Investor Relations Associate

StevenDouglas; West Palm Beach (FL); Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

Confidential Single Family Office in West Palm Beach is seeking an Investor Relations Associate to turn investment data into clear, polished communications for stakeholders.

You'll build investor decks, explain portfolio performance, and collaborate with investment, operations, and family-office teams to shape reporting, branding, and marketing materials as the fund launches.

Formación

• Bachelor's degree in Finance, Marketing, or Business.
• Strong ability to explain investment data to non-technical stakeholders.
• Advanced PowerPoint and strong Excel skills.

Responsabilidades

• Build investor and stakeholder decks and reports on portfolio performance, valuations, and returns.
• Explain the story behind the numbers and market conditions.
• Collaborate with investment, operations, and family-office teams to gather context.
• Help shape branding, marketing materials, and the website.
• Develop processes and templates for external investor reporting as the fund launches.

Conocimientos

Storytelling

Writer

Cross-team collaboration

PowerPoint

Attention to detail

Educación

Bachelor's degree in Finance/Marketing/Business

Herramientas

PowerPoint

Excel

Descripción del empleo

Investor Relations Associate | Confidential Single Family Office | West Palm Beach, FL

A confidential, alternative-investment-focused single family office is looking to hire its first Investor Relations Associate. The firm invests across venture capital, private equity, real estate, infrastructure, and private credit.

This is a storytelling role, not a spreadsheet role. You’ll turn investment data into clear, polished communication for stakeholders.

What you’ll do

• Build investor and stakeholder decks and periodic reports on portfolio performance, valuations, and returns
• Explain the story behind the numbers: what happened in the portfolio, what managers did, and what the firm is seeing in the market
• Work with the investment, investment operations, and family office teams to gather information and add context
• Help shape the firm’s brand, marketing materials, and website
• Build the processes and templates for external investor reporting as the fund launches

What we’re looking for

• 2–3 years in investor relations, investor reporting, or a similar role, ideally at a PE, VC, or asset management firm
• Bachelor’s degree in Finance, Marketing, or Business; a combination of finance and marketing is ideal
• Ability to read and interpret financial and investment performance data (heavy modeling not required)
• Advanced PowerPoint skills, strong Excel skills, and a sharp eye for design
• Clear, concise writer who is comfortable working across multiple teams
• A self-starter who wants to help build a function from the ground up