Job Description

Job Description

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

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• Maintain and update investor records, contact details, and activity logs in the firm’s CRM system (Dynamo), ensuring accuracy and consistency.
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• Track all investor interactions, requests, and key deadlines to support effective relationship management.
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Due Diligence (DDQs) & RFPs

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• Assist in completing standard due diligence questionnaires and requests for proposals.
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• Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments.
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• Maintain the RFP response library and templates to ensure up-to-date, high-quality materials.
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Email Inbox Management

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• Monitor the general Investor Relations email inbox and triage incoming messages.
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• Draft and send timely, accurate, and professional responses to routine investor inquiries.
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• Log all relevant correspondence and follow-ups in the CRM.
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Investor Transfers & Wire Instruction Updates

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• Support the administrative process for investor transfers and wire updates.
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• Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.
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Meetings, Events & Presentation Support

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• Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.
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• Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events.
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Qualifications:

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• Bachelor's degree in Finance, Business, Communications, or a related field.
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• 3–5 years of relevant experience in investor relations, client services, RFP writing, or financial operations.
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• Knowledge of asset management, private equity, or alternative investments is preferred.
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• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus.
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• Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.
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