A well-established, global investment management firm is seeking an Investor Relations Coordinator to join its New York–based team. This role supports a small, senior Investor Relations group and plays a key part in investor communications, marketing materials, and day‑to‑day client servicing.
The ideal candidate is highly organized, detail-oriented, and comfortable interfacing with internal teams, external investors, and senior leadership in a fast‑paced financial services environment.
Key Responsibilities:
Gather, organize, and maintain client and prospect information within the firm’s CRM system
Support investor onboarding, inquiries, and ongoing requests, partnering closely with the Investor Relations team and internal stakeholders to ensure accuracy and consistency
Assist in the creation, updating, and maintenance of marketing and investor materials, including presentations, quarterly letters, and other communications
Coordinate the preparation and distribution of weekly, monthly, and quarterly performance reports
Liaise with fund administrators on day‑to‑day requests and capital activity inquiries
Coordinate travel arrangements, schedule meetings, and manage calendars for the Investor Relations team
Manage incoming calls for the Investor Relations function, exercising sound judgment and professionalism when escalating matters
Provide additional administrative and operational support to the Investor Relations team as needed
Qualifications:
5+ years of professional experience, including at least 2 years within Investor Relations or a related role in financial services
Excellent written and verbal communication skills
Advanced proficiency in Microsoft Office, particularly PowerPoint and Excel; experience with Canva a plus
Strong organizational skills with exceptional attention to detail
Ability to manage multiple priorities and adapt in a fast-paced, deadline-driven environment
Collaborative, proactive, and comfortable working with senior stakeholders
What They Offer:
$135k - $150k base + discretionary bonus, depending on experience
Comprehensive benefits package, including employer-sponsored healthcare coverage
401(k) with profit‑sharing component
Access to on‑site amenities and resources
Opportunity to join a stable, high‑performing investment platform with long‑term growth potential
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The ideal candidate is highly organized, detail-oriented, and comfortable interfacing with internal teams, external investors, and senior leadership in a fast‑paced financial services environment.
Key Responsibilities:
Gather, organize, and maintain client and prospect information within the firm’s CRM system
Support investor onboarding, inquiries, and ongoing requests, partnering closely with the Investor Relations team and internal stakeholders to ensure accuracy and consistency
Assist in the creation, updating, and maintenance of marketing and investor materials, including presentations, quarterly letters, and other communications
Coordinate the preparation and distribution of weekly, monthly, and quarterly performance reports
Liaise with fund administrators on day‑to‑day requests and capital activity inquiries
Coordinate travel arrangements, schedule meetings, and manage calendars for the Investor Relations team
Manage incoming calls for the Investor Relations function, exercising sound judgment and professionalism when escalating matters
Provide additional administrative and operational support to the Investor Relations team as needed
Qualifications:
5+ years of professional experience, including at least 2 years within Investor Relations or a related role in financial services
Excellent written and verbal communication skills
Advanced proficiency in Microsoft Office, particularly PowerPoint and Excel; experience with Canva a plus
Strong organizational skills with exceptional attention to detail
Ability to manage multiple priorities and adapt in a fast-paced, deadline-driven environment
Collaborative, proactive, and comfortable working with senior stakeholders
What They Offer:
$135k - $150k base + discretionary bonus, depending on experience
Comprehensive benefits package, including employer-sponsored healthcare coverage
401(k) with profit‑sharing component
Access to on‑site amenities and resources
Opportunity to join a stable, high‑performing investment platform with long‑term growth potential
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