investor relations associate

Addition Management

<div>
 <p>
  <strong>
   Position: Investor Relations Associate
  </strong>
 </p>
 <p>
  <strong>
   Location: Downtown NYC (Hybrid)
  </strong>
 </p>
 <p>
  <strong>
   Salary: $110K &ndash; $140k + Bonus
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <em>
    Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team
   </em>
   !
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Key Responsibilities:
   </u>
  </strong>
 </p>
 <p>
  <strong>
   CRM Management
  </strong>
 </p>
 <ul>
  <li>
   Maintain and update investor records, contact details, and activity logs in the firm&rsquo;s CRM system (Dynamo), ensuring accuracy and consistency.
  </li>
  <li>
   Track all investor interactions, requests, and key deadlines to support effective relationship management.
  </li>
 </ul>
 <p>
  <strong>
   Due Diligence (DDQs) &amp; RFPs
  </strong>
 </p>
 <ul>
  <li>
   Assist in completing standard due diligence questionnaires and requests for proposals.
  </li>
  <li>
   Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments.
  </li>
  <li>
   Maintain the RFP response library and templates to ensure up-to-date, high-quality materials.
  </li>
 </ul>
 <p>
  <strong>
   Email Inbox Management
  </strong>
 </p>
 <ul>
  <li>
   Monitor the general Investor Relations email inbox and triage incoming messages.
  </li>
  <li>
   Draft and send timely, accurate, and professional responses to routine investor inquiries.
  </li>
  <li>
   Log all relevant correspondence and follow-ups in the CRM.
  </li>
 </ul>
 <p>
  <strong>
   Investor Transfers &amp; Wire Instruction Updates
  </strong>
 </p>
 <ul>
  <li>
   Support the administrative process for investor transfers and wire updates.
  </li>
  <li>
   Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.
  </li>
 </ul>
 <p>
  <strong>
   Meetings, Events &amp; Presentation Support
  </strong>
 </p>
 <ul>
  <li>
   Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.
  </li>
  <li>
   Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Qualifications:
   </u>
  </strong>
 </p>
 <ul>
  <li>
   Bachelor's degree in Finance, Business, Communications, or a related field.
  </li>
  <li>
   3&ndash;5 years of relevant experience in investor relations, client services, RFP writing, or financial operations.
  </li>
  <li>
   Knowledge of asset management, private equity, or alternative investments is preferred.
  </li>
  <li>
   Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus.
  </li>
  <li>
   Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.
  </li>
 </ul>
 <p>
 </p>
</div>


Investor Relations Associate

James River Group

Come grow with James River Insurance!
<br><br>
James River Insurance is an excess and surplus lines segment of James River Group Holdings, Ltd. and operates on an approved non-admitted basis in 50 states and Washington, DC. Since 2003, James River has provided thousands of commercial property and casualty customers with innovative and creative solutions for particular insurance needs.
<br><br>
At James River Insurance, we are committed to providing a stable and rewarding work environment supported by our Core Values and Guiding Principles: Integrity, Accountability, Innovation, Customer Service, Communication, and Teamwork. We are proud of being recognized the past 5 years as one of The Top Workplaces USA.
<br><br>
James River Group Holdings, Ltd. is a Bermuda-based insurance holding company which owns and operates a group of specialty insurance and reinsurance companies. The Company operates in two specialty property and casualty insurance segments: Excess and Surplus Lines and Specialty Admitted Insurance. The Company tends to focus on accounts associated with small or medium-sized businesses in each of its segments. Each of the Company's regulated insurance subsidiaries are rated "A-" (Excellent) by A.M. Best Company.
<br><br>
Investment & Investor Relations Analyst / Associate Job Summary
<br><br>
The Investments & Investor Relations Analyst/Associate is responsible for the critical public company finance functions within a specialty property and casualty insurance company. This role will be responsible for delivering results across primary functions including management of the Company’s $2 billion corporate investment portfolio, day-to-day investor relations needs, and other corporate finance activity coordinating with internal finance stakeholders, senior leadership and external third-party constituents to achieve objectives.
<br><br>
Duties and Responsibilities
<br><ul>
<li>Continuously exhibit and uphold Core Values of Integrity, Accountability, Communication and Teamwork, Innovation and Customer Service</li>
<li>Serve as point of engagement with existing and prospective investment managers to evaluate investment markets and opportunities</li>
<li>Work closely with accounting and investment managers to monitor performance and budget for net investment income</li>
<li>Monitor investment portfolio to ensure compliance with investment guidelines</li>
<li>Alongside SVP, Investments and Investor Relations and management, engage with sell side analyst community and institutional shareholders of the Company communicating results and understanding objectives and feedback.</li>
<li>Provide leadership and work with executive management to assist with creating key external disclosures, including investor presentations, drafting press releases and conference call transcripts</li>
<li>Monitor sell-side research, industry news flow and trade publications for information relevant to investor relations activities</li>
<li>Analyze sell-side research models to understand drivers of consensus estimates</li>
<li>Review shareholder lists to monitor changes in ownership and target potential and existing public investors</li>
<li>Create and present quarterly performance presentations for the Investment Committee of the Board</li>
<li>Support creating presentations and collecting data for rating agency communications and information requests</li>
<li>Assist with or coordinate other ad hoc projects as assigned by management, including but not limited to M&A due diligence requests</li>
</ul>
Knowledge, Skills and Abilities
<br><ul>
<li>General knowledge of and ability to analyze financial statements</li>
<li>Knowledge of financial modeling techniques</li>
<li>Strong valuation analysis skills</li>
<li>Interest in financial markets</li>
<li>Strong organizational skills and attention to detail</li>
<li>Resourcefulness and a natural curiosity to learn; strong ability to collaborate and ask for help</li>
<li>Excellent written and verbal communication skills</li>
<li>Ability to prioritize and handle multiple tasks in a fast-paced environment</li>
<li>Analytical and problem-solving skills</li>
<li>Ability to build relationships with internal and external constituents/stakeholders</li>
<li>Self-starter who works well independently and in a team environment</li>
<li>Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)</li>
<li>Ability to travel</li>
</ul>
Experience and Education
<br><br>
<b>Analyst:</b><br>
<ul>
<li>Bachelor’s degree required</li>
<li>Minimum of two years of experience in investment banking, equity or credit research, corporate finance asset management, or related field required</li>
<li>Previous experience in the insurance sector preferred</li>
</ul>
<b>Associate:</b><br>
<ul>
<li>Bachelor’s degree required</li>
<li>Minimum of four years of experience in investment banking, equity or credit research, corporate finance asset management, or related field required</li>
<li>Previous experience in the insurance sector preferred</li>
</ul>
Please note that this position is not eligible for H-1B visa sponsorship. All applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future H-1B sponsorship.
<br><br>
#LI-AF1
<br>#LI-Remote

