Executive Assistant, IR

Solomon Page; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

Solomon Page’s client, a private investment firm, seeks an organized Investor Relations Associate to support senior professionals, investors, prospective investors and internal teams in day-to-day coordination and materials preparation.

The role emphasizes maintaining accurate CRM data, preparing communications, and updating investor presentations, with high attention to detail. Strong MS Office and CRM experience preferred, with 1–2 years in finance or IR. Based in New York.

Qualifications

• Bachelor's degree and experience in finance, investor relations, real estate, asset management, or related field.
• 1-2 years of related experience.
• Strong organizational skills and the ability to manage multiple tasks and deadlines.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Proficiency with Microsoft Office, including PowerPoint and Excel.
• Experience using a CRM system is preferred.

Responsibilities

• Keep investor and prospect information accurate and up to date in the CRM.
• Research potential investors and maintain outreach lists.
• Prepare emails, follow-ups, and other communications for senior team members.
• Update and customize investor presentations and marketing materials as needed.
• Coordinate calendars and meetings with investors and other external contacts.
• Arrange travel, meeting locations, conference participation, and other event logistics.
• Prepare agendas, meeting materials, and briefing documents.
• Coordinate follow-up after investor meetings and track outstanding items.
• Work with outside vendors and partners to support meetings and events.
• Gather information from internal teams to help respond to investor questions and due diligence requests.
• Assist with regular investor reporting and related communications.
• Provide general administrative and project support to the Investor Relations team.
• Manage multiple priorities and deadlines while anticipating potential scheduling or logistical issues.

Skills

Organizational skills

Communication skills

Attention to detail

Multitasking

Education

Bachelor's degree

Tools

CRM software

PowerPoint

Excel

Job description

Our client, a privately held investment firm, is seeking an organized and highly polished Investor Relations Associate to join their team. This person will work closely with senior professionals, investors, prospective investors, and internal teams. The Investor Analyst will serve as a key resource for meeting preparation, communications, materials, and day-to-day coordination.

• Salary: $100-120k + B

Responsibilities

• Keep investor and prospect information accurate and up to date in the CRM.
• Research potential investors and maintain outreach lists.
• Prepare emails, follow-ups, and other communications for senior team members.
• Update and customize investor presentations and marketing materials as needed.
• Coordinate calendars and meetings with investors and other external contacts.
• Arrange travel, meeting locations, conference participation, and other event logistics.
• Prepare agendas, meeting materials, and briefing documents.
• Coordinate follow-up after investor meetings and track outstanding items.
• Work with outside vendors and partners to support meetings and events.
• Gather information from internal teams to help respond to investor questions and due diligence requests.
• Assist with regular investor reporting and related communications.
• Provide general administrative and project support to the Investor Relations team.
• Manage multiple priorities and deadlines while anticipating potential scheduling or logistical issues.

Required Qualifications

• Bachelor's degree and relevant experience in finance, investor relations, real estate, asset management, or a related field.
• 1-2 years of related experience
• Strong organizational skills and the ability to manage multiple tasks and deadlines.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Proficiency with Microsoft Office, including PowerPoint and Excel.
• Experience using a CRM system is preferred.

The Solomon Page Distinction

Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve.

About Solomon Page

Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.

Opportunity Awaits.