Senior Investor Relations and Marketing Associate, Private Equity

Atlantic Group

Connecticut

On-site

USD 140,000 - 175,000

Full time

14 days+
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Benefits offered by this job

Medical insurance
401(k)
Vision insurance

Job summary

A leading financial services firm in Connecticut is seeking a Senior Investor Relations and Marketing Associate. This role involves managing investor relations activities, preparing investor reports, and coordinating communications with multiple teams. Candidates should have 5-8 years of relevant experience in marketing or investor relations within the financial services sector. The position offers a competitive salary range and a full-time employment structure, alongside benefits such as medical insurance and a 401(k).

Qualifications

  • 5-8 years of experience in marketing, operations, client services or investor relations within financial services.

Responsibilities

  • Manage day-to-day Investor Relations activities.
  • Respond to routine investor and internal inquiries.
  • Prepare and distribute investor reporting.
  • Coordinate with Accounting on investor reports.

Skills

Experience in marketing
Investor relations knowledge
Client services experience

Job description

Senior Investor Relations and Marketing Associate, Private Equity

Base pay range: $140,000.00/yr - $175,000.00/yr

Firm: $10B+ Private Equity Fund

Role: Investor Relations & Marketing Senior Associate

Role Overview:

Manage day-to-day Investor Relations activities, including responding to routine investor and internal inquiries, escalating complex matters, and supporting IR and marketing content.

Key Responsibilities
  • Monitor IR inbox; respond to routine inquiries and escalate complex issues
  • Support investor meetings; complete DDQs, RFPs, and consultant requests
  • Prepare and distribute investor reporting, including weekly performance estimates and monthly/quarterly letters
  • Coordinate with Accounting on investor reports and internal CIO materials
  • Support investor onboarding, capital calls, and administrator coordination
  • Manage and update investor, consultant, and CRM databases
  • Maintain and distribute marketing and investor materials; coordinate content across digital, website, email, and events
  • Collaborate with investment, compliance, sales, and research teams to ensure accuracy and consistency
  • Analyze marketing engagement metrics to support sales efforts
  • Support conferences and virtual/live events, including materials and logistics
Requirements
  • 5-8 years of experience in marketing, operations, client services or investor relations within financial services.

Seniority level: Associate

Employment type: Full-time

Job function: Accounting/Auditing, Consulting, and Finance

Industries: Accounting, Financial Services, and Venture Capital and Private Equity Principals

Medical insurance, 401(k), Vision insurance.

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