Job Description
Job Description
A well-established, global investment management firm is seeking an Investor Relations Coordinator to join its New York–based team. This role supports a small, senior Investor Relations group and plays a key part in investor communications, marketing materials, and day-to-day client servicing.
The ideal candidate is highly organized, detail-oriented, and comfortable interfacing with internal teams, external investors, and senior leadership in a fast-paced financial services environment.
Key Responsibilities:
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Gather, organize, and maintain client and prospect information within the firm's CRM system
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Support investor onboarding, inquiries, and ongoing requests, partnering closely with the Investor Relations team and internal stakeholders to ensure accuracy and consistency
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Assist in the creation, updating, and maintenance of marketing and investor materials, including presentations, quarterly letters, and other communications
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Coordinate the preparation and distribution of weekly, monthly, and quarterly performance reports
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Liaise with fund administrators on day-to-day requests and capital activity inquiries
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Coordinate travel arrangements, schedule meetings, and manage calendars for the Investor Relations team
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Manage incoming calls for the Investor Relations function, exercising sound judgment and professionalism when escalating matters
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Provide additional administrative and operational support to the Investor Relations team as needed
Qualifications:
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Bachelor's degree required
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5+ years of professional experience, including at least 2 years within Investor Relations or a related role in financial services
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Excellent written and verbal communication skills
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Advanced proficiency in Microsoft Office, particularly PowerPoint and Excel; experience with Canva a plus
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Strong organizational skills with exceptional attention to detail
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Ability to manage multiple priorities and adapt in a fast-paced, deadline-driven environment
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Collaborative, proactive, and comfortable working with senior stakeholders
What They Offer:
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135k - 150k base + discretionary bonus, depending on experience
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Comprehensive benefits package, including employer-sponsored healthcare coverage
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401(k) with profit-sharing component
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Access to on-site amenities and resources
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Hybrid work schedule
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Opportunity to join a stable, high-performing investment platform with long-term growth potential