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Institutional Relations

Institutional Relations & Investor Reporting Associate

Fort Myers, FL / HybridFull-time
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About the Role

You will support the connection between originated real-world assets and qualified institutional capital, preparing reporting, data, and materials for institutional workflows at BillPay America.

Responsibilities

  • Prepare portfolio-level reporting for institutional audiences
  • Support investor relations with structured data and materials
  • Coordinate with portfolio, risk, and compliance teams
  • Maintain reporting calendars and data accuracy
  • Support due-diligence requests from qualified institutions
  • Ensure reporting meets institutional standards
  • Assist with investor communications and documentation

Requirements

  • 2+ years in investor relations, institutional reporting, or finance
  • Experience with private credit, funds, or asset management preferred
  • Strong writing and presentation skills
  • Attention to detail and data accuracy
  • Ability to work with institutional reporting standards
  • Fluent English

What We Offer

  • Competitive salary and benefits
  • Exposure to institutional capital workflows
  • Centralized reporting and data infrastructure
  • Growth path in investor relations and portfolio reporting
  • Collaborative, institutional-grade work environment

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Institutional Relations & Investor Reporting Associate

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