Investor Relations Associate

Nextera Search; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Nextera Search is seeking an Investor Relations Associate for a leading financial services firm in New York City. You will support investor relations activities, prepare external materials, and help maintain CRM data, collaborating with internal teams on IR initiatives.

The role requires at least 2 years in investor relations or related client-services roles, a Bachelor’s degree, and strong PowerPoint skills. You’ll handle confidential information with discretion in a dynamic environment.

Qualifications

• 2+ years of experience in investor relations, client services, or a similar role.
• Strong proficiency with Microsoft Office Suite, particularly PowerPoint.
• Comfortable creating and refining presentation materials for external audiences.

Responsibilities

• Support investor relations activities across a range of communications and processes.
• Maintain and regularly update internal CRM systems to ensure data accuracy.
• Assist in the preparation and ongoing maintenance of external-facing marketing and presentation materials.
• Collaborate with investment and other internal teams to support IR initiatives and workflows.
• Manage calendars, scheduling, and coordination of meetings across stakeholders.
• Handle confidential and highly sensitive information with discretion at all times.

Skills

Attention to detail

Professionalism

Education

Bachelor’s degree or equivalent

Tools

Microsoft PowerPoint

Job description

A Financial Services Firm based in New York City is seeking an experienced professional to join their team as an Investor Relations Associate.

Responsibilities:

• Support investor relations activities across a range of communications and processes


• Maintain and regularly update internal CRM systems to ensure data accuracy


• Assist in the preparation and ongoing maintenance of external-facing marketing and presentation materials


• Collaborate with investment and other internal teams to support IR initiatives and workflows


• Manage calendars, scheduling, and coordination of meetings across stakeholders


• Handle confidential and highly sensitive information with discretion at all times

Qualifications:

• 2+ years of experience in investor relations, client services, or a similar role


• Bachelor’s degree or equivalent professional experience


• Strong proficiency in Microsoft Office Suite, particularly PowerPoint


• Comfortable creating and refining presentation materials for external audiences


• Proactive and resourceful, with the ability to anticipate needs and act independently


• Flexible and willing to take on a broad range of responsibilities in a dynamic environment


• High level of professionalism, integrity, and attention to detail