Associate Director, Investor Relations

Responsibilities

• Own the CRM (Dynamo) as the source of truth for all investor, prospect, and portfolio company data.
• Manage fundraising pipelines for the Opportunities and Ventures funds, ensuring accuracy, timely updates, and visibility for senior leadership.
• Oversee the monthly import and reconciliation of fund balances and transactions from fund administrators (e.g., HedgeServ).
• Maintain high-quality investor records, including firm, contact, and opportunity-level data.
• Track investor touchpoints, meeting notes, next steps, and event participation to support data-driven IR strategy.
• Generate recurring and ad-hoc reports for IR, Finance, Legal, and Investment teams.

Data Rooms & Investor Documentation

• Lead the setup, organization, and ongoing management of data rooms for fundraising and investor reporting.
• Ensure all materials are uploaded, archived, and version-controlled across funds.
• Manage investor access, onboarding, and permissions.
• Maintain and update data room home pages and folder structures to support LP usability.

Fundraising Strategy & Execution

• Maintain an accurate, real-time view of the fundraising pipeline; prepare pipeline summaries and insights for leadership.
• Join select investor meetings to support content updates, pitchbook revisions, and follow-up execution.
• Triage LP requests, coordinating responses across Finance, Legal, and the Investment Team.
• Partner with senior IR leadership on DDQs, RFPs, questionnaires, and diligence materials.
• Collaborate on drafting and updating Venture fundraising collateral and data room content.
• Support the design and execution of fundraising roadshows for Opps and Ventures, including coordinating outreach, materials, schedules, and follow-ups.
• Manage relationship with European placement agents to support international investor pipeline development.
• Aid in investor onboarding: Opportunities Fund - coordinate between LPs and fund admin to ensure smooth onboarding; Venture Fund - support development of an online sub-document process and manage LP workflow.

Marketing Materials & Communications

• Manage the creation, updating, formatting, and review process for all investor-facing materials, including: Pitchbooks, Investor-specific presentations, Monthly Tear Sheets, Quarterly Letters, Webinar and Annual Meeting decks, Press releases, and conference materials.
• Ensure all materials meet compliance standards, include required disclosures, and are properly logged and archived.
• Oversee website updates, including team pages, portfolio company listings, press releases, and compliance-driven disclosures.
• Partner with external developers on site enhancements and potential rebrand initiatives.
• Manage the firm’s LinkedIn presence, coordinating with Compliance and supporting content development.

Firm Events

• Lead logistics and material creation for the Annual LP Meeting and other major investor events.
• Plan and execute webinars, including branding, registration, speaker coordination, and post-event follow-up.
• Manage hybrid event setups and vendor relationships to ensure secure and seamless participation.

Industry & Consortium Events

• Maintain event materials, communications, contact lists, and timelines.

Background and Qualifications

• 8-10 years of experience in investor relations, venture capital, private equity, or fund operations, with increasing scope and ownership.
• Advanced CRM expertise, including system optimization, workflow creation, and data governance; Dynamo experience strongly preferred.
• Deep knowledge of fundraising strategy, LP engagement, due diligence processes, and investor onboarding frameworks.
• Demonstrated ability to lead complex, cross-functional initiatives across Finance, Legal, Operations, and external partners.
• Exceptional organizational and program management skills, with the ability to build scalable processes and manage competing priorities.
• Sophisticated communication skills—capable of delivering clear, compelling materials and presenting effectively to internal leadership and external LPs.
• Experience overseeing compliance-reviewed, investor-facing materials, quarterly reporting, and capital activity communications.
• Proven ability to represent the firm with credibility in investor meetings, diligence discussions, and strategic partnership conversations.
• High technical proficiency across CRM systems, Excel/modeling for IR needs, data rooms, Zoom, CMS platforms, and professional communication tools; comfortable evaluating and improving toolsets.