Investor Relations Associate

Overview

• Join a dynamic asset management firm as an Investor Relations Associate, fostering strong investor relationships and supporting fundraising initiatives.
• Collaborate with cross-functional teams to deliver exceptional client service and ensure clear communication of strategies and performance.
• Gain exposure to senior leadership and investment professionals, contributing to the firm's growth and success.
• Manage investor communications, due diligence processes, and marketing materials with precision and attention to detail.
• Enhance and streamline client service functions, ensuring efficient and organized operations.
• Work in a hybrid environment, combining on-site collaboration with remote flexibility.
• Contribute to a firm committed to diversity, inclusion, and professional excellence.

Key Responsibilities & Duties

• Develop a deep understanding of the firm's strategies and operations to effectively communicate with investors.
• Maintain and update marketing collateral, firm-wide statistics, and CRM systems.
• Collaborate with sales and investment teams on fundraising efforts and pitch materials.
• Respond promptly to investor inquiries regarding performance, strategy, and operations.
• Manage investor due diligence processes, including data room coordination and record keeping.
• Create and update newsletters, presentations, and marketing materials to support client-facing efforts.
• Interface with fund administrators for investor onboarding and transaction processing.
• Enhance client service functions through proactive collaboration and process improvement.

Job Requirements

• Bachelor of Science degree required, preferably in finance, business, or related fields.
• 3-7 years of investor relations experience, ideally in asset management.
• Proficiency in Microsoft Office suite; experience with DealCloud is advantageous.
• Strong written and verbal communication skills with keen attention to detail.
• Ability to manage multiple priorities efficiently in a fast-paced environment.
• Collaborative team player with a self-sufficient and proactive approach.
• Highest standards of integrity and professionalism.