Investor Relations Senior Associate
Investor Relations Senior Associate (Institutional Investors)
Location: New York
Employment Type: Full-time
About the Role
We are seeking a highly analytical and client-focused Investor Relations Associate to join our Investor Services function. This role supports the management and coordination of interactions with a global institutional investor base of approximately 600 organisations. You will work closely with internal teams and external partners to deliver a best-in-class investor experience, while also helping to build relationships with prospective investors.
Key Responsibilities
- Manage the Investor Relations inbox with the Investor Services team, ensuring all investor queries are handled professionally and within 24 hours, often requiring financial, accounting, tax or regulatory analysis.
- Develop a deep understanding of the firm’s funds, financial reports, underlying investments, and internal systems to independently source information and produce accurate responses.
- Support the delivery of quarterly investor reporting and additional bespoke reporting requirements.
- Assist in the preparation of quarterly reports, investor meeting materials, and other ad hoc presentations.
- Collaborate closely with fund administrators to ensure a positive investor experience.
- Maintain accurate investor information within Salesforce to support ongoing investor relations and fundraising activity.
- Partner with internal teams including Investments, Finance, Tax, IT, and external administrators to ensure consistent communication and service.
- Participate in projects and initiatives that enhance the overall investor experience.
- Join investor update calls and meetings where relevant.
Essential Qualifications & Experience
- Undergraduate degree (minimum 2:1 or equivalent) from a leading university
- Chartered Accountant, CFA, or other relevant professional qualification
- Background in finance, accounting, banking, private equity, or asset management
- Excellent written and verbal communication skills
- Advanced proficiency in Excel, PowerPoint, and Word
Desirable Experience
- Familiarity with private equity
- Experience using Salesforce
- Fluency in an additional language
Competencies
- Strong analytical abilities with exceptional attention to detail
- Excellent communication skills, both written and verbal
- Highly organised and able to manage tasks through to completion
- Client-focused with the ability to build relationships across internal and external stakeholders
- Motivated, proactive, and able to work both independently and as part of a team
- Energetic, collaborative, and able to support and motivate others