Investor Relations Assistant

Addition Management; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

Addition Management LLC in New York seeks a Junior Investor Relations Associate to support investor relations activities. You will maintain investor records, manage the IR inbox, and help with RFPs and due diligence while coordinating with Legal, Compliance, Marketing, and Investments teams.

The role also involves creating presentations and materials in PowerPoint/Excel for meetings, roadshows, and internal reporting, with emphasis on accuracy and timely responsiveness.

Qualifications

• Bachelor's degree in Finance, Business, Communications, or related field.
• 3–5 years of investor relations, client services, RFP writing, or financial operations.
• Knowledge of asset management, private equity, or alt investments preferred.
• MS Office expert; familiarity with CRM tools a plus.
• Excellent organizational and time management abilities; multi-priority environment.

Responsibilities

• CRM Management: Maintain investor records, contact details, and activity logs.
• Email Inbox Management: Triage messages and draft professional responses.
• Meetings, Events & Presentation Support: Prepare materials in PowerPoint/Excel.
• Cross-functional coordination: Work with Legal, Compliance, Marketing, Investments.

Skills

CRM proficiency

Microsoft Office

PowerPoint

Communication

Education

Bachelor's degree in Finance

Tools

CRM systems

Job description

Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team!

Key Responsibilities:

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.

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.


• Support the administrative process for investor transfers and wire updates.


• Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.

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.

Qualifications:

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


• 3–5 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.


• Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.