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 Jr. Investor Relations Associate for its Downtown NYC office. The role involves managing investor relationships, ensuring accurate record-keeping in the CRM system, and supporting investor presentations and inquiries. Ideal candidates will have a Bachelor's degree and relevant experience in financial operations.

Qualifications

• 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.

Responsibilities

• Maintain and update investor records and manage communications with investors.
• Assist in completing standard due diligence questionnaires.
• Help prepare meeting materials and coordinate logistics for investor events.

Skills

Organizational skills

Time management

Communication

Proficiency in Microsoft Office Suite

Education

Bachelor's degree in Finance, Business, Communications, or a related field

Tools

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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