Investor Relation Services Associate

Responsibilities

• Own the release of investor communications through the CRM, including capital calls, distribution letters, tax information, marketing materials, and fundraising efforts, ensuring accuracy and timely delivery across the investor base.
• Serve as a primary point of contact for allocated new and existing investors.
• Partner with Investor Relations and Business Development colleagues, providing information, materials, and subject matter support to advance broader fundraising and relationship management efforts.
• Oversee and manage investor assignment requests.
• Oversee investor distribution payment resolution.
• Investor Portal and CRM Administration:
• Oversee activation of new investor and prospect accounts in the CRM.
• Manage the full document lifecycle within the portal, including uploading and organizing reports, forms, and tax documents in line with investor and compliance requirements.
• Proactively identify investor data discrepancies and errors, drive root cause analysis, and coordinate or implement corrective actions across teams.
• Own the integrity of investor information within the CRM database, ensuring accurate, timely updates to investor accounts, contact records, and payee records, and recommend process improvements as gaps are identified.
• Provide support to investor CRM users, resolving technical issues and escalating complex cases.
• Serve as a primary liaison between HGI and the third-party CRM provider, driving enhancement requests, coordinating technical support needs, and communicate priorities in platform discussions.
• Capital Calls, Tracking, and Compliance:
• Lead administration of investor fundraising end to end, overseeing investment commitment amounts and maintaining deal tracking spreadsheets to support accurate, real-time reporting to leadership.
• Manage the full compliance lifecycle for investor documents, including review, distribution, follow-up, and tracking, to comply with applicable regulatory requirements.
• Oversee new investor record setup and ongoing database maintenance, ensuring data accuracy and consistency to support downstream reporting and decision making.
• Manage the capital call process from issuance through collection, including sending capital calls, driving follow-up efforts, and tracking payments due and received across investors.
• Drive resolution of past due payments and outstanding subscription materials, coordinating directly with investors and escalating to leadership as needed.
• Prepare and own Outstanding Documents, Corrections, and Payments reporting, deliver accurate, timely reports on past due investors to support compliance and leadership visibility.
• Events and Reporting:
• Support fundraising events, including event invitations, registration management, and preparation.
• Generate custom reports on investor portfolios as requested by clients, the equity team, or the legal department.
• Prepare bank reporting for subscription lines and submit subscription documents for review.
• Other:
• Other special projects and duties, as assigned.

Qualifications

• Bachelor’s degree in business, Finance, or a related field preferred, or equivalent experience.
• Three to five years of experience assisting and interacting in business development, investment, legal services, or similar environment.
• Former experience with a CRM platform or investor portal system is required.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook) and Adobe, with strong Excel skills.
• Excellent verbal and written communication skills.
• Detail-oriented and highly organized, comfortable working with senior executives and high net worth individuals by phone, email, and in person.
• Strong organizational skills with the ability to prioritize competing deadlines and adapt quickly in a fast paced, dynamic environment.
• Able to work independently and cross departmentally, managing many concurrent projects and meeting critical deadlines.
• Experience working with institutional investors is a plus.
• Claude and other AI use a plus.
• Some travel required.