Job Description
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 (-01-13/goanna-seeks-1-3-billion-for-bets-on-highly-coveted-startups).
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
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