Investor Relations Associate
Listed on 2026-02-16
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Finance & Banking
Financial Analyst, Financial Consultant -
Business
Financial Analyst
A well-established quantitative investment organization is looking to add a motivated and detail-driven professional to its Investor Services team, with a focus on client-facing operations. This position offers hands-on exposure to the inner workings of a sophisticated investment platform and regular interaction with senior professionals across multiple functions.
The role is ideal for someone who is intellectually curious, highly organized, and eager to build a deep understanding of how an institutional investment firm supports and services its investor base. The position follows a hybrid schedule.
Our client has operated successfully for decades and is widely respected for its disciplined, research-driven approach. Rather than prioritizing scale, the organization measures success by the rigor and quality of its strategies. The culture emphasizes collaboration, long-term thinking, and professional growth, reflected in strong employee retention and a close-knit, down-to-earth environment.
Responsibilities- Compile and circulate recurring investor communications, including performance-related estimates, exposure summaries, and market-related updates
- Coordinate closely with third-party administrators and internal finance teams to confirm investor activity, transaction accuracy, and proper recordkeeping
- Respond to inbound investor inquiries promptly, partnering with internal stakeholders to gather and deliver information
- Maintain and refresh investor-facing materials used for marketing, onboarding, and due diligence
- Oversee data integrity within client relationship management tools and secure investor portals
- Track and manage both quantitative and qualitative investor information used in regulatory reporting, forecasting, and internal analysis
- 1-2 years of professional experience in asset management
- Recent graduates are welcome to apply
- Bachelor’s degree with a strong academic foundation across any discipline
- Comfort working with numbers and strong spreadsheet capabilities
- Exceptional organizational habits and a high bar for accuracy
- Ability to juggle competing priorities while meeting both immediate and longer-term deadlines
- A proactive mindset with a willingness to own projects from start to finish
- Collaborative working style and comfort engaging with colleagues and external partners at varying levels
- Clear and effective communication skills, written and verbal
- Interest in contributing to a thoughtful, rigorous, and collegial team culture
- FINRA Series 3 registration, or openness to obtaining
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