AD Operations Associate

Position Overview Our client, a multi-billion dollar private equity firm, is seeking an Investor Relations Operations Associate to join their Capital Formation team. This is a high-visibility seat at the center of the firm's fundraising engine, where you will partner closely with senior leadership and engage directly with high-net-worth investors and institutional partners.

Key Responsibilities

Maintain accurate and complete investor records in the firm's CRM, including correspondence, meeting notes, and follow-up items Prepare reporting and analytics to support pipeline management and investor oversight Coordinate investor engagements, including update calls, meetings, and site visits Draft and edit investor communications and correspondence Support capital raising initiatives and investor events Manage logistics and preparation for internal and external meetings Document meeting outcomes and track action items to completion Manage a complex, multi-time-zone calendar and prioritize based on strategic importance Coordinate domestic and international travel, including detailed itineraries Prepare briefing materials, agendas, and presentations for key engagements Review and prioritize incoming communications, responding directly where appropriate Administer expense reports, reimbursements, and ongoing budget tracking

Qualifications

2-5 years of experience in investor relations, fund operations, or financial services Recent experience in client services or fundraising support Experience using AI tools to automate workflows Salesforce or similar CRM expertise Bachelor's Degree required