Investor Relations Coordinator

Our client is a multi-strategy investment firm with a focus on fundamental and quantitative approaches across a range of asset classes and emphasizes performance and long-term capital preservation.

Responsibilities

Serve as gate keeper and primary point of contact; Coordinate preparation and distribution of monthly, quarterly, and annual investor reporting materials; Maintain and update investor databases and CRM systems; Assist with the creation and formatting of investor presentations, DDQs, RFP responses, and marketing materials; Manage meeting logistics including scheduling, conference room coordination, and follow-up materials; Support planning and execution of investor meetings, annual meetings, and industry conferences; Monitor inbox communications and respond to routine investor inquiries; Ensure compliance with internal policies and regulatory requirements in all external communications

Requirements

Bachelor’s degree required; 1-3 years of admin experience within financial services; Strong understanding of financial markets and investment terminology; Exceptional written and verbal communication skills; Advanced proficiency in Microsoft Office; Familiarity with CRM platforms