IR Associate: Private Investments Onboarding

Ascendo Resources; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A growing Registered Investment Advisor is seeking an Investor Relations Associate to manage communications and onboarding for investors in Miami. The ideal candidate has over 3 years of experience, preferably in private equity or alternative investments, and possesses strong Excel and communication skills. Responsibilities include managing investor deliverables, maintaining contact records, and supporting onboarding processes. This role is crucial for providing high-touch service to institutional and high-net-worth clients.

Qualifications

• 3+ years of experience in investor relations, investor services, fund administration, or client service.
• Familiarity with AML/KYC processes and investor onboarding documentation.
• Experience with investor reporting platforms or CRM systems is a plus.

Responsibilities

• Manage investor communication deliverables including quarterly financials and correspondence.
• Maintain investor contact records for accurate fund communications.
• Support investor onboarding including review of subscription documents.

Skills

Investor relations experience

Strong Excel skills

Attention to detail

Strong communication skills

Education

Bachelor’s degree in finance, business, accounting, or related field preferred

Job description

A growing Registered Investment Advisor is seeking an Investor Relations Associate to manage communications and onboarding for investors in Miami. The ideal candidate has over 3 years of experience, preferably in private equity or alternative investments, and possesses strong Excel and communication skills. Responsibilities include managing investor deliverables, maintaining contact records, and supporting onboarding processes. This role is crucial for providing high-touch service to institutional and high-net-worth clients.