Investor Relations & Client Services – Private Equity

This range is provided by Korn Ferry. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Korn Ferry has partnered with a leading private equity firm with a strong track record of delivering exceptional returns to investors.

We are seeking a highly motivated and detail-oriented Investor Relations & Client Services Associate to join our team. This individual will play a critical role in managing investor communications, supporting fundraising initiatives, and enhancing the overall client experience. The ideal candidate will have a strong background in finance, excellent communication skills, and a deep understanding of private equity markets.

• Serve as a primary point of contact for investors, addressing inquiries and providing timely updates on fund performance and market insights.
• Assist in the preparation of investor presentations, quarterly reports, and other investor-related materials.
• Support the fundraising process by managing investor due diligence requests and maintaining CRM databases.
• Coordinate investor meetings, conferences, and events to foster strong client relationships.
• Ensure compliance with regulatory requirements and internal reporting standards related to investor relations.
• Work closely with internal teams, including finance, legal, and portfolio management, to streamline investor communications and reporting.
• Analyze industry trends, competitor activity, and investor preferences to enhance client engagement strategies.
• Manage investor documentation, subscriptions, and capital call/distribution notices.

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 2+ years of experience in investor relations, client services, or a related role within private equity, asset management, or investment banking.
• Strong analytical skills with the ability to interpret financial data and present insights effectively.
• Excellent verbal and written communication skills, with a keen attention to detail.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM systems.
• Knowledge of SEC regulations and private equity fund structures is a plus.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Strong organizational and multitasking skills, with a client-first mindset.

• Associate

• Full-time

• Finance