Investor Relations Associate
We are partnered with a leading investment management firm seeking an Investor Relations Associate to join their team. This individual will be instrumental in supporting the firm's capital formation and investor engagement efforts, helping to manage relationships with a diverse base of institutional and private investors.
Investor Relations Associate Key Responsibilities
- Serve as a primary point of contact for investors, responding to inquiries and providing timely, accurate information.
- Prepare and distribute reports on financial performance, fund activity, and other relevant data.
- Maintain organized documentation of investor transactions, agreements, and compliance-related materials.
- Collaborate closely with senior leadership, the investment team, and cross-functional groups including operations, marketing, and management to ensure alignment and execution.
- Work with internal teams-finance, legal, and compliance-to support smooth operations and regulatory adherence.
- Assist in planning and executing investor meetings, conferences, and events to foster strong relationships and provide updates on firm activities.
- Utilize CRM platforms to manage investor databases, track communications, and generate reports.
- Conduct analysis on market trends, investor behavior, and other factors influencing investor engagement and strategy.
Investor Relations Associate Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Minimum of 2 years of experience in investor relations, venture capital, fintech, or a related role within an investment management firm.
- Strong understanding of financial markets and investment principles.
- Proficiency in Microsoft Excel, PowerPoint, and CRM platforms.
- Exceptional organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced, entrepreneurial environment.
If you're interested, please apply!
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