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Investor Relations Associate
Investor Relations AssociateAddition Management • New York, NY, US
Investor Relations Associate

Investor Relations Associate

Addition Management • New York, NY, US
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Job Description

Job Description

Position :            Jr. Investor Relations Associate

Location :           Downtown NYC (Hybrid)

Salary :                $90K – $115k + Bonus

Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team !

Key Responsibilities :

CRM Management

  • Maintain and update investor records, contact details, and activity logs in the firm’s CRM system (Dynamo), ensuring accuracy and consistency.
  • Track all investor interactions, requests, and key deadlines to support effective relationship management.

Due Diligence (DDQs) & RFPs

  • Assist in completing standard due diligence questionnaires and requests for proposals.
  • Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments.
  • Maintain the RFP response library and templates to ensure up-to-date, high-quality materials.

    • Email Inbox Management

  • Monitor the general Investor Relations email inbox and triage incoming messages.
  • Draft and send timely, accurate, and professional responses to routine investor inquiries.
  • Log all relevant correspondence and follow-ups in the CRM.

    • Investor Transfers & Wire Instruction Updates

  • Support the administrative process for investor transfers and wire updates.
  • Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.

    • Meetings, Events & Presentation Support

  • Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.
  • Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events.

    • Qualifications :

  • Bachelor's degree in Finance, Business, Communications, or a related field.
  • 1–3 years of relevant experience in investor relations, client services, RFP writing, or financial operations.
  • Knowledge of asset management, private equity, or alternative investments is preferred.
  • Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus.
  • Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.
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    Associate • New York, NY, US