Position: Investor Relations Associate
Location: Downtown NYC (Hybrid)
Salary: $120K – $140k + Bonus
Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team !
Key Responsibilities:
CRM Management
- Maintain and update investor records, contact details, and activity logs in the firm’s CRM system (Dynamo), ensuring accuracy and consistency.
- Track all investor interactions, requests, and key deadlines to support effective relationship management.
Due Diligence (DDQs) & RFPs
- Assist in completing standard due diligence questionnaires and requests for proposals.
- Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments.
- Maintain the RFP response library and templates to ensure up-to-date, high-quality materials.
Email Inbox Management
- Monitor the general Investor Relations email inbox and triage incoming messages.
- Draft and send timely, accurate, and professional responses to routine investor inquiries.
- Log all relevant correspondence and follow-ups in the CRM.
Investor Transfers & Wire Instruction Updates
- Support the administrative process for investor transfers and wire updates.
- Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.
Meetings, Events & Presentation Support
- Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.
- Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events.
Qualifications:
- Bachelor's degree in Finance, Business, Communications, or a related field.
- 3–5 years of relevant experience in investor relations, client services, RFP writing, or financial operations.
- Knowledge of asset management, private equity, or alternative investments is preferred.
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus.
- Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.
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