Investor Relations Assistant

Addition Management; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Addition Management seeks an Investor Relations Assistant to support administrative processes for investor transfers, wire updates, and documentation collection with Legal and Compliance. You will triage emails, draft responses, and log correspondence in the CRM.

You will maintain investor records in Dynamo, track deadlines, assist with due diligence questionnaires, coordinate with Legal, Compliance, Marketing and Investments, and help prepare investor presentations and meetings.

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; familiarity with CRM tools is a plus.

Responsibilities

• Support administrative process for investor transfers and wire updates.
• Coordinate documentation collection, verification, and input with Legal and Compliance.
• Monitor the investor relations email inbox and triage inquiries; draft responses.
• Log correspondence and follow-ups in the CRM; maintain accurate records.
• Maintain investor records and activity logs in Dynamo; track deadlines.
• Assist with due diligence questionnaires and requests for proposals; coordinate responses across teams.
• Prepare and update investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.

Skills

MS Office

PowerPoint

Excel

CRM tools

Communication

Education

Bachelor's degree in Finance, Business, Communications, or related field

Tools

Dynamo CRM

Job description

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

Responsibilities

• 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.
• 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.