Investor Relations Associate

Clear Street; New York (NY); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Company equity

401k matching

Health, dental, and vision insurance

Lunch stipends & in-office perks

In-person collaboration culture

Job summary

Clear Street is seeking an Investor Relations Associate to support our investor relations effort and keep the firm running day to day. You will represent CSIM at conferences, build relationships with allocators, and handle documents, scheduling and logistics behind all of it.

Responsibilities include planning events, maintaining the investor pipeline in the CRM, and supporting onboarding and meetings with managers. This is a hands-on, fast-paced role on a small, growth-oriented team.

Qualifications

• Bachelor’s degree and 0–3 years of experience.
• Experience in finance, sales, events or client service is a plus.
• Willingness to travel regularly, sometimes on short notice.

Responsibilities

• Represent CSIM at conferences and events; manage allocator relationships and logistics.
• Plan and run events from small dinners to large investor gatherings with venues and invitations.
• Maintain investor pipeline in the CRM and prepare materials for investor meetings.

Skills

Investor relations

Event planning

CRM management

Communications

Education

Bachelor’s degree

Tools

CRM software

Job description

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients.

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

Team

CSIM is a fund of funds. Our small team builds relationships with allocators, evaluates managers, andruns the investor-facing work that keeps the firm moving. The team is currently staffed by the Head ofCSIM and the Chief Investment Officer, reporting directly to the CEO/Founder of Clear Street. We will belooking to add 2-3 additional team members in the coming weeks as we continue to grow the business.

Role: Investor Relations Associate

We are looking for a curious, energetic generalist to support our investor relations effort and keep the firm running day to day. You will represent CSIM at conferences and events, help build relationships withallocators, and handle the documents, scheduling and logistics behind all of it. Some of the work isunglamorous. In exchange, you will see how a fund of funds is built from the inside, sit in on managermeetings, and learn the business faster than you would at a large firm.

Responsibilities

Investor Relations & Events

• Attend industry conferences and capital introduction events, meet allocators and managers,and follow up with notes and next steps.
• Plan and run events, from small dinners to larger investor gatherings, including venues,invitations, travel and follow-up.
• Maintain our investor and prospect pipeline in the CRM, and prepare materials for investormeetings.

Operations & Onboarding

• Review documents for accuracy and completeness, including subscription documents,investor forms, marketing materials and data room contents.
• Support investor onboarding alongside our fund administrator and operations lead.
• Manage scheduling across the team, including manager meetings, investor calls anddiligence visits.

Research & Team Support

• Help with research on managers and markets, including meeting notes, industry data andcompetitor tracking.

Take on whatever else needs doing. On a small team, that list changes weekly.

Requirements

Experience

• Bachelor’s degree and 0–3 years of experience.
• Internships in finance, sales, events or client service are a plus, not a requirement.
• Willingness to travel regularly, sometimes on short notice.
• Financial services or high-growth technology experience preferred.

Analytical & Functional

• Clear, careful writing and attention to detail. You catch the mistake in the document beforesomeone else does.
• Strong people skills: comfortable starting conversations with strangers and following upwithout being pushy.

Mindset

• Genuine curiosity about markets, investing and how people make decisions.
• Low ego about the work and a high standard for how it gets done.

The Base Salary Range for this role is $100,000 - 125,000. This range is representative of the starting basesalaries for this role at Clear Street. Where a candidate falls in this range will be based on job-relatedfactors such as relevant experience, skills, and location. This range represents Base Salary only, which isjust one element of Clear Street's total compensation. The range stated does not include other factors oftotal compensation such as bonuses or equity.

At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender-neutral parental leave, and full medical, dental, and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Our top priority is our people. We're continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer.

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