Our client, an investment advisor in Midtown, is seeking an Investor Relations Associate.
Job Details
Position: Investor Relations Associate
Location: New York, NY (Midtown)
Compensation: $150K-$225K total compensation, plus daily lunch and robust benefits
Responsibilities of the Investor Relations Associate:
Work with the Director of Investor Relations to provide high-caliber service to investors and prospective investors through the following tasks:
- Updating investor materials on an ongoing basis, which involves working closely with internal teams to ensure accuracy and compliance of materials
- Liaising with investors and internal teams to ensure smooth processing of capital transactions, including subscriptions, redemptions, and transfers
- Serving as a key point of contact for investors, fund administrators, and other key business stakeholders
- Scheduling and providing logistical support for calls and meetings
- Creating prep materials for investment team ahead of meetings and conferences
- Maintaining the firm’s relationship management database
- Addressing investor questions and follow up on open items as needed
Requirements of the Investor Relations Associate:
- Bachelor’s degree required, preferably in Finance, Business Administration, Accounting, or a related field
- 4-6 years of relevant experience
- Prior experience working for a financial institution in a client service, investor relations, or allocator capacity is preferred
- Proficiency with Excel, PowerPoint, and CRM systems preferred
- Superb written and oral communication skills are critical for this role
- Professionalism, strong attention to detail, and discretion are essential qualities
- Team player with a collaborative mindset
- Comfortable using various tech platforms (examples: Microsoft suite and Confluence is a plus)
