Investor Relations Associate | Wealth & Private Markets

First Recruiting, LLC; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

First Recruiting, LLC seeks an Associate to join its Investor Relations Team in Chicago, supporting Wealth Sales and Fundraising. You will develop product knowledge, prepare client materials, and manage communications across North America.

The ideal candidate has 1–2+ years in wealth management or similar roles, strong English communication, and proficiency with MS Office and Salesforce. This is a client-facing, detail-oriented position based in Chicago.

Qualifications

• 1-2+ years in wealth management or client-facing roles.
• Strong written and verbal communication in English.
• Ability to synthesize complex information and prepare technical materials promptly.
• Graduated from a top-tier undergraduate university, ideally with a business focus.

Responsibilities

• Develop and maintain knowledge of product offerings, industry trends, and client base across North America.
• Prepare and deliver customized client-facing materials in response to requests.
• Create client presentations, market updates, and other communications.
• Ensure timely delivery of standard and customized data and reporting requests.
• Support marketing efforts including RFPs and due diligence materials and day-to-day investor inquiries.
• Assist onboarding and subscription processes and engagement with third parties and administrators.
• Serve as a point person for the Investor Portal and CRM (Salesforce).

Skills

Client-facing experience

MS Office

Communication skills

Attention to detail

Education

Bachelor's degree in business or related field

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

First Recruiting, LLC seeks an Associate to join its Investor Relations Team in Chicago, supporting Wealth Sales and Fundraising. You will develop product knowledge, prepare client materials, and manage communications across North America.

The ideal candidate has 1–2+ years in wealth management or similar roles, strong English communication, and proficiency with MS Office and Salesforce. This is a client-facing, detail-oriented position based in Chicago.