Investor Relations & Client Services Associate

Job Description

About TRCM

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TRCM is a growing private equity investment firm based in Miami. We operate in a fast-paced, entrepreneurial environment where team members have the opportunity to take ownership, work closely with senior leadership, and grow alongside the firm.

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We are looking for an Investor Relations & Client Services Associate to serve as a key point of contact for our investors and support the firm’s broader investor relations efforts.

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The Role

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This is a highly client-facing role focused on providing TRCM investors with responsive, knowledgeable, and personalized support.

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The ideal candidate will develop a strong understanding of TRCM’s funds, investment strategies, and investor reporting in order to confidently assist investors with questions regarding their specific investments.

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This individual will work closely with TRCM’s investment, accounting, operations, and leadership teams to ensure investors receive accurate information and a high level of service.

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Key Responsibilities

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• Serve as a primary point of contact for existing investors and provide timely, professional responses to investor inquiries

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• Assist investors with questions regarding their specific investments, including capital activity, investment performance, statements, distributions, tax documents, and other fund related matters

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• Develop a strong working knowledge of TRCM’s funds, portfolio investments, investment structures, and reporting

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• Coordinate internally with the investment, accounting, operations, and leadership teams to research and resolve investor questions

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• Support investor onboarding, subscriptions, account updates, transfers, and other investor servicing needs

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• Assist with investor communications, quarterly reporting, notices, and other fund communications

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• Maintain accurate investor information and help ensure investor requests and follow ups are handled promptly

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• Develop an understanding of the firm’s RIA related activities and applicable investor servicing and compliance considerations

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• Help improve and build investor relations and client service processes as TRCM continues to grow

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Qualifications

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• Bachelor’s degree required, preferably in Finance, Accounting, Economics, Business, or a related field

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• Experience in investor relations, client services, private equity, private credit, asset management, wealth management, an RIA, family office, or a related financial services environment preferred

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• Strong understanding of investment concepts and an interest in developing deeper knowledge of private funds and alternative investments

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• Excellent written and verbal communication skills

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• Strong interpersonal skills and a client-first mindset

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• Highly organized with strong attention to detail and follow-through

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• Comfortable communicating directly with sophisticated investors and high-net-worth individuals

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• Ability to learn complex investment structures and explain financial information clearly

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• Comfortable working in a fast-moving, entrepreneurial environment where responsibilities may evolve as the firm grows

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What We Offer

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TRCM offers the opportunity to join a growing investment firm at an early stage and make a meaningful impact on how we serve our investors.

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This role provides significant exposure across the organization, including direct interaction with senior leadership and opportunities to develop experience across investor relations, private equity, fund operations, and the RIA landscape.

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We are looking for someone who is excited to take ownership, learn quickly, and grow with the firm.