Client & Investor Solutions Associate

Social Capital Resources; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Social Capital Resources in New York is seeking an Associate to support its investor relations and business development functions. You will help prepare client-facing materials and coordinate investment-related information requests for institutional investors.

The role requires strong writing and research skills, detail orientation, and the ability to manage multiple requests with internal teams. Proficiency in Word, Excel, and PowerPoint is expected, with a Bachelor's degree and 1–3 years in

Qualifications

• Bachelor's degree required.
• 1–3 years of experience in asset management, financial services, investor relations, RFP/DDQ preparation, or a related field preferred.
• Strong writing, editing, research, and analytical skills.

Responsibilities

• Prepare and coordinate responses to investor inquiries, DDQs, RFPs, and other client information requests.
• Work with internal investment, operations, compliance, and business development teams to gather and validate information.
• Develop and maintain written content related to investment products, strategies, performance, and operational processes.
• Support the preparation of institutional client presentations and investment-related documentation.
• Maintain accurate information within internal databases, reporting platforms, and content management systems.
• Review investor communications for accuracy, completeness, consistency, and adherence to internal standards.
• Assist with consultant database updates and ongoing institutional investor reporting requirements.
• Track deadlines, coordinate deliverables, and manage multiple requests simultaneously.
• Identify opportunities to improve reporting processes, documentation, and information management.

Skills

Writing

Editing

Research

Analytical skills

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

An established investment management firm is seeking a motivated and detail-oriented Associate to support its investor relations and business development functions. This individual will help prepare client-facing materials, coordinate investment-related information requests, and ensure the accuracy and consistency of communications provided to institutional investors and other external stakeholders.

Responsibilities:

• Prepare and coordinate responses to investor inquiries, due diligence questionnaires (DDQs), requests for proposals (RFPs), and other client information requests.
• Work with internal investment, operations, compliance, and business development teams to gather and validate information.
• Develop and maintain written content related to investment products, strategies, performance, and operational processes.
• Support the preparation of institutional client presentations and investment-related documentation.
• Maintain accurate information within internal databases, reporting platforms, and content management systems.
• Review investor communications for accuracy, completeness, consistency, and adherence to internal standards.
• Assist with consultant database updates and ongoing institutional investor reporting requirements.
• Track deadlines, coordinate deliverables, and manage multiple requests simultaneously.
• Identify opportunities to improve reporting processes, documentation, and information management.

Qualifications:

• Bachelor's degree required.
• 1–3 years of experience in asset management, financial services, investor relations, RFP/DDQ preparation, or a related field preferred.
• Strong writing, editing, research, and analytical skills.
• Interest in investment products, financial markets, and institutional asset management.
• Excellent organizational skills and attention to detail.
• Ability to communicate effectively with internal teams and external stakeholders.
• Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint.
• Ability to work independently and manage competing priorities.