Junior Investor Relations Associate

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

Job summary

An established industry player is looking for a Junior Investor Relations Associate to join their dynamic team. This role involves managing investor records, assisting with due diligence and RFPs, and providing support for meetings and presentations. The ideal candidate will have a Bachelor's degree in Finance or a related field, with 1-3 years of experience in investor relations or client services. This is an exciting opportunity to work in a prestigious private equity firm that values professionalism and teamwork, providing a platform for growth and development in the financial sector.

Qualifications

• 1-3 years of experience in investor relations or client services.
• Strong proficiency in Microsoft Office Suite and CRM tools.

Responsibilities

• Manage investor records and interactions in the CRM system.
• Assist in preparing investor presentations and meeting materials.

Skills

CRM Management

Investor Relations

Due Diligence

RFP Writing

Microsoft Office Suite

Organizational Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Communications

Tools

Dynamo CRM

PowerPoint

Excel

Job description

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.

Due Diligence (DDQs) & RFPs

• 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.

Investor Transfers & Wire Instruction Updates

• 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.