Investor Relations Assistant
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-09-16
Listing for:
Frazer Jones
Full Time
position Listed on 2026-09-16
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Business
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Overview
Our client is seeking a highly organized and proactive Investor Relations Assistant to support a fast-paced Investor Relations and Business Development team. This role will be responsible for coordinating daily administrative operations, managing complex scheduling, and ensuring seamless support for client-facing professionals. The ideal candidate will have 2-3 years of experience supporting an Investor Relations, Business Development, or Sales team within financial services.
Key Responsibilities
- Manage complex calendars across multiple stakeholders, scheduling internal and external meetings.
- Coordinate domestic and international travel arrangements, including flights, hotels, ground transportation, and detailed itineraries.
- Process and reconcile expense reports in a timely manner.
- Assist with preparing meeting materials, presentations, and investor-facing documentation.
- Coordinate conference registrations, roadshows, and investor events.
- Maintain CRM and investor databases, ensuring information remains accurate and up to date.
- Track meeting activity and support follow-up communications with investors and prospects.
- Handle incoming inquiries and act as a key point of coordination for the Investor Relations and Business Development teams.
- Support ad hoc projects and administrative initiatives as needed.
Qualifications
- Bachelor's degree preferred.
- 2-5 years of experience supporting an Investor Relations, Business Development, Client Relations, Sales, or Investment team within financial services.
- Strong calendar management and travel coordination experience.
- Experience processing expense reports and managing administrative workflows.
- Exceptional attention to detail and organizational skills.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office Suite, including Outlook, Excel, PowerPoint, and Word.
- Experience using CRM platforms such as Salesforce is a plus.
- Ability to thrive in a fast-paced, high-touch professional environment.
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