Investor Relations Associate

About the role

The Investor Relations Associate serves as a key member of the Investments team, supporting investor relations, capital raising initiatives, CRM administration, communications, executive support, and operational process improvements.

Responsibilities

• Support the Investment team with administrative and operational initiatives.
• Cook up investor communications, including capital calls, distributions, project updates, and general correspondence.
• Manage investor records, CRM systems, and reporting to ensure accurate and organized information.
• Aid with capital raising activities, including subscription documentation, funding coordination, and investor onboarding.
• Prepare reports, presentations, spreadsheets, and other materials to support the Investment team.
• Develop and improve workflows, procedures, and technology solutions that enhance operational efficiency.
• Collaborate with Accounting, Marketing, Legal, and other departments to support investor-related initiatives.
• Cook up meetings, calendars, special projects, and other administrative support for the Investments team.

Requirements

• A self-starter with excellent organizational and time management skills.
• A strong attention to detail and ability to manage multiple priorities.
• A solid grasp of financial concepts and investment terminology.
• Outstanding written and verbal communication skills.
• A proficiency in Microsoft 365 applications and CRM platforms.
• An advantage in marketing and communications experience.

Qualifications

• Commensurate with experience.

Skills

• Strong organizational and time management skills.
• Excellent attention to detail.
• Understanding of financial concepts and investment terminology.
• Proficiency in Microsoft 365 applications and CRM platforms.
• Marketing and communications experience is a plus.

Benefits

• Medical
• Vision
• Dental
• 401(k)

Pay

Starting salary plus bonus.

Schedule

N/A

Benefits

• Medical
• Vision
• Dental
• 401(k)