Investor Relations Associate

1 week ago

Santa Monica CA United States Career Group Full time

We are a dynamic and forward-thinking venture capital/finance firm with a global presence, dedicated to delivering exceptional value and service to our clients. We pride ourselves on a relationship-centric mindset, viewing our investors as strategic partners who are the beating heart of our ecosystem. Our firm is committed to innovation and constantly evolving to meet the demands of our clients and the global market.


About the Role

The IR Associate role is a unique blend of strategic project management and investor relations, working closely with a Partner who leads our Asia-focused investment division. This position demands a proactive and highly organized professional who excels in a fast-paced environment and can seamlessly balance the responsibilities of supporting high-priority projects and managing client relationships. You’ll play a pivotal role in ensuring that key initiatives and operational goals are met efficiently, while also supporting investor relations activities to foster and strengthen client partnerships.


Key Responsibilities

  • Strategic Collaboration: Work alongside investment, marketing, and operations teams to devise and execute initiatives that contribute to the firm’s success and expansion. Act as a trusted advisor to the Partner, ensuring strategic alignment across projects.
  • Schedule Management and Prioritization: Act as the primary liaison to manage the Partner’s complex schedule, ensuring their involvement is strategic and timely. Prioritize tasks and keep all stakeholders updated with relevant information and timelines.
  • Project Oversight: Lead and oversee projects from inception to completion, ensuring high standards and adherence to deadlines. Develop and implement systems to streamline workflows and maintain continuous communication within teams.
  • Investor Relations and Client Support: Support existing client relationships and aid in onboarding new investors. Engage with prospective investors across the allocator universe, track and strategically manage these relationships, and deliver exceptional client service to current partners.
  • Document and Material Preparation: Craft, edit, and prepare essential presentations, investment documents, and marketing materials, including investment memos, marketing presentations, tear sheets, and data rooms. Gather and prepare information for meetings involving clients, hedge fund managers, and external partners.
  • Event Planning: Assist in planning and executing firm events and conferences aimed at strengthening relationships and generating new contacts. Ensure event objectives align with the firm’s strategic vision and are executed with excellence.
  • Special Projects: Support the creation and design of complex documents, reports, and presentations for meetings with internal teams and outside parties. Manage correspondence, maintain contact lists, and assist with organizing information for various initiatives.
  • Cross-Departmental Collaboration: Work closely with the executive team and other departments to ensure client relations functions are fully supported and aligned with the firm’s strategic goals. Assist with planning high-level strategy sessions, event preparation, and other collaborative efforts.


Qualifications and Experience

  • Educational Background: Bachelor’s degree in Finance, Business Administration, or a related discipline required.
  • Professional Experience: Minimum of 2+ years of relevant experience, ideally within asset management, venture capital, or private equity, with a proven ability to manage high-stakes projects and relationships effectively.


Skills and Attributes:

  • Proactive, detail-oriented, and organized, with a natural inclination for relationship-building and a high level of integrity.
  • Strong analytical skills and an ability to communicate effectively with stakeholders across various levels.
  • Demonstrated independence, able to manage multiple responsibilities efficiently in high-pressure environments.
  • Proficiency in the Microsoft Office Suite and familiarity with CRM tools is an advantage.


Benefits and Perks

  • Competitive base salary and top-tier medical benefits
  • Generous 401K matching
  • Opportunity to work at the intersection of strategic project management and investor relations in a fast-growing, innovative firm
  • Career growth within a supportive, high-energy, and collaborative team

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