Investor Relations Assistant

Addition Management LLC; New York (NY); On-site; USD 65,000 - 100,000; Full time

Job summary

Addition Management LLC in New York is seeking an Investor Relations Assistant to support investor transfers, wire updates, and documentation coordination with Legal and Compliance.

You will manage the IR inbox, draft responses, log correspondence in CRM, maintain Dynamo records, support meetings and presentations in PowerPoint and Excel, and collaborate across Legal, Compliance, Marketing, and Investments. This is a dedicated client service path with growth into leadership.

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; familiarity with CRM tools a plus.

Responsibilities

• Support the administrative process for investor transfers and wire updates.
• Coordinate documentation collection with internal stakeholders, including Legal and Compliance.
• Monitor the general Investor Relations email inbox and triage incoming messages.
• Draft and send timely, accurate, and professional responses to routine investor inquiries and log correspondence in the CRM.
• Maintain and update investor records in the Dynamo CRM and track key deadlines.

Skills

Investor relations

Client services

RFP writing

Financial operations

Microsoft Office

Education

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

Tools

Dynamo CRM

PowerPoint

Excel

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.