Investor Relations Associate

A growing investment organization is looking for an Investor Relations Associate to support its client service and business development efforts. This role is ideal for someone who enjoys producing high-quality materials, managing client requests, and working closely with senior team members in a fast-moving environment. The position will support multiple leaders across different locations.

What You’ll Do

• Support the preparation of RFPs, RFIs, and DDQs for prospective and existing institutional clients

• Maintain standard firm data, responses, and templates used across all client materials

• Help keep response libraries and team documents current and well-organized

• Create and update marketing and presentation materials, including pitch decks, fact sheets, and client-specific deliverables

• Prepare materials for quarterly and ad-hoc client meetings

• Assist with drafting and distributing client communications, including letters and market updates

• Coordinate with internal teams and external partners on items related to the firm’s investor portal

• Track and respond to client and consultant data requests with accuracy and consistency

• Maintain organized records, databases, and shared team resources

What You Bring

• 2 to 5 years of experience in investor relations, client service, or a similar role in financial services

• Bachelor’s degree in a related field

• Solid understanding of financial markets and investment concepts

• Strong writing and communication skills

• Proficiency in Word, Excel, and PowerPoint

• High attention to detail, strong organization, and the ability to manage multiple priorities

• Collaborative mindset and willingness to learn

• Experience with RFP databases, CRMs, or presentation tools is helpful but not required