IR Coordinator

Northbound Search
New York, NY

A well-established, global investment management firm is seeking an Investor Relations Coordinator to join its New York–based team. This role supports a small, senior Investor Relations group and plays a key part in investor communications, marketing materials, and day-to-day client servicing.

The ideal candidate is highly organized, detail-oriented, and comfortable interfacing with internal teams, external investors, and senior leadership in a fast-paced financial services environment.

 

Key Responsibilities:

  • Gather, organize, and maintain client and prospect information within the firm’s CRM system

  • Support investor onboarding, inquiries, and ongoing requests, partnering closely with the Investor Relations team and internal stakeholders to ensure accuracy and consistency

  • Assist in the creation, updating, and maintenance of marketing and investor materials, including presentations, quarterly letters, and other communications

  • Coordinate the preparation and distribution of weekly, monthly, and quarterly performance reports

  • Liaise with fund administrators on day-to-day requests and capital activity inquiries

  • Coordinate travel arrangements, schedule meetings, and manage calendars for the Investor Relations team

  • Manage incoming calls for the Investor Relations function, exercising sound judgment and professionalism when escalating matters

  • Provide additional administrative and operational support to the Investor Relations team as needed

 

 

 

Qualifications:

  • Bachelor’s degree required

  • 5+ years of professional experience, including at least 2 years within Investor Relations or a related role in financial services

  • Excellent written and verbal communication skills

  • Advanced proficiency in Microsoft Office, particularly PowerPoint and Excel; experience with Canva a plus

  • Strong organizational skills with exceptional attention to detail

  • Ability to manage multiple priorities and adapt in a fast-paced, deadline-driven environment

  • Collaborative, proactive, and comfortable working with senior stakeholders

What They Offer:

  • 135k - 150k base + discretionary bonus, depending on experience

  • Comprehensive benefits package, including employer-sponsored healthcare coverage

  • 401(k) with profit-sharing component

  • Access to on-site amenities and resources

  • Hybrid work schedule

  • Opportunity to join a stable, high-performing investment platform with long-term growth potential

Posted 2026-02-24

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