Investor Relations Associate

Responsibilities

• Support the preparation and distribution of investor communications, including investor letters, performance updates, presentations, and marketing materials
• Prepare and update responses to RFPs, RFIs, and DDQs using approved language
• Compile and analyze fund performance data, benchmarks, and peer comparisons to support investor reporting and marketing efforts
• Aid in investor meetings by preparing materials, capturing notes, and coordinating follow-up communications
• Maintain CRM systems, including logging interactions, meeting notes, feedback, and tracking fundraising activity and pipeline progression
• Support investor onboarding processes, including coordination of subscription documents, closing timelines, and internal stakeholders
• Maintain data rooms and investor materials, ensuring accuracy, consistency, and proper organization across all content
• Cook up information for investor communications and requests with internal teams (investment, finance, legal/compliance)
• Coordinate with internal teams (investment, finance, legal/compliance) to gather information for investor communications and requests
• Conduct research to identify prospective investors and maintain target lists and pipeline trackers
• Draft outreach materials (including emails and follow-ups) and support execution of outreach calendars and contact cadence
• Track and organize investor interactions, feedback, and follow-up items to support ongoing fundraising efforts

Qualifications

• High standards of professionalism, integrity, honesty, and reliability
• Highly organized, ability to multi-task, manages time and deadlines well, and is self-motivated
• Bachelor’s degree required
• At least 3 years of experience working for an investment manager in a reporting, Investor Relations or investor servicing capacity or investment bank or asset management platform
• Excellent quantitative, analytical, and problem-solving skills
• Advanced knowledge of finance, and the Microsoft Office suite with expertise in excel required
• Knowledge of insurance capital markets preferred
• Strong interpersonal skills
• Ability to be effective in a small organization (~40 people) with an entrepreneurial mindset, which includes having flexibility and interest in taking on a variety of tasks to support the Firm’s growth

Pay

Compensation commensurate with experience. Salary Range $100k-$200k