Investor Relations and Sales Associate (High Net Worth)
Firm Overview:
A leading global private investment firm, operating across multiple asset classes, including Private Equity, Growth & Venture, Capital Solutions, Credit, and Real Assets. With a global footprint spanning dozens of offices across multiple continents, the firm is known for its long-term partnership approach, integrated investment platform, and collaborative culture. Employees are encouraged to take ownership of their careers and contribute meaningfully to business outcomes. The organization emphasizes intellectual curiosity, collaboration, and a principal-investor mindset at every level.
Position Overview:
The Investor Relations team is seeking a full-time Analyst / Associate to support fundraising, prospect development, and relationship management initiatives. This role partners closely with senior Investor Relations Coverage Officers and plays a critical role in preparing for investor meetings, conducting in-depth prospect analysis, and maintaining a strong and actionable pipeline of potential investors. The Analyst / Associate will act as a key project manager for assigned funds and territories, ensuring accuracy, organization, and timely execution across all investor-related activities.
Key Responsibilities:
- Serve as HNW investor relations lead for funds, supporting fundraising and client management
- Build and track investor pipelines by region/type; manage CRM (Salesforce) and reporting
- Support fund launches, investor outreach, and maintain fundraising records and communications
- Assist with diligence, research, and preparation of investor-facing materials
- Deliver ad hoc reporting and analysis using CRM and client data
Qualifications:
- Bachelor's degree from a highly regarded institution
- 1-2 years of experience in asset management, consulting, or financial services-related marketing or investor support roles
- Advanced Excel and PowerPoint capabilities (including VLOOKUPs, pivot tables, and data manipulation)
- Series 7 and 63 licenses (or willingness to obtain within the first 90 days of employment)
Compensation:
- Expected annual base salary: $70,000 - $100,000, commensurate with experience
- Additional compensation may include bonus and benefits, subject to firm policies
FAQs
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