Capital Introduction & Investor Relations Associate

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services firm based in New York is seeking a Capital Introduction Associate to support fundraising efforts and investor relations. The role involves researching potential investors, managing the investor pipeline, and preparing materials for client interactions. Ideal candidates will have a Bachelor’s degree, strong research and organizational skills, and experience with CRM systems like Salesforce. This position offers a competitive salary and opportunities for growth in a dynamic environment.

Qualifications

• Understanding of private markets, hedge funds, private equity, or asset management processes.
• Ability to manage multiple priorities in a fast-paced environment.
• Interest in investor relations and capital raising.

Responsibilities

• Research and identify potential investors.
• Assist in managing the investor pipeline with CRM systems.
• Support preparation of investor-facing materials and presentations.
• Coordinate investor meetings and virtual events.
• Track fundraising activities and provide regular reporting.
• Collaborate with investment teams for investor insights.
• Ensure compliance with regulatory policies.

Skills

Research skills

Analytical skills

Organizational skills

Communication skills

CRM platform experience

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Salesforce

Microsoft Office (Excel, PowerPoint)

Job description

A financial services firm based in New York is seeking a Capital Introduction Associate to support fundraising efforts and investor relations. The role involves researching potential investors, managing the investor pipeline, and preparing materials for client interactions. Ideal candidates will have a Bachelor’s degree, strong research and organizational skills, and experience with CRM systems like Salesforce. This position offers a competitive salary and opportunities for growth in a dynamic environment.