Investor Relations Senior Associate, North America (Hybrid)

Novastone Capital Advisors; Florida; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work flexibility

International exposure

Employee training

Job summary

Novastone Capital Advisors is seeking an Investor Relations Senior Associate to join our North America team. The role blends operational excellence with investor-facing activities, supporting communications, fundraising, and relationship management.

You will coordinate investor materials, manage CRM data, and collaborate with portfolio companies to share timely updates. This position offers international exposure and a dynamic, fast‑paced environment.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Operational, administrative, or back‑end experience in investor relations, fundraising, or finance.
• Strong organizational skills and ability to manage multiple processes.
• High attention to data accuracy and detail.
• Strong written and verbal communication skills.

Responsibilities

• Support investor communications and fundraising efforts.
• Coordinate preparation and distribution of quarterly reports and investment materials.
• Maintain relationships with high‑net‑worth individuals, family offices, and investor groups in North America.
• Organize and participate in investor calls, meetings, and events.
• Develop and refine investor communication strategies with internal teams.

Skills

Organizational skills

Attention to detail

Written and verbal communication

Cross-functional collaboration

Independent work

English proficiency

Education

Bachelor’s degree in Finance/Economics/Business

Tools

CRM systems (Salesforce/Altvia)

Job description

Novastone Capital Advisors (NCA) runs a global Operator-Led Search Fund program, helping mid-career professionals to identify, acquire, grow, and exit established small to medium-sized enterprises (SMEs) typically faced with succession challenges.

Novastone Partners (NP) is the investment arm of NCA deploying capital in operator-led buyouts of lower-middle-market companies, providing succession solutions through next-generation CEOs.

Check our websites for more information:

We are seeking a dynamic professional to join the Novastone Partners team as a Senior Associate, Portfolio Management in the United States & Canada. This role is pivotal to our success, as it involves maximizing value by actively participating in the strategic decision-making processes of NCA’s portfolio companies and closely monitoring their performance throughout the investment lifecycle.

Responsibilities

Investor Relations & Communication

• Support communication with investors, ensuring timely, clear, and professional interactions
• Coordinate the preparation and distribution of quarterly reports, updates, and investment materials
• Assist in managing relationships with HNWIs, family offices, and other investor groups across North America.
• Organize and participate in investor calls, meetings, and events
• Support the development and refinement of investor communication strategies
• Collaborate with internal teams and portfolio companies to gather and present relevant updates
• Support ongoing fundraising efforts for syndicated, deal-by-deal investments
• Assist in preparing investment presentations, teasers, and supporting materials
• Coordinate investor outreach and follow-ups throughout the deal lifecycle
• Help manage investor pipelines and track engagement across opportunities
• Conduct research on potential investors, market trends, and comparable transactions

Operations & Data Management

• Maintain and update investor and deal data within CRM systems
• Oversee data rooms to ensure materials are accurate, complete, and well-structured
• Support onboarding of new investors and co-investors
• Coordinate with legal and internal stakeholders to prepare and distribute documentation
• Ensure high standards of data accuracy, organization, and confidentiality

Requirements

Must Have

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Solid operational, administrative, and/or back-end experience in investor relations, fundraising, finance, or a related area
• Strong organizational skills with the ability to manage multiple processes simultaneously
• High attention to detail and commitment to data accuracy
• Strong written and verbal communication skills
• Ability to work independently while collaborating across international teams
• Professional, reliable, and proactive mindset

Nice to Have

• Experience working with investors, family offices, or private market environments
• Exposure to private equity, search funds, or SME investments
• Experience with CRM systems (e.g., Salesforce, Altvia, or similar)
• Prior involvement in fundraising or capital raising processes
• Experience working in an international or fast-paced environment

We Offer

• Company benefits
• Personal benefits
• International exposure, in-person events, and a collaborative, entrepreneurial culture
• Employee training & development
• Hybrid work flexibility and modern tooling

We are an Equal Opportunity Employer, and all submitted CVs pass through the same application process, regardless of gender, religion, national origin, sexual orientation, race, political affiliation, marital status, disability, age, parental status, or any other non-merit factor.