Interim Investor Relations Associate

Overview

• Serve as the operational backbone for investor relations and business development during a transitional period.
• Manage inbound investor requests, communications, and CRM data accuracy for seamless operations.
• Prepare detailed pre-meeting briefs and ensure follow-through post-interactions.
• Coordinate investor meeting logistics, materials, and scheduling for optimal efficiency.
• Maintain investor data room organization and monitor engagement analytics.
• Support diligence responses and onboarding workflows to ensure compliance and accuracy.
• Collaborate with internal stakeholders to maintain pipeline hygiene and reporting.
• Contribute to the development and distribution of investor materials and communications.

Key Responsibilities & Duties

• Monitor and manage the centralized IR mailbox, ensuring timely responses and accurate tracking.
• Maintain CRM data quality, logging touchpoints, updating contacts, and producing pipeline snapshots.
• Prepare investor meeting briefs, coordinate materials, and provide updates to leadership.
• Attend investor meetings, take detailed notes, and distribute recaps to stakeholders.
• Ensure IR/marketing collateral is current and manage targeted distributions.
• Organize and maintain the investor data room, monitoring access and engagement analytics.
• Coordinate diligence responses and support onboarding workflows to meet deadlines.
• Assist in tracking prospect communications and maintaining website backend operations.

Job Requirements

• Bachelor of Arts (BA) degree with 2–6+ years of relevant experience in investor relations or similar roles.
• Proficiency in CRM tools such as Salesforce, Dynamo, or HubSpot, and pipeline reporting.
• Advanced skills in Microsoft Office Suite and ability to learn new tools quickly.
• Strong writing and communication skills, polished and concise for investor-ready materials.
• Comfortable with investor materials, workflows, and maintaining discretion with confidential information.
• Highly organized, detail-oriented, and deadline-driven with the ability to manage parallel workstreams.
• Experience in long-short equity or similar asset management environments preferred.
• Ability to work on-site and collaborate effectively with internal teams and stakeholders.