IR Operations Associate - Private Equity

Job Description

Position Overview

Our client, a multi-billion dollar private equity firm, is seeking an Investor Relations Operations Associate to join their Capital Formation team. This is a high-visibility seat at the center of the firm's fundraising engine, where you will partner closely with senior leadership and engage directly with high-net-worth investors and institutional partners.

Key Responsibilities

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• Maintain accurate and complete investor records in the firm's CRM, including correspondence, meeting notes, and follow-up items
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• Prepare reporting and analytics to support pipeline management and investor oversight
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• Coordinate investor engagements, including update calls, meetings, and site visits
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• Draft and edit investor communications and correspondence
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• Support capital raising initiatives and investor events
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• Manage logistics and preparation for internal and external meetings
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• Document meeting outcomes and track action items to completion
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• Manage a complex, multi-time-zone calendar and prioritize based on strategic importance
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• Coordinate domestic and international travel, including detailed itineraries
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• Prepare briefing materials, agendas, and presentations for key engagements
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• Review and prioritize incoming communications, responding directly where appropriate
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• Administer expense reports, reimbursements, and ongoing budget tracking
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Qualifications

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• 2-5 years of experience in investor relations, fund operations, or financial services
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• Recent experience in client services or fundraising support
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• Experience using AI tools to automate workflows
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• Salesforce or similar CRM expertise
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• Bachelor's Degree required
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