Investor Relations Associate

CanAm Enterprises; New York (NY); On-site; USD 65,000 - 80,000; Full time

Job summary

An established industry player seeks an Investor Relations Associate to provide essential administrative and client support. This entry-level role offers a chance to grow within the finance sector, focusing on investor communications and relationship management. You will manage inquiries, update databases, and assist in generating reports, all while developing expertise in the EB-5 investment program. Join a dynamic team in a fast-paced environment where your organizational skills and attention to detail will be highly valued. This position is perfect for those eager to make an impact in a boutique investment management firm.

Benefits

Fully paid employee medical insurance

Fully paid employee dental insurance

Safe Harbor 401K plan

Annual performance bonus

Qualifications

• 1-3 years in relationship management or client-facing roles.
• Experience in financial services and sales support preferred.

Responsibilities

• Manage Investor Relations mailbox and respond to inquiries.
• Update internal database with investor contact information.
• Assist in generating investor reports using Excel.

Skills

Organizational Skills

Attention to Detail

Problem-Solving

Microsoft Office Suite

CRM Experience

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

Get AI-powered advice on this job and more exclusive features.

CanAm Financial Group (CanAm) is a boutique investment management firm specializing in immigration-linked EB-5 investment funds and expanding into private equity. With headquarters in New York City and offices in China, India, Vietnam, and Singapore, CanAm has raised over $3 billion in private placement funds over the past 30 years. Learn more at www.canamenterprises.com.

Job Description

The Investor Relations Associate will provide administrative and client support, manage investor communications, and oversee the Investor Relations mailbox, responding to inquiries and coordinating with internal teams. This entry-level role offers growth potential in relationship management for candidates who demonstrate strong performance and an understanding of CanAm’s investment model.

Key Responsibilities

Investor Relations & Client Support

• Manage the Investor Relations mailbox, triaging inquiries, responding to routine requests, and escalating issues as needed.
• Update CanAm’s internal database with investor contact and immigration status changes.
• Process and distribute client communications, including loan closing documents and investment updates.
• Assist in generating and formatting investor reports using Excel.
• Track and coordinate client inquiries with relevant departments (e.g., withdrawals, replacements).

EB-5 Program Knowledge

• Develop expertise in EB-5 immigration, staying informed on industry trends and regulatory updates.
• Review marketing materials to understand investment projects.
• Project Development: Obtain updates on EB-5 and equity investment projects.
• Legal Affairs: Coordinate investment documentation and immigration filings.
• Accounting: Manage investor financial transactions, withdrawals, and replacements.
• Executive Management: Prepare reports as needed.

Qualifications

• Experience: 1-3 years in relationship management, data management, or client-facing roles. Experience in financial services and sales support preferred.
• Skills:

Strong organizational skills and attention to detail.

Ability to manage multiple priorities in a fast-paced environment.

Good judgment, problem-solving, and discretion in handling confidential matters.

Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); CRM experience a plus.

• Salary: $65,000 - $80,000 (based on experience) + annual performance bonus.
• Benefits: Fully paid employee medical and dental insurance.
• 401K: Safe Harbor 401K plan (5% vested contribution after one year).
• Start Date: ASAP

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at CanAm Enterprises by 2x

Sign in to set job alerts for “Investor Relations Associate” roles.

New York, NY $150,000.00-$200,000.00 1 week ago

New York City Metropolitan Area 3 weeks ago

New York City Metropolitan Area 2 weeks ago

New York, NY $100,000.00-$120,000.00 5 days ago

New York City Metropolitan Area 3 weeks ago

Investor Relations & Capital Formation Associate

New York City Metropolitan Area $140,000.00-$150,000.00 4 days ago

New York, NY $100,000.00-$125,000.00 3 weeks ago

New York, NY $130,000.00-$160,000.00 2 weeks ago

New York, NY $169,000.00-$241,000.00 2 weeks ago

Associate - Investor Relations / Operations

New York City Metropolitan Area 5 days ago

New York City Metropolitan Area $85,000.00-$100,000.00 1 week ago

New York, NY $130,000.00-$180,000.00 1 week ago

Investor Relations - Associate (Alternative Investments)

New York City Metropolitan Area $125,000.00-$175,000.00 3 weeks ago

Investor Relations/Business Development - Analyst/Associate

New York, NY $100,000.00-$120,000.00 1 week ago

New York, NY $130,000.00-$160,000.00 1 week ago

Analyst / Associate, Investor Relations (Origination)

Manhattan, NY $125,000.00-$135,000.00 16 hours ago

New York City Metropolitan Area $140,000.00-$220,000.00 1 week ago

Institutional Investor Relations Associate - Asset Manager in Chicago

New York City Metropolitan Area $120,000.00-$200,000.00 1 week ago

Investor Relations @ Global Alternatives Firm

New York City Metropolitan Area $150,000.00-$200,000.00 1 day ago

New York City Metropolitan Area $120,000.00-$200,000.00 5 days ago

Investor Relations – Family Office & RIAs (East Coast) - Director

Analyst / Associate, Product Specialist, Global Private Equity Investor Relations

New York, NY $154,800.00-$236,500.00 1 day ago

Brooklyn, NY $150,000.00-$200,000.00 2 weeks ago

Associate – PJT Camberview (Shareholder Advisory – Strategic IR)

Senior Associate/Vice President - Investor Relations

New York, NY $140,000.00-$175,000.00 1 month ago

Investor Relations Director, Capital Growth

New York City Metropolitan Area $150,000.00-$220,000.00 1 week ago

New York City Metropolitan Area $100,000.00-$160,000.00 3 weeks ago

Hedge Fund Private Wealth Sales / Investor Relations- Leading, Multi-Strategy- Tens Billions AUM

Investor Relations - Senior Vice President - New York

New York City Metropolitan Area $50,000.00-$500,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.