Investments & Investor Relations Analyst / Associate

Investor Relations Analyst

Stree Group

<div>The Investor Relations Manager at STREE Real Estate will be responsible for creating and presenting a consistently applied investment message to the investment community on behalf of the company. This role involves monitoring and presenting to management the opinions of the investment community regarding the company's performance. </div> <div> Responsibilities: <ul> <li>Develop investor confidence and belief in the company s vision and strategy for delivering shareholder value.</li> <li>Develop a robust investor relations strategy and framework.</li> <li>Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties.</li> <li>Provide insights on market activity and present them to the leadership team.</li> </ul> Qualifications: <ul> <li>Strong understanding and experience in finance and investment strategies.</li> <li>Excellent communication, presentation, and leadership skills.</li> <li>Proven track record of managing investor relations.</li> <li>Bachelor s degree in finance, communication, or related field.</li> </ul></div>

Investor Relation Manager

capital square

<div><p><b>Company Overview</b></p><p>
Headquartered in Richmond, Virginia, Capital Square is a vertically integrated national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts (DSTs) for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion and a real estate investment trust (REIT). The company is also an active developer and manager of multifamily communities. Since 2012, Capital Square has completed more than $7.8 billion in transaction volume. Capital Square&rsquo;s eight most recent mixed-used development projects total approximately 2,000 apartment units with a total development cost in excess of $590 million, and Capital Square Living, the firm&rsquo;s property management division, now manages over 10,000 apartments across multiple states. Capital Square&rsquo;s related entities provide a range of services &ndash; including due diligence, acquisition, loan sourcing, property/asset management and disposition &ndash; for a growing number of high-net-worth investors, private equity firms, family offices and institutional investors.
</p><p></p><p>Recognized by Inc. 5000 as one of the fastest growing companies in the nation for seven consecutive years, and among the Top 100 Inspiring Workplaces of North America, Capital Square raises capital, buildings and expectations. Learn more at CapitalSq.com.</p><p>
</p><p><b>Role Summary</b></p><p>
The Junior Closing Associate plays a key role within our Investor Relations Department, primarily responsible for coordinating investor equity closings across our DST, Qualified Opportunity Zone and REIT offerings. This includes managing the full closing process (from pre-closing through post-closing) by working closely with investors, registered representatives and qualified intermediaries.</p><p>
</p><p>Core responsibilities include preparing and delivering closing documents via Salesforce and DocuSign, reviewing and organizing materials for closing binder packages, mailing final documents and providing phone support as needed. The ideal candidate is highly organized, detail-oriented and able to manage multiple deadline-driven tasks in a fast-paced, solution-focused environment.</p><p>
</p><p>This position offers an excellent opportunity to gain in-depth knowledge of 1031 exchanges, DSTs, and other tax-advantaged real estate structures, all while contributing to a dynamic and growing organization.</p><p>
</p><p>We are seeking team members who are committed to upholding and enhancing our high standards for delivering timely and accurate equity closings. This role requires a highly detail-oriented individual who will collaborate across multiple departments within Capital Square and play a key role in our best-in-class Investor Relations team.</p><p>
</p><p><b>Primary Responsibilities
</b></p><ul><li>Determine accuracy of information provided and create closing documents for investor signature</li><li>
Liaise with registered representatives, qualified intermediaries and investors to obtain required closing documents</li><li>
Review documents for completeness and accuracy and organize final closing binders for disbursement</li><li>
Consistently enter information and notes in CRM system</li><li>
Back-up all members of the Investor Relations Department as needed</li><li>
Assist the closing department in all projects</li><li>
Field investor services calls</li><li>
Communicate in an effective and timely manner with all closing parties</li></ul><p><b>
Knowledge and Skills Requirements
</b></p><ul><li>Bachelor&rsquo;s degree preferred, commensurate experience considered</li><li>
2+ years of experience in a fast-paced office environment with an emphasis on organizational skills</li><li>
Experience in real estate closings, title work, or loan processing preferred, but not required</li><li>
Familiariarity with legal organizational documents (trusts, operating agreements, etc.) preferred but not required</li><li>
Proficiency in the Microsoft Office Suite
</li><li>Salesforce experience a plus, but not required</li><li>
Excellent written and verbal communication skills</li><li>
Strong organizational skills</li><li>
Highly detail-oriented with strong mathematical skills</li><li>
Ability to multi-task and prioritize work under strict deadlines</li></ul><p>
</p><p><b>Work Hours</b></p><p>
Monday through Friday 8:30 AM &ndash; 5 PM or as position requires.</p><p>
</p><p><b>Work Location</b></p><p>
Office based; optional remote day (1) each week.</p><p>
</p><p><b>Compensation &amp; Benefits</b></p><ul><li>
Competitive Wage and Performance-Based Bonuses</li><li>
100% Employee Paid Healthcare Premiums</li><li>
$35/Per Paycheck Cell Phone Reimbursement</li><li>
120 Paid Time Off (PTO) Hours</li><li>
30% Housing Discount</li><li>
Professional Development Opportunities</li></ul><p>
</p><p><b>Equal Opportunity Employer</b></p><p>
At Capital Square, we believe in creating a diverse and inclusive workplace that reflects the communities we serve. We are committed to providing equal employment opportunities to all individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.</p><p>
</p><p>We celebrate differences, value unique perspectives, and strive to create a culture where everyone feels empowered to contribute their best. If you need assistance or accommodation during the application process, please do not hesitate to let us know.</p></div>

Junior Closing Associate

Shorooq Partners group

A leading investment firm in Dubai is seeking a professional to join the Value Creation and Strategy team. The role involves supporting investor relations, assisting in fundraising efforts, and conducting market research. Ideal candidates will have a degree in finance or a related field with 1-2 years of relevant experience, strong analytical skills, and be proficient in financial modeling. Opportunities for growth within a rapidly expanding firm are available.

Strategic Value Creation Analyst for Portfolio Growth

Fuse Finance

<div><span style="font-size: 11px;"><b>The Role</b></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">We're looking for a highly entrepreneurial Founder's Associate to work directly with our CEO. This is a hands-on, high-impact role where you'll move between strategy, execution, and analysis - one moment you'll be writing SQL queries to power dashboards, the next preparing a regulator presentation, and the next drafting investor materials.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">You'll own projects end-to-end, with the autonomy to identify problems, design solutions, and execute at speed. This isn't about highlighting issues - it's about being the one who solves them.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Regulatory &amp; External Materials: Craft decks, memos, and analysis to help regulators, banks, and partners understand our model and risks.</span></div><div><span style="font-size: 11px;">Fundraising &amp; Investor Collateral: Build pitch decks, financial narratives, and data packs for investors and partners.</span></div><div><span style="font-size: 11px;">Data &amp; Analytics: Write SQL to combine datasets, troubleshoot inconsistencies, and create views that underpin dashboards.</span></div><div><span style="font-size: 11px;">Business Planning &amp; Forecasting: Support budgeting, forecasting, and scenario modeling - translating business strategy into actionable financial plans.</span></div><div><span style="font-size: 11px;">Strategic Initiatives: Launch and drive cross-functional projects from scoping through execution and handover.</span></div><div><span style="font-size: 11px;">Performance Measurement: Define KPIs, set up tracking systems, and ensure leadership has a clear view of performance.</span></div><div><span style="font-size: 11px;">Rapid Problem Solving: Be the first call for ambiguous or urgent issues - diagnose, propose, execute, then move on.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">This is a fast paced execution driven role, if you're looking for structure and a clear job spec this job is not for you .</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>Requirements</b></span></div><div><span style="font-size: 11px;">3-6 years' experience in high-performance environments (startups, consulting, investment banking, venture, strategy, or similar).</span></div><div><span style="font-size: 11px;">Strong technical/analytical skills - confident in SQL and Excel/Sheets; bonus if you've worked with Python or data pipelines.</span></div><div><span style="font-size: 11px;">Exceptional communication - able to simplify complexity and craft compelling narratives for regulators, investors, and internal teams.</span></div><div><span style="font-size: 11px;">Entrepreneurial, resourceful, and scrappy - you solve problems rather than escalate them.</span></div><div><span style="font-size: 11px;">Comfortable shifting contexts quickly, from deep data work to high-level strategy.</span></div><div><span style="font-size: 11px;">A bias to action: you move fast, iterate, and learn on the fly.</span></div><div><br></div>

Founder Associate

Search 9343+ Investor relations associate jobs near you this November. New roles added regularly across leading industries. Apply today.