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.
What You Will Do
:
The Business Development - Investor Relations Specialist will support our Client's Investor Relations and Business Development team. This role is ideal for a highly motivated professional with strong communication and project management skills who thrives in an entrepreneurial, lean environment. The position will initially focus on investor communications, content development, diligence management, and capital formation initiatives. Over time, the role offers the opportunity to evolve based on the individual’s strengths and interests, including investor relations, product specialization, marketing and content strategy, or client-facing business development responsibilities. The ideal candidate will possess strong analytical and organizational skills, exceptional attention to detail, and the ability to independently manage projects from inception through completion. Candidates should have prior exposure to private credit, private equity, or alternative investments and a demonstrated ability to synthesize and present complex information in a clear and compelling manner. This individual will be an ambitious and proactive professional who enjoys contributing to a fast-paced fundraising environment while supporting strategic initiatives across the firm.
Responsibilities:
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
Qualifications:
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
Salary Range:
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.
How We Care
We believe people do their best work when they feel supported — personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include:
90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan. *
401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
Flexible paid time off to recharge, travel, or take care of what matters most.
Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.
Hybrid work environment t
hat offers flexibility and supports work-life balance.
*Funded amount is prorated for new hires.
What We’re Proud Of
We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience:
Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture.
Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.