Investor Relations Associate

Dartmouth Partners; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

A mid-level position in a leading private equity firm based in New York seeking an Investor Relations Associate to support fundraising and investor communications. This role offers significant exposure to senior leadership and the opportunity to contribute to the firm's capital formation strategy. Ideal candidates have 2-3 years of experience in finance roles, strong analytical skills, and proficiency in Excel and PowerPoint.

Benefits

Career Development Opportunities

Strategic Exposure to Senior Leadership

Chance to Make a Significant Impact

Qualifications

• 2–3 years of experience in investor relations or related finance role.
• Strong analytical and communication skills.
• Highly organized and detail-oriented.

Responsibilities

• Draft and refine investor materials including reports and updates.
• Assist in the preparation and execution of fundraising campaigns.
• Maintain and enhance the investor CRM system.

Skills

Analytical skills

Communication skills

Organizational skills

Detail-oriented

Proactive mindset

Tools

Microsoft Excel

PowerPoint

CRM systems

Job description

Investor Relations Associate

Location: New York, NY (In-Person, 5 Days/Week)

Experience Level: Mid-Level (2-3 Years)

Compensation: $120,000 - $150,000

About the Firm

A New York-based private equity firm focused on investing in and growing healthcare businesses across the middle market. With a team of approximately 25–30 professionals, they bring deep sector knowledge and a hands-on, partnership-oriented approach to value creation. The culture is collaborative and entrepreneurial, offering team members the opportunity to take on meaningful responsibility early and work closely with experienced investors who are committed to mentorship and long-term development.

Position Overview

A leading middle-market private equity firm focused on the healthcare sector is seeking a highly motivated and detail-oriented Investor Relations Associate to join its Investor Relations team in New York. This is a high-impact, mid-level role ideal for candidates with 2–3 years of experience in investor relations, investment banking, private equity, or other technical finance roles.

The Associate will play a key role in supporting fundraising initiatives, managing investor communications, and driving strategic projects across the firm. This is a unique opportunity to join a lean, high-performing team at a pivotal time as the firm prepares for its next fundraise. The role offers significant exposure to senior leadership and the opportunity to contribute meaningfully to the firm’s long-term capital formation strategy.

Investor Communications & Reporting

• Draft and refine investor materials including quarterly reports, investor letters, and fund performance updates.
• Respond to investor inquiries with a high degree of accuracy and professionalism.
• Prepare materials for Annual Meetings, AGMs, and ad hoc LP meetings.

Fundraising & Marketing Support

• Assist in the preparation of fundraising materials including PPMs, DDQs, pitch decks, and case studies.
• Support the execution of fundraising campaigns, including investor targeting, outreach, and follow-up.
• Coordinate with placement agents and internal stakeholders to ensure alignment on messaging and timelines.

CRM & Data Management

• Maintain and enhance the investor CRM system, ensuring data accuracy and completeness.
• Track investor interactions, meeting notes, and follow-ups to support relationship management.

Event Planning & Execution

• Organize and manage logistics for investor meetings, roadshows, and firm-hosted events.
• Prepare briefing materials and coordinate internal and external participants.

Strategic Projects

• Lead or support cross-functional initiatives related to process improvement, data analytics, and investor engagement.
• Monitor industry trends and peer activity to inform IR strategy and positioning.

Ideal Candidate Profile

• 2–3 years of experience in investor relations, investment banking, private equity, or a related technical finance role.
• Strong analytical and communication skills, with the ability to synthesize complex information clearly and concisely.
• Highly organized and detail-oriented, with a proactive and collaborative mindset.
• Proficient in Microsoft Excel and PowerPoint; experience with CRM systems (e.g., Salesforce, Dynamo) is a plus.
• Demonstrate interest in healthcare and private markets is preferred but not required.
• Comfortable working in a fast-paced, entrepreneurial environment with high standards.

Why Join?

• Strategic Exposure: Work directly with senior leadership on high-priority initiatives.
• Career Development: Clear path for growth within a dynamic and expanding IR function.
• Impact: Contribute meaningfully to the firm’s capital formation and investor engagement strategy.