IR Assistant

COMPANY: Private Equity

POSITION: Investor Relations Assistant

LOCATION: New York, NY (in office Monday-Friday)

HOURS: 9:00AM - 5:00PM with some flexibility

COMPENSATION: $110-125K (DOE) + Discretionary Bonus + Great Benefits/Perks

BACHELOR'S DEGREE: Required

 

Our client, a Private Equity firm located in Midtown, Manhattan, is seeking a highly organized, proactive Assistant to be dedicated to the Investor Relations team, supporting 4-5 professionals including three Managing Directors and 1- 2 Associates. This role combines executive support with CRM administration, project coordination, pipeline tracking, and data management. The successful candidate will help keep investor opportunities