Location:
New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation
(varies by employer)
About This Posting This job description represents a sample
Institutional Investor Liaison
position commonly found through the
Career Launch AI Talent Network . It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles that serve as the primary point of contact between investment firms and institutional investors.
Actual openings may vary based on employer type (asset managers, hedge funds, private capital firms, banks), investor base (pensions, endowments, foundations, family offices), and asset class focus.
For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/
Position Overview Institutional Investor Liaisons manage relationships with institutional investors by coordinating communication, reporting, and engagement across investment, sales, and investor relations teams. The role blends capital markets knowledge, client service, and strategic communication to support fundraising, retention, and transparency.
These roles often involve close collaboration with portfolio managers, investor relations, capital markets teams, and senior leadership.
Key Responsibilities
Serve as the primary point of contact for institutional investors and allocators
Coordinate investor communications, updates, and meeting logistics
Support fundraising and capital raising initiatives through investor engagement
Prepare and distribute investor reports, performance updates, and market commentary
Track investor inquiries, feedback, and relationship activity
Collaborate with portfolio managers to translate investment performance into client-facing materials
Maintain investor databases and CRM systems
Assist with investor meetings, roadshows, conferences, and due diligence requests
Ensure timely, accurate, and compliant investor communications
Monitor institutional investor trends, preferences, and market sentiment
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field
Experience in investor relations, institutional sales, capital markets, or client service
Strong understanding of financial markets, investment products, and portfolio strategies
Excellent written and verbal communication skills
Strong organizational and relationship management abilities
Proficiency in Excel and CRM tools; familiarity with investor reporting platforms is a plus
Ability to manage multiple stakeholders and deadlines in a fast‑paced environment
Strong attention to detail and professionalism
Genuine interest in institutional investing, fundraising, and client engagement
About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills‑based role matching
Resume and profile optimization
Guidance on outreach to investor relations and institutional sales teams
Interview preparation for investor-facing, capital markets, and fundraising roles
To learn more or express interest in institutional investor relations roles, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr
New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation
(varies by employer)
About This Posting This job description represents a sample
Institutional Investor Liaison
position commonly found through the
Career Launch AI Talent Network . It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles that serve as the primary point of contact between investment firms and institutional investors.
Actual openings may vary based on employer type (asset managers, hedge funds, private capital firms, banks), investor base (pensions, endowments, foundations, family offices), and asset class focus.
For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/
Position Overview Institutional Investor Liaisons manage relationships with institutional investors by coordinating communication, reporting, and engagement across investment, sales, and investor relations teams. The role blends capital markets knowledge, client service, and strategic communication to support fundraising, retention, and transparency.
These roles often involve close collaboration with portfolio managers, investor relations, capital markets teams, and senior leadership.
Key Responsibilities
Serve as the primary point of contact for institutional investors and allocators
Coordinate investor communications, updates, and meeting logistics
Support fundraising and capital raising initiatives through investor engagement
Prepare and distribute investor reports, performance updates, and market commentary
Track investor inquiries, feedback, and relationship activity
Collaborate with portfolio managers to translate investment performance into client-facing materials
Maintain investor databases and CRM systems
Assist with investor meetings, roadshows, conferences, and due diligence requests
Ensure timely, accurate, and compliant investor communications
Monitor institutional investor trends, preferences, and market sentiment
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Business, or a related field
Experience in investor relations, institutional sales, capital markets, or client service
Strong understanding of financial markets, investment products, and portfolio strategies
Excellent written and verbal communication skills
Strong organizational and relationship management abilities
Proficiency in Excel and CRM tools; familiarity with investor reporting platforms is a plus
Ability to manage multiple stakeholders and deadlines in a fast‑paced environment
Strong attention to detail and professionalism
Genuine interest in institutional investing, fundraising, and client engagement
About the Career Launch AI Talent Network The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills‑based role matching
Resume and profile optimization
Guidance on outreach to investor relations and institutional sales teams
Interview preparation for investor-facing, capital markets, and fundraising roles
To learn more or express interest in institutional investor relations roles, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr