Investor Relations Associate

Overview

• The Investor Relations Associate supports the Business Development and Investor Relations team.
• Assist in creating marketing materials, client deliverables, and managing communications.
• Collaborate with senior team members to complete RFPs, DDQs, and RFIs.
• Maintain and update standardized data sets and firm information.
• Prepare portfolio review materials for client meetings and presentations.
• Serve as liaison for the firm’s online investor portal and coordinate communications.
• Ensure accuracy and consistency in client and consultant data requests.
• Maintain organized client files, department databases, and records.

Key Responsibilities & Duties

• Support completion of RFPs, RFIs, and DDQs for institutional investors and consultants.
• Aid in maintaining current responses in the Qvidian database.
• Create and maintain marketing materials, including pitchbooks and factsheets.
• Prepare materials for quarterly client meetings and portfolio reviews.
• Draft and distribute client communications such as newsletters and market commentaries.
• Coordinate communications between clients, fund administrators, and internal teams.
• Respond to client data requests and ensure information accuracy.
• Maintain organized records and databases for the department.

Job Requirements

• Bachelor’s degree in Marketing, Business Administration, Finance, Economics, or related field.
• 2-5 years of experience in Client Services or Investor Relations for a finance firm.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Understanding of financial markets, investment instruments, and performance statistics.
• Experience with Qvidian, Satuit CRM, Chat GPT, and UpSlide preferred.
• Strong organizational skills and keen attention to detail.
• Excellent verbal and written communication skills.
• Positive attitude and teamwork mentality.