Investor Relations Administrative Specialist

BCL Search; New York (NY); On-site; USD 113,000 - 138,000; Full time

Benefits offered by this job

Fully paid benefits

401(k) match

Additional perks

Job summary

BCL Search client, a growing private equity firm in New York, seeks a polished IR Assistant to support its Investor Relations team, including three Managing Directors and one to two Associates. This role combines day-to-day administrative excellence with exposure to fundraising initiatives and investor communications.

You will manage complex calendars, coordinate meetings, maintain Salesforce records, track investor pipelines, prepare materials, and coordinate travel.

Qualifications

• :2+ years in administrative/IR or sales support in corporate setting.
• :Experience in private equity, investment management, or financial services preferred.
• :Experience with Salesforce or similar CRM; data entry and activity tracking.

Responsibilities

• Provide administrative support to 3 Managing Directors and 1–2 Associates on the Investor Relations team
• Manage complex calendars, coordinate internal and external meetings, and prioritize conflicting appointments
• Maintain Salesforce investor contacts, meeting notes, biographies, activity records, and other relevant information
• Assist with tracking fundraising activity, investor pipelines, prospective opportunities, and ongoing relationship management
• Monitor outstanding action items and follow-ups, ensuring important deadlines, communications, and next steps are tracked
• Support the IR team throughout the fundraising lifecycle by maintaining accurate data, organizing information, and coordinating related projects
• Assist with preparing, organizing, and maintaining investor materials, meeting documents, reports, and other relevant information
• Coordinate conference calls, prepare meeting materials, and arrange conference room logistics
• Arrange domestic and international travel, including flights, hotels, ground transportation, and reservations
• Prepare and process monthly travel and expense reports
• Assist with investor meetings, firm events, and other team-related initiatives
• Work closely with the broader team to improve administrative processes, CRM organization, and overall operational efficiency
• Handle confidential investor, financial, and company information with the highest level of discretion
• Provide additional administrative and project support as needed

Skills

Calendar management

CRM management

Sales lifecycle

Executive support

Education

Bachelor's Degree

Tools

Salesforce

Job description

BCL Search client, a growing private equity firm in New York, seeks a polished IR Assistant to support its Investor Relations team, including three Managing Directors and one to two Associates. This role combines day-to-day administrative excellence with exposure to fundraising initiatives and investor communications.

You will manage complex calendars, coordinate meetings, maintain Salesforce records, track investor pipelines, prepare materials, and coordinate travel.