Investor Relations & Reporting Associate

Job Description

Job Title: Investor Relations & Reporting Associate

Location: West Palm Beach, FL (HQ)

Goanna Capital invests in the most ambitious technology companies shaping the future of AI, SaaS, cloud, and frontier innovation. Our portfolio includes category-defining leaders such as Anthropic, OpenAI, Ramp, Rippling, and Neuralink (https://www.bloomberg.com/news/articles/2025-01-13/goanna-seeks-1-3-bil…).

The Role:

We are seeking an Investor/LP Relations & Reporting Associate who has deep experience with investor communications, fund reporting, and stakeholder management. The ideal candidate has worked at a private markets investment firm, fund administrator, or professional services firm (accounting / audit preferred) and has directly managed LP relationships, quarterly reporting cycles, investor communications, and the full spectrum of limited partner servicing activities.

What You’ll Do:

Fundraising Support

• Manage and respond to all prospective investor due diligence requests during fundraising cycles
• Prepare and maintain data room materials including portfolio performance data, track records, and case studies
• Create benchmark comparisons and competitive positioning analyses for fundraising materials
• Develop custom analyses and reports to address specific prospective LP inquiries
• Support virtual and in-person due diligence meetings with comprehensive supporting materials

Investor Relations & Communications

• Own the creation and distribution of comprehensive quarterly LP letters, ensuring clear communication of fund performance, portfolio developments, and market commentary
• Proactively address LP questions and concerns with timely, thorough responses
• Produce regular market updates and portfolio breakdowns to keep investors informed between formal reporting periods
• Manage all ad-hoc LP data requests and information needs
• Ensure all investor communications maintain consistent messaging and professional quality

Core Fund Operations & Reporting

• Lead quarterly and annual LP reporting processes, ensuring timely and accurate delivery of all investor communications
• Oversee capital account maintenance and LP statement preparation
• Process capital calls and coordinate investor funding activities with clear, detailed notices
• Calculate and distribute proceeds from investment exits with accompanying investor communications
• Manage investor portal and CRM systems, ensuring LPs have access to up-to-date information

Compliance & Audit Management

• Lead coordination of fund and SPV audits with external auditors
• Ensure compliance with Limited Partnership Agreement terms and regulatory requirements
• Prepare K-1 packages and coordinate tax reporting distribution
• Manage regulatory filings including Form ADV updates and Blue Sky compliance
• Oversee adherence to ILPA reporting guidelines and industry best practices

Portfolio Operations & Analysis

• Synthesize portfolio company performance data into compelling investor narratives
• Create detailed portfolio breakdowns by sector, geography, vintage, and other relevant metrics
• Maintain investment valuations and performance metrics (IRR, MOIC, DPI, RVPI)
• Develop benchmark comparisons against relevant indices and peer funds
• Support investment team with closing documentation and fund deployment tracking

Operational Excellence

• Establish and optimize processes for responding to investor requests efficiently
• Create templates and materials for common investor inquiries
• Coordinate with fund administrators, legal counsel, and other service providers
• Uphold best practices for investor communications and stakeholder management
• Drive continuous improvement in reporting quality and response times

What We’re Looking For:

• 3-7 years in private markets investor relations, fund administration, fund accounting at a PE/VC firm, fund administrator, fund services or Big 4 accounting / audit practice
• Advanced Excel proficiency and experience with investor reporting systems and data rooms
• Proven track record of managing investor requests and due diligence processes
• Exceptional written and verbal communication skills with proven ability to craft compelling investor communications and quarterly letters
• Experience translating complex portfolio data into clear, digestible formats for audiences
• Deep understanding of private markets fund structures, valuations, waterfall calculations, and accounting
• Comprehensive knowledge of institutional LP expectations, due diligence requirements, and ongoing reporting needs
• Experience managing multiple stakeholders and competing deadlines in fast-paced environments
• Strong attention to detail
• Bachelor's degree in Finance, Accounting, Economics or related field; CPA or progress toward certification preferred
• Client service mindset with ability to anticipate and proactively address investor needs

Why Goanna:

• Competitive salary and performance-based bonuses
• Incredible culture and room to grow across the Goanna ecosystem