Investor Relations & Client Services Associate

About TRCM

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.

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.

The Role

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

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.

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.

Key Responsibilities

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

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

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

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

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

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

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

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

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

Qualifications

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

• 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

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

• Excellent written and verbal communication skills

• Strong interpersonal skills and a client-first mindset

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

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

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

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

What We Offer

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.

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.

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