Investor Relations Assistant

Frazer Jones; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Frazer Jones is seeking a highly organized Investor Relations Assistant to support a fast-paced IR and Business Development team in New York. This role coordinates calendars, travel, expense reports, and prepares investor materials.

The ideal candidate has 2-5 years of experience in financial services, strong communication skills, and proficiency with MS Office and CRM systems, in a high-touch environment.

Qualifications

• Bachelor's degree preferred.
• 2-5 years of experience supporting Investor Relations, Business Development, Client Relations, Sales, or Investment teams in financial services.
• Strong calendar management and travel coordination experience.
• Experience processing expense reports and administrative workflows.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word).
• Experience using Salesforce or other CRM is a plus.

Responsibilities

• Manage complex calendars across multiple stakeholders, scheduling internal and external meetings.
• Coordinate domestic and international travel arrangements, including flights, hotels, ground transportation, and detailed itineraries.
• Process and reconcile expense reports in a timely manner.
• Assist with preparing meeting materials, presentations, and investor-facing documentation.
• Coordinate conference registrations, roadshows, and investor events.
• Maintain CRM and investor databases, ensuring information remains accurate and up to date.
• Track meeting activity and support follow-up communications with investors and prospects.
• Handle incoming inquiries and act as a key point of coordination for the Investor Relations and Business Development teams.
• Support ad hoc projects and administrative initiatives as needed.

Skills

Calendar management

Travel coordination

Expense reporting

Meeting materials

Communication

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Outlook

Excel

PowerPoint

Salesforce

Job description

Overview

Our client is seeking a highly organized and proactive Investor Relations Assistant to support a fast-paced Investor Relations and Business Development team. This role will be responsible for coordinating daily administrative operations, managing complex scheduling, and ensuring seamless support for client-facing professionals. The ideal candidate will have 2-3 years of experience supporting an Investor Relations, Business Development, or Sales team within financial services.

Key Responsibilities

• Manage complex calendars across multiple stakeholders, scheduling internal and external meetings.
• Coordinate domestic and international travel arrangements, including flights, hotels, ground transportation, and detailed itineraries.
• Process and reconcile expense reports in a timely manner.
• Assist with preparing meeting materials, presentations, and investor-facing documentation.
• Coordinate conference registrations, roadshows, and investor events.
• Maintain CRM and investor databases, ensuring information remains accurate and up to date.
• Track meeting activity and support follow-up communications with investors and prospects.
• Handle incoming inquiries and act as a key point of coordination for the Investor Relations and Business Development teams.
• Support ad hoc projects and administrative initiatives as needed.

Qualifications

• Bachelor's degree preferred.
• 2-5 years of experience supporting an Investor Relations, Business Development, Client Relations, Sales, or Investment team within financial services.
• Strong calendar management and travel coordination experience.
• Experience processing expense reports and managing administrative workflows.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite, including Outlook, Excel, PowerPoint, and Word.
• Experience using CRM platforms such as Salesforce is a plus.
• Ability to thrive in a fast-paced, high-touch professional environment.