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Investor Relations Associate

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Korn Ferry
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Analyst, Capital Markets
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

Position Overview

The Investor Relations Associate will play a critical role in supporting the firm’s capital raising initiatives and maintaining strong investor relationships. This individual will work closely with senior members of the fundraising team to manage investor communications, coordinate diligence processes, and support marketing and reporting efforts.

This is an excellent opportunity for a detail-oriented, analytical, and highly organized professional to gain exposure to fundraising strategy, institutional investors, and private credit markets within a dynamic, growth-oriented environment.

Key Responsibilities
  • Assist in executing fundraising strategies across institutional, family office, and high-net-worth channels
  • Prepare and maintain marketing materials, including pitch decks, fund summaries, and due diligence questionnaires (DDQs)
  • Coordinate investor meetings, roadshows, and follow-ups
  • Track fundraising pipeline activity and maintain CRM systems
Investor Communications
  • Respond to investor inquiries in a timely and professional manner
  • Support the preparation and distribution of quarterly reports, capital call notices, and performance updates
Data & Reporting
  • Maintain accurate investor records and capital activity schedules
  • Support analysis of fundraising metrics and investor trends
  • Ensure consistency and quality control across investor-facing materials
Cross-Functional Collaboration
  • Partner with investment, finance, compliance, and operations teams to gather information for reporting and diligence
  • Support onboarding processes for new investors
Qualifications
  • 2–7 years of experience in investor relations, capital markets, investment banking, private equity, private credit, or asset management
  • Strong understanding of private fund structures and fundraising processes
  • Excellent written and verbal communication skills
  • High attention to detail and strong organizational skills
  • Proficiency in Microsoft Excel, PowerPoint, and CRM systems
  • Bachelor’s degree required; finance, economics, or related field preferred
Preferred Attributes
  • Familiarity with private credit strategies
  • Ability to manage multiple projects in a fast-paced environment
  • Professional, proactive, and team-oriented mindset
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Position Requirements
10+ Years work experience
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