Collaborative team player with the ability to work effectively across functions
• Clear written and verbal communication skills for internal coordination
• Proficiency in Microsoft Outlook, Excel, PowerPoint, and Word with comfort working with data and presentations