Investor Relations Associate

New Yorkfull timeOn Site

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Clearstreet The Investor Relations Associate supports investor relations efforts by attending conferences, managing investor pipelines, and handling operational tasks. They gain exposure to fund of funds operations and investor interactions.

Responsibilities

We are looking for a curious, energetic generalist to support our investor relations effort and keep the firm running day to day. You will represent CSIM at conferences and events, help build relationships withallocators, and handle the documents, scheduling and logistics behind all of it. Some of the work isunglamorous. In exchange, you will see how a fund of funds is built from the inside, sit in on managermeetings, and learn the business faster than you would at a large firm.
Investor Relations & Events
Attend industry conferences and capital introduction events, meet allocators and managers,and follow up with notes and next steps.
Plan and run events, from small dinners to larger investor gatherings, including venues, invitations, travel and follow-up.
Maintain our investor and prospect pipeline in the CRM, and prepare materials for investor meetings.
Operations & Onboarding
Review documents for accuracy and completeness, including subscription documents,investor forms, marketing materials and data room contents.
Support investor onboarding alongside our fund administrator and operations lead.•
Manage scheduling across the team, including manager meetings, investor calls and diligence visits.
Research & Team Support
Help with research on managers and markets, including meeting notes, industry data and competitor tracking.
Take on whatever else needs doing. On a small team, that list changes weekly.

Qualification

Internships in financeWillingness to travel regularlyAnalytical & FunctionalClearStrong people skillsGenuine curiosity about markets

Required

Bachelor’s degree and 0–3 years of experience.
Internships in finance, sales, events or client service are a plus, not a requirement.
Willingness to travel regularly, sometimes on short notice.
Financial services or high-growth technology experience preferred.
Analytical & Functional
Clear, careful writing and attention to detail. You catch the mistake in the document before someone else does.
Strong people skills: comfortable starting conversations with strangers and following up without being pushy.
Genuine curiosity about markets, investing and how people make decisions.
Low ego about the work and a high standard for how it gets done.

Preferred

Internships in finance, sales, events or client service
Willingness to travel regularly, sometimes on short notice

Benefits

Dental
Vision
401(k)
Equity/RSU
Parental Leave

Company

Clearstreet

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Source: greenhouse

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Investor Relations Associate at Clearstreet · LumiJobs