Investor Relations Coordinator

New York, New York • $85,000 - $105,000

About the Company:

Our client is an alternative investment advisory firm that focuses on making private credit and special opportunities investments across three core asset classes – financial assets, real estate, and corporate.

They are seeking a Coordinator to join the Business Development & Investor Relations (“BDIR”) team. The BDIR team is responsible for strengthening relationships with the firm’s existing clients, developing new investor relationships, and assisting with new product development. It is a client-facing team for which attention to detail and responsiveness are crucial.

Responsibilities:

  • Managing calendars and contacts, including organizing meetings with external clients and prospects
  • Expense management
  • Booking travel
  • Preparing agendas and documents for internal and external meetings
  • Assisting with CRM maintenance and client-facing collateral as needed (e.g., data entry, PowerPoint formatting)
  • Completing ad hoc tasks for members of the BDIR team, including annual meeting support, investor communications, etc.

 

Requirements:

  • College degree required
  • 2-4 years of experience in financial services preferred but not required
  • Proficiency in Microsoft Office suite (especially Word and PowerPoint) required

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