Investor Relations Assistant

Dartmouth Partners; New York (NY); On-site; USD 90,000 - 110,000; Full time

Job summary

A New York-based private equity firm is seeking an Investor Relations Assistant/Coordinator to join their team. This entry-level position offers mentorship from senior leaders and the opportunity to grow into strategic roles. The ideal candidate will have 1-2 years of relevant experience, strong communication skills, and a passion for healthcare. Responsibilities include managing investor communications, coordinating events, and supporting operational tasks in a collaborative environment.

Benefits

Mentorship from Senior Leaders

Clear Career Path

Hands-on Learning in Private Equity

Collaborative Culture

Visible Impact on Investor Relationships

Qualifications

• 1–2 years of experience in investor relations, finance, consulting, accounting, or healthcare.
• Strong attention to detail and clear communication skills.

Responsibilities

• Manage investor inquiries and prepare quarterly reports.
• Schedule investor meetings and coordinate logistics.
• Execute projects and support day-to-day IR operations.

Skills

Attention to Detail

Communication

Organizational Skills

Team Collaboration

Proactivity

Tools

Excel

PowerPoint

CRM Systems

Job description

Investor Relations Assistant / Coordinator

Location: New York, NY (In-Person, 5 Days/Week)

Experience Level: Entry-Level (1–2 Years)

Compensation: Approx. $90,000–$110,000 (Base + Bonus, DOE)

About the Firm

This firm is a New York-based private equity firm focused on building leading healthcare businesses. With a team of 25–30 professionals, they combine deep sector expertise with a hands-on, partnership-driven approach. Their collaborative, entrepreneurial culture offers team members the chance to contribute meaningfully and grow quickly. There, you’ll work alongside experienced investors passionate about transforming healthcare - and mentoring the next generation of talent.

Position Overview

They’re seeking a motivated, detail-oriented IR Assistant / Coordinator to join our Investor Relations team. This junior-level role is ideal for candidates with 1–2 years of experience in finance, communications, or healthcare who are eager to grow into a long-term IR career. You’ll work directly with two senior leaders, gaining mentorship and exposure to strategic work in a high-impact, tight-knit team.

Investor Communications & Reporting

• Manage and respond to investor inquiries, ensuring timely, accurate, and professional communication.
• Assist with preparing quarterly reports, investor updates, and presentation materials for meetings.
• Support the creation of press releases and FAQs; gradually take first pass at reporting drafts.

CRM & Data Management

• Maintain the investor CRM with accurate, detailed records and relationship tracking notes.
• Monitor investor engagement and activity to support targeted outreach and follow-up efforts.

Event & Meeting Coordination

• Schedule and coordinate investor meetings, roadshows, and firm-hosted events throughout the year.
• Handle logistics, prepare materials, and manage follow-up to ensure smooth execution.

Project & Operational Support

• Execute projects from start to finish, demonstrating initiative and ownership.
• Support day-to-day IR operations and monitor industry trends to inform messaging.

Team Collaboration & Growth

• Work closely with senior IR leaders, gaining mentorship and exposure to strategic work.
• Contribute to a lean, high-performing team where your input and ideas are valued.
• Take on more strategic responsibilities over time as you grow within the role.

Ideal Candidate Profile

• 1–2 years of experience in investor relations, finance, consulting, accounting, or healthcare-related roles.
• Backgrounds from fund placement agents, Big 4 firms, investment banking, or private funds are valued.
• Strong attention to detail, clear communication skills, and excellent organizational habits.
• Comfortable working in a fast-paced, lean environment with high expectations and shifting priorities.
• Proficient in Excel and PowerPoint; experience with CRM systems or investor databases is a plus.
• A collaborative team player who is intellectually curious, proactive, and passionate about healthcare.

Why Join?

• Mentorship: Direct access to senior IR leaders who are committed to your long-term development.
• Career Path: A clear trajectory to grow into more strategic IR roles as you gain experience.
• Exposure: Hands-on learning in private equity and healthcare investing, with visibility into firm strategy.
• Culture: Collaborative, high-performing, and mission-driven team where your voice is heard and valued.
• Impact: Your work will be visible, meaningful, and contribute directly to the firm’s investor relationships.