Investor Relations Associate

Chesapeake Search Partners; Towson (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

Chesapeake Search Partners is seeking an Investor Relations Associate to support relationships with investors and help manage investment processes. You will coordinate with investors and internal teams to ensure accurate documentation and timely communication, blending administrative duties with client-facing and strategic tasks.

The ideal candidate has a bachelor’s degree in business/finance, strong organizational and communication skills, and proficiency with Microsoft Office and CRM software.

Qualifications

• Bachelor’s degree in business administration, Finance, or related field.
• Experience in administrative or support roles, ideally in investor relations or financial services.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal abilities.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to handle sensitive information with professionalism and confidentiality.

Responsibilities

• Manage investment and funding paperwork for accuracy and compliance.
• Communicate with investors by phone and email to provide updates.
• Collaborate with accounting and finance to gather data and documentation.
• Maintain organized records of investor communications and transactions.
• Prepare investor reports and presentations as needed.
• Schedule and coordinate investor meetings and events.
• Provide administrative support to the Investor Relations team.

Skills

Microsoft Office Suite

Communication

Organization

Attention to detail

Interpersonal skills

Problem solving

Independent worker

Education

Bachelor’s degree in business administration, Finance, or related field

Tools

CRM software

Job description

CSP is partnering with a well established hard money lender in their search for a Investor Relations Associate. This individual will play a crucial role in managing relationships with our investors, ensuring seamless communication, and overseeing investment processes. You will coordinate directly with investors and internal teams to ensure smooth transactions, precise documentation, and top-tier service. This position offers a unique blend of administrative, client-facing, and strategic responsibilities.

Key Responsibilities:

• Manage and review investment and funding paperwork to ensure accuracy and compliance.
• Communicate directly with investors via phone and email to address inquiries, provide updates, and build lasting relationships.
• Collaborate with internal departments, including accounting and finance, to gather necessary data and maintain complete documentation.
• Maintain organized records of investor communications, transactions, and relevant documentation.
• Assist in the preparation of investor reports, presentations, and other materials as needed.
• Schedule and coordinate investor meetings, calls, and events to foster client engagement.
• Provide administrative support to the Investor Relations team, including managing calendars and handling correspondence.

Qualifications:

• Bachelor’s degree in business administration, Finance, or a related field.
• Experience in an administrative or support role, ideally within investor relations or financial services.
• Strong organizational skills and an eye for detail.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to handle sensitive information with professionalism and confidentiality.
• Problem-solving skills and the ability to work independently and collaboratively.

Preferred Qualifications:

• Familiarity with CRM software.
• Knowledge of investment and financial terminology and processes.