Investor Relations & Reporting Associate

Lotusmgmt; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Lotusmgmt is seeking an Investor Relations Coordinator in New York to manage relationships with current and prospective investors, coordinate reporting and communications, and ensure every interaction reflects the firm’s standards.

You will organize investor communications, onboarding, and quarterly updates, prepare meeting materials, and serve as a responsive point of contact for partners in a small, high-trust team. Strong organizational skills are essential for success.

Qualifications

• 2–4 years in investor relations, client service, or a related role.
• Outstanding interpersonal and written communication skills.
• Discretion with confidential information.
• Ability to work independently in a small, high-trust team.

Responsibilities

• Coordinate investor communications, updates and quarterly reporting.
• Manage the investor onboarding experience end to end.
• Prepare materials for meetings, diligence and fundraising.
• Serve as a thoughtful, responsive point of contact for partners.

Skills

Investor relations

Client service

Written communication

Discretion

Tools

MS Office

CRM systems

Job description

Lotusmgmt is seeking an Investor Relations Coordinator in New York to manage relationships with current and prospective investors, coordinate reporting and communications, and ensure every interaction reflects the firm’s standards.

You will organize investor communications, onboarding, and quarterly updates, prepare meeting materials, and serve as a responsive point of contact for partners in a small, high-trust team. Strong organizational skills are essential for success.