Investor Relations & Trade Support Associate / Manager

Annual Salary: $120,000 - $140,000 plus discretionary bonus, plus benefits

About the Firm

- $1.4B AUM backed by significant GP commitment and a 21-year track record

- Top-Percentile Performance: 7-year trailing top-percentile rank in a flagship long-only strategy

- Culture & Opportunity : High-growth, low-ego, and entrepreneurial environment with direct alignment between investment and business leadership

Role Overview

Working directly alongside the Chief Financial Officer and Chief Risk Officer, this dual-function role covers both investor relations and daily investment operations. Operating within a lean, agile team, you will receive extensive front-to-back exposure across fundraising, client reporting, trade support, and compliance workflows.

Key Responsibilities

Investor Relations & Business Development

- Fundraising Strategy: Develop and execute fundraising initiatives across institutional, RIA, family office, and consultant channels.

- Pipeline Management: Sourcing, tracking, and closing prospects through the end-to-end investor lifecycle.

- Reporting: Maintain and update pitch decks, DDQs, RFPs, and investor reporting infrastructure.

- Diligence & Compliance : Partner with investment and legal/compliance teams to manage due diligence requests.

- CRM Management: Own the firm’s CRM systems to ensure accurate pipeline tracking and data integrity.

- External Representation: Represent the firm at investor meetings, roadshows, and industry conferences.

Trade Support & Operations

- Trade Lifecycle Management: Execute daily trade booking, settlement, allocations, and lifecycle events across all asset classes.

- Reconciliations: Perform daily cash, position, and collateral reconciliations between internal OMS systems, prime brokers, and counterparties.

- Blotter Reviews: Monitor OMS daily trade blotters to verify proper booking, routing, and allocation logic.

Qualifications

- Experience: 2–5 years of institutional investor relations, capital raising, or fund operations experience within asset management (equity strategy experience preferred).

- Operational Knowledge: Hands-on experience with hedge fund OMS/EMS platforms, SMAs, subscription documentation, and daily fund workflows.

- Technical Skills: Advanced Excel proficiency;
hands-on experience utilizing modern tech and AI platforms (e.G., Claude) to optimize workflows.

- Communication: Exceptional written and verbal communication skills;
polished, professional,and client-ready with a strong instinct for positioning.

- Mindset: Highly organized, self-directed, and solution-oriented with the agility to manage competing priorities in a fast-paced environment.