Investor Relations & Client Services – Private Equity

Korn Ferry; West Palm Beach (FL); On-site; USD 125,000 - 225,000; Full time

Job summary

An established industry player is seeking a motivated Investor Relations & Client Services Associate to enhance investor communications and support fundraising initiatives. This role is crucial for managing investor relationships, preparing presentations, and ensuring compliance with regulatory standards. The ideal candidate will possess a strong finance background, excellent communication skills, and a client-first mindset. Join a dynamic team where your contributions will directly impact client engagement strategies and the overall success of the firm. This is an exciting opportunity to grow within the private equity sector and make a meaningful difference.

Qualifications

• 2+ years of experience in investor relations or client services.
• Strong analytical skills with financial data interpretation.

Responsibilities

• Serve as primary contact for investors, addressing inquiries and updates.
• Assist in preparing investor presentations and quarterly reports.

Skills

Analytical Skills

Communication Skills

Client Relationship Management

Financial Data Interpretation

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Bachelor’s degree in Economics

Tools

Microsoft Office Suite

CRM Systems

Job description

Investor Relations & Client Services – Private Equity

This range is provided by Korn Ferry. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $225,000.00/yr

Korn Ferry has partnered with a leading private equity firm with a strong track record of delivering exceptional returns to investors.

Position Overview:

We are seeking a highly motivated and detail-oriented Investor Relations & Client Services Associate to join our team. This individual will play a critical role in managing investor communications, supporting fundraising initiatives, and enhancing the overall client experience. The ideal candidate will have a strong background in finance, excellent communication skills, and a deep understanding of private equity markets.

Key Responsibilities:

• Serve as a primary point of contact for investors, addressing inquiries and providing timely updates on fund performance and market insights.
• Assist in the preparation of investor presentations, quarterly reports, and other investor-related materials.
• Support the fundraising process by managing investor due diligence requests and maintaining CRM databases.
• Coordinate investor meetings, conferences, and events to foster strong client relationships.
• Ensure compliance with regulatory requirements and internal reporting standards related to investor relations.
• Work closely with internal teams, including finance, legal, and portfolio management, to streamline investor communications and reporting.
• Analyze industry trends, competitor activity, and investor preferences to enhance client engagement strategies.
• Manage investor documentation, subscriptions, and capital call/distribution notices.

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 2+ years of experience in investor relations, client services, or a related role within private equity, asset management, or investment banking.
• Strong analytical skills with the ability to interpret financial data and present insights effectively.
• Excellent verbal and written communication skills, with a keen attention to detail.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM systems.
• Knowledge of SEC regulations and private equity fund structures is a plus.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Strong organizational and multitasking skills, with a client-first mindset.

SE# 510725956

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance