Junior Investor Relations Associate

Addition Management; New York (NY); Hybrid; USD 90,000 - 115,000; Full time

Job summary

A prestigious private equity firm is seeking a Junior Investor Relations Associate in Downtown NYC. This hybrid position involves managing investor records, communications, and supporting presentations. Ideal candidates will have a bachelor's degree and relevant experience in finance or communications.

Qualifications

• 1–3 years of relevant experience in investor relations or financial operations.
• Knowledge of asset management or private equity preferred.

Responsibilities

• Maintain and update investor records in the CRM system.
• Draft and send responses to investor inquiries.
• Assist in creating investor presentations and reports.

Skills

Organizational Skills

Time Management

Communication

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Communications

Tools

Microsoft Office Suite

CRM tools

Job description

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

Base pay range

$90,000.00/yr - $115,000.00/yr

Direct message the job poster from Addition Management

Position: Jr. Investor Relations Associate

Location: Downtown NYC (Hybrid)

Salary: $90K – $115k + Bonus

Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team!

Key Responsibilities:

CRM Management

• Maintain and update investor records, contact details, and activity logs in the firm’s CRM system (Dynamo), ensuring accuracy and consistency.
• Track all investor interactions, requests, and key deadlines to support effective relationship management.
• Assist in completing standard due diligence questionnaires and requests for proposals.
• Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments.
• Maintain the RFP response library and templates to ensure up-to-date, high-quality materials.

Email Inbox Management

• Monitor the general Investor Relations email inbox and triage incoming messages.
• Draft and send timely, accurate, and professional responses to routine investor inquiries.
• Log all relevant correspondence and follow-ups in the CRM.
• Support the administrative process for investor transfers and wire updates.
• Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.

Meetings, Events & Presentation Support

• Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.
• Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events.

Qualifications:

• Bachelor's degree in Finance, Business, Communications, or a related field.
• 1–3 years of relevant experience in investor relations, client services, RFP writing, or financial operations.
• Knowledge of asset management, private equity, or alternative investments is preferred.
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus.
• Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Marketing, Finance, and Public Relations

• Industries

  Venture Capital and Private Equity Principals and Financial Services

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