IR Assistant at Midtown PE firm

BCL Search; New York (NY); Presencial; USD 113 000 - 138 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Fully paid benefits

401(k) match

Additional perks

Resumo da oferta

BCL Search client, a growing private equity firm in New York, seeks a polished IR Assistant to support its Investor Relations team, including three Managing Directors and one to two Associates. This role combines day-to-day administrative excellence with exposure to fundraising initiatives and investor communications.

You will manage complex calendars, coordinate meetings, maintain Salesforce records, track investor pipelines, prepare materials, and coordinate travel.

Qualificações

• :2+ years in administrative/IR or sales support in corporate setting.
• :Experience in private equity, investment management, or financial services preferred.
• :Experience with Salesforce or similar CRM; data entry and activity tracking.

Responsabilidades

• Provide administrative support to 3 Managing Directors and 1–2 Associates on the Investor Relations team
• Manage complex calendars, coordinate internal and external meetings, and prioritize conflicting appointments
• Maintain Salesforce investor contacts, meeting notes, biographies, activity records, and other relevant information
• Assist with tracking fundraising activity, investor pipelines, prospective opportunities, and ongoing relationship management
• Monitor outstanding action items and follow-ups, ensuring important deadlines, communications, and next steps are tracked
• Support the IR team throughout the fundraising lifecycle by maintaining accurate data, organizing information, and coordinating related projects
• Assist with preparing, organizing, and maintaining investor materials, meeting documents, reports, and other relevant information
• Coordinate conference calls, prepare meeting materials, and arrange conference room logistics
• Arrange domestic and international travel, including flights, hotels, ground transportation, and reservations
• Prepare and process monthly travel and expense reports
• Assist with investor meetings, firm events, and other team-related initiatives
• Work closely with the broader team to improve administrative processes, CRM organization, and overall operational efficiency
• Handle confidential investor, financial, and company information with the highest level of discretion
• Provide additional administrative and project support as needed

Conhecimentos

Calendar management

CRM management

Sales lifecycle

Executive support

Formação académica

Bachelor's Degree

Ferramentas

Salesforce

Descrição da oferta de emprego

Our client, a growing private equity firm, is seeking a polished, proactive, and highly organized IR Assistant to support its Investor Relations team, including 3 Managing Directors and 1–2 Associates. This is an exciting opportunity to join a close-knit, collaborative firm and play an integral role in supporting both the team's day-to-day administrative needs and broader fundraising and investor relations activities.

The ideal candidate will have 3+ years of experience in a fast-paced corporate environment, ideally with exposure to Investor Relations, financial services, or a similar client-facing function. This individual should be comfortable managing complex calendars and logistics while also taking ownership of CRM management, pipeline tracking, project coordination, and data accuracy. A strong understanding of the sales or fundraising lifecycle, exceptional attention to detail, and the ability to proactively manage follow-ups and competing priorities will be key to success in this role.

RESPONSIBILITIES

• Provide comprehensive administrative and operational support to 3 Managing Directors and 1–2 Associates on the Investor Relations team
• Manage complex calendars, coordinate internal and external meetings, and prioritize conflicting appointments
• Maintain and update Salesforce, including investor contacts, meeting notes, biographies, activity records, and other relevant information
• Assist with tracking fundraising activity, investor pipelines, prospective opportunities, and ongoing relationship management
• Monitor outstanding action items and follow-ups, ensuring important deadlines, communications, and next steps are appropriately tracked and completed
• Support the Investor Relations team throughout the fundraising lifecycle by maintaining accurate data, organizing information, and coordinating related projects
• Assist with preparing, organizing, and maintaining investor materials, meeting documents, reports, and other relevant information
• Coordinate conference calls, prepare meeting materials, and arrange conference room logistics
• Arrange domestic and international travel, including flights, hotels, ground transportation, and reservations
• Prepare and process monthly travel and expense reports
• Assist with investor meetings, firm events, and other team-related initiatives
• Work closely with the broader team to improve administrative processes, CRM organization, and overall operational efficiency
• Handle confidential investor, financial, and company information with the highest level of discretion
• Provide additional administrative and project support as needed

REQUIREMENTS

• 2+ years of administrative, Investor Relations, sales support, or related experience within a professional corporate environment
• Prior experience within private equity, investment management, financial services, or another fast-paced, client-facing environment strongly preferred
• Experience with Salesforce or a similar CRM system, including data entry, contact management, activity tracking, and maintaining accurate records
• Familiarity with pipeline tracking, project coordination, and managing follow-up items; understanding of the sales or fundraising lifecycle is highly desirable
• Exceptional organizational skills and ability to manage multiple priorities and deadlines simultaneously
• Strong attention to detail, particularly when maintaining data, preparing materials, and tracking important information
• Excellent written and verbal communication skills with a polished, professional demeanor
• Proactive, resourceful, and comfortable taking ownership of responsibilities with minimal oversight
• Ability to anticipate team needs, follow through on outstanding items, and ensure nothing falls through the cracks
• Strong interpersonal skills and ability to work effectively with senior executives and colleagues across the organization
• Proficiency in Microsoft Office, including Outlook, Word, PowerPoint, and Excel
• Ability to handle sensitive information with discretion and confidentiality
• Bachelor's Degree required

SALARY

Up to $125K base + discretionary bonus + excellent benefits, including fully paid benefits, 401(k) match, and additional perks.

HOURS

Monday–Friday, approximately 8:30/9:00 AM–5:00/5:30 PM, with flexibility for earlier or later meetings.