Investor Relations Associate

3 days ago


New York NY United States Glocap Full time

Our client, an investment advisor in Midtown, is seeking an Investor Relations Associate.


Job Details

Position: Investor Relations Associate

Location: New York, NY (Midtown)

Compensation: $150K-$225K total compensation, plus daily lunch and robust benefits


Responsibilities of the Investor Relations Associate:

Work with the Director of Investor Relations to provide high-caliber service to investors and prospective investors through the following tasks:

  • Updating investor materials on an ongoing basis, which involves working closely with internal teams to ensure accuracy and compliance of materials
  • Liaising with investors and internal teams to ensure smooth processing of capital transactions, including subscriptions, redemptions, and transfers
  • Serving as a key point of contact for investors, fund administrators, and other key business stakeholders
  • Scheduling and providing logistical support for calls and meetings
  • Creating prep materials for investment team ahead of meetings and conferences
  • Maintaining the firm’s relationship management database
  • Addressing investor questions and follow up on open items as needed


Requirements of the Investor Relations Associate:

  • Bachelor’s degree required, preferably in Finance, Business Administration, Accounting, or a related field
  • 4-6 years of relevant experience
  • Prior experience working for a financial institution in a client service, investor relations, or allocator capacity is preferred
  • Proficiency with Excel, PowerPoint, and CRM systems preferred
  • Superb written and oral communication skills are critical for this role
  • Professionalism, strong attention to detail, and discretion are essential qualities
  • Team player with a collaborative mindset
  • Comfortable using various tech platforms (examples: Microsoft suite and Confluence is a plus)


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