Investor Relations Associate - NYC Metro
A boutique investment firm with around $10 billion in AUM is seeking an Investor Relations Associate. Based in the New York metro area, this individual will collaborate closely with senior IR professionals and contribute to a range of client-facing and operational initiatives. The ideal candidate will bring strong analytical skills, attention to detail, and a genuine interest in client service and alternative investments. This role offers a clear path toward a future sales or relationship management position, with opportunities to take ownership of select accounts and support business development efforts.
Key Responsibilities
- Marketing Collateral Management: Maintain and update fund marketing materials, including presentations, fact sheets, and sales documents.
- DDQs and RFPs: Own and manage the firm's Q&A platform, ensuring accuracy and completeness of responses to client questionnaires and ad hoc requests.
- Investor Roadshows: Support planning and execution of investor meetings across regions, including scheduling, logistics, follow-ups, and participation.
- CRM Oversight: Manage the CRM database to ensure clean data, track client activity, and generate reports. Analyze meeting notes to identify trends and propose action items.
Key Qualifications
- Minimum 3 years of experience in client service or investor relations within investment management; exposure to alternative strategies preferred.
- Highly reliable and proactive, with the ability to anticipate team and client needs.
- Strong communication and interpersonal skills, with comfort engaging diverse stakeholders.
- Ability to work independently and adapt to changing priorities with minimal oversight.
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