Investor Relations Assistant

Addition Management; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

Addition Management in New York, NY is seeking an Investor Relations Assistant to join our private equity team. The role focuses on supporting investor transfers, wire updates, email inbox management, CRM maintenance, and coordination of DDQs/RFPs to ensure timely, accurate responses.

The position involves cross-functional collaboration with Legal, Compliance, Marketing, and Investments, and a clear career path within Client Service.

Qualifications

• Bachelor's degree in Finance, Business, Communications, or related field.
• At least 3 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); CRM familiarity is a plus.

Responsibilities

• Support investor transfers and wire instruction updates.
• Coordinate documentation collection and input with Legal and Compliance.
• Monitor the investor relations email inbox and respond to inquiries.
• Log correspondence and follow-ups in the CRM.
• Assist in completing due diligence questionnaires and proposals (RFPs).
• Prepare investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.
• Collaborate with Legal, Compliance, Fund Accounting, and Investments cross-functionally.

Skills

Investor Relations

CRM

PowerPoint

Excel

Education

Bachelor's degree in Finance/Business

Tools

Dynamo CRM

Job description

Position: Investor Relations Assistant

Location: New York, NY

Salary: $150K – $200K + Bonus

Prestigious Private Equity firm seeks an Investor Relations Assistant to join their Team!

Responsibilities

Investor Transfers & Wire Instruction Updates

• Support the administrative process for investor transfers and wire updates.
• Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.

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.

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.

Due Diligence (DDQs) & RFPs

• 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.
• Ensure submissions meet formatting, branding, and quality standards and are delivered on time.

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.

Internal Collaboration

• Work cross-functionally with teams across the firm including Legal, Compliance, Fund Accounting, and Investments, to ensure a coordinated and responsive approach to investor needs.

Long-term career within Client Service

• This is a dedicated Client Service career path. Professional growth is focused on expanding responsibilities, expertise, and leadership within the client service function.

Qualifications

• Bachelor's degree in Finance, Business, Communications, or a related field.
• At least 3 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.