Investor Relations Associate

Greenwich, CT



  • Update monthly / quarterly investor reporting in a timely manner
  • Responsible for client specific reporting deliverables
  • Create client-specific presentations for update meetings / calls
  • Assist with client onsite visits for due diligence or marketing
  • Liaise with fund administrator and outside counsel for investor onboarding
  • Assist in production and maintenance of all marketing materials. This includes presentations, PPMs, DDQs, etc.,
  • Respond to investor diligence questions, DDQs and generate RFPs
  • Support marketing efforts by researching helping build out roadshows
  • Maintain fundraising trackers and calendars
  • Supporting senior marketing team through their day to day marketing effort




  • 2-6 years of relevant experience
  • Expert in Excel, PowerPoint and Word
  • Experience with Intralinks a plus
  • Ability to manage CRM systems / Backstop
  • Credit background preferred





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 3/3/2020
Salary $85,000 - $115,000 + bonus

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