Investor Relations Analyst

Addition Management LLC; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

Addition Management LLC in New York seeks a Junior Investor Relations Associate to support CRM maintenance, investor communications, and presentation preparation. You will manage investor records in Dynamo, track interactions, and assist with RFPs and due diligence while coordinating with Legal, Compliance, Marketing, and Investments teams.

Ideal candidates hold a Bachelor's in Finance/Business/Communications with 3–5 years in investor relations or related fields, strong MS Office skills, and

Qualifications

• Bachelor's degree in Finance, Business, or Communications.
• 3–5 years in investor relations or related field.
• Strong MS Office and CRM familiarity.

Responsibilities

• Maintain and update investor records, contact details, and activity logs in the firm's CRM system (Dynamo).
• Track investor interactions, requests, and key deadlines for effective relationship management.
• Assist with due diligence questionnaires and RFPs; coordinate responses with Legal, Compliance, Marketing, and Investments.
• Maintain the RFP response library and templates to ensure up-to-date materials.
• Monitor investor emails, respond professionally, log correspondence, and support transfers and wire updates.
• Prepare investor presentations and roadshows using PowerPoint and Excel; coordinate logistics for meetings and events.

Skills

CRM systems

Microsoft Office

Organizational skills

Time management

Education

Bachelor's degree in Finance/Business/Communications

Tools

CRM tools (Dynamo)

Job description

Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team!

Key Responsibilities:

CRM Management

• Maintain and update investor records, contact details, and activity logs in the firm's CRM system (Dynamo), ensuring accuracy and consistency.
• Track all investor interactions, requests, and key deadlines to support effective relationship management.
• Assist in completing standard due diligence questionnaires and requests for proposals.
• Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments.
• Maintain the RFP response library and templates to ensure up-to-date, high-quality materials.

Email Inbox Management

• Monitor the general Investor Relations email inbox and triage incoming messages.
• Draft and send timely, accurate, and professional responses to routine investor inquiries.
• Log all relevant correspondence and follow-ups in the CRM.
• Support the administrative process for investor transfers and wire updates.
• Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.

Meetings, Events & Presentation Support

• Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.
• Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events.

Qualifications:

• Bachelor's degree in Finance, Business, Communications, or a related field.
• 3-5 years of relevant experience in investor relations, client services, RFP writing, or financial operations.
• Knowledge of asset management, private equity, or alternative investments is preferred.
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus.
• Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.