Investor Relations Assistant — Client Service Growth Path

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

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.