Investor Relations Associate

Korn Ferry; West Palm Beach (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading global consulting firm is seeking an Investor Relations Associate to support fundraising initiatives and maintain strong investor relationships. This role involves preparing marketing materials, coordinating investor communications, and analyzing fundraising metrics. The ideal candidate will have 2-7 years of experience in investor relations or capital markets, strong organizational skills, and a bachelor's degree in finance or a related field. This opportunity offers exposure to private credit markets in a dynamic environment.

Qualifications

• 2–7 years of experience in investor relations or capital markets.
• Strong understanding of fundraising processes and private fund structures.
• Excellent written and verbal communication skills.

Responsibilities

• Support capital raising initiatives and manage investor communications.
• Prepare marketing materials and coordinate investor meetings.
• Maintain accurate investor records and analyze fundraising metrics.

Skills

Investor relations

Capital markets

Analytical skills

Communication skills

Organizational skills

Microsoft Excel

Microsoft PowerPoint

CRM systems

Education

Bachelor’s degree in finance, economics, or related field

Job description

Position Overview

The Investor Relations Associate will play a critical role in supporting the firm’s capital raising initiatives and maintaining strong investor relationships. This individual will work closely with senior members of the fundraising team to manage investor communications, coordinate diligence processes, and support marketing and reporting efforts.

This is an excellent opportunity for a detail-oriented, analytical, and highly organized professional to gain exposure to fundraising strategy, institutional investors, and private credit markets within a dynamic, growth-oriented environment.

Key Responsibilities

• Assist in executing fundraising strategies across institutional, family office, and high-net-worth channels
• Prepare and maintain marketing materials, including pitch decks, fund summaries, and due diligence questionnaires (DDQs)
• Coordinate investor meetings, roadshows, and follow-ups
• Track fundraising pipeline activity and maintain CRM systems

Investor Communications

• Respond to investor inquiries in a timely and professional manner
• Support the preparation and distribution of quarterly reports, capital call notices, and performance updates

Data & Reporting

• Maintain accurate investor records and capital activity schedules
• Support analysis of fundraising metrics and investor trends
• Ensure consistency and quality control across investor-facing materials

Cross-Functional Collaboration

• Partner with investment, finance, compliance, and operations teams to gather information for reporting and diligence
• Support onboarding processes for new investors

Qualifications

• 2–7 years of experience in investor relations, capital markets, investment banking, private equity, private credit, or asset management
• Strong understanding of private fund structures and fundraising processes
• Excellent written and verbal communication skills
• High attention to detail and strong organizational skills
• Proficiency in Microsoft Excel, PowerPoint, and CRM systems
• Bachelor’s degree required; finance, economics, or related field preferred

Preferred Attributes

• Familiarity with private credit strategies
• Ability to manage multiple projects in a fast-paced environment
• Professional, proactive, and team-oriented mindset