Investor Relations Associate

High Country: Private Equity Search; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

A Denver-based, multi-billion dollar investment management firm is seeking an Investor Relations Associate to join its team. This early-career role blends investor relations, operations, data management, and client service to support fundraising initiatives and investor reporting.

You will help with CRM management, onboarding, AML/KYC, and the preparation of investor materials and presentations, collaborating with senior leadership and external service providers.

Qualifications

• 1–4 years in investor relations, fund administration, or related financial services.
• Strong attention to detail with sensitive financial information.
• Advanced Excel and CRM/investor reporting experience required.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as primary contact for routine investor inquiries.
• Support onboarding, AML/KYC, and ongoing account maintenance.
• Create investor communications, campaigns, and presentation materials.
• Produce investor materials using research, data, and visuals.

Skills

Investor relations

CRM systems

Advanced Excel

Data analysis

Communication

Education

Bachelor's degree in Finance/Business/Economics

Tools

Salesforce

HubSpot

Dynamo

Juniper Square

Wealthblock

Job description

Our client is a well-established and quickly growing multi-billion dollar investment management firm based in Denver, and is seeking an Investor Relations Associate to join its team. This is an excellent opportunity for an early-career finance professional who enjoys working at the intersection of investor relations, operations, data management, and client service.

This individual will play a key role in supporting fundraising initiatives, investor reporting, CRM management, and fund operations while partnering closely with senior leadership and third-party service providers. The position offers significant visibility across the business and the opportunity to help build scalable processes within a fast-growing organization.

Investor Relations

• Serve as a primary point of contact for routine investor inquiries.
• Support investor onboarding, subscription documentation, AML/KYC processes, and ongoing account maintenance.
• Assist with investor communications, fundraising materials, targeted email campaigns, and presentation development.
• Help produce investor marketing materials using research, financial data, and compelling visualizations.

Investor Data & CRM

• Own and maintain investor records across CRM and fund administration systems.
• Manage investor portal content, ensuring statements, tax documents, and account information remain accurate and current.
• Generate reports and analytics for leadership, finance, and investor relations initiatives.
• Identify opportunities to improve workflows, reporting capabilities, and operational processes.

Investor Reporting & Fund Operations

• Coordinate recurring investor reporting, including capital statements, transaction confirmations, capital calls, and distributions.
• Work alongside external fund administrators to ensure reporting accuracy and timely delivery.
• Maintain reporting calendars, templates, and internal controls.
• Support ad hoc reporting requests from investors, auditors, and internal stakeholders.

What We're Looking For

• 1–4 years of experience in investor relations, fund administration, financial operations, private equity, venture capital, hedge funds, investment banking, or a related financial services environment.
• Strong attention to detail with the ability to manage sensitive financial information.
• Advanced Excel skills and experience working with CRM or investor reporting platforms (Salesforce, HubSpot, Dynamo, Juniper Square, Wealthblock, or similar).
• Excellent written and verbal communication skills.
• Highly organized with the ability to manage multiple priorities and recurring deadlines.
• A process-oriented mindset with a desire to improve systems and create operational efficiencies.
• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field preferred.

Why This Opportunity?

This role provides broad exposure to fundraising, investor relations, fund operations, and investment management within a collaborative, entrepreneurial environment. It's an ideal opportunity for someone looking to accelerate their career while working directly with experienced investment professionals and gaining exposure to all aspects of the investor lifecycle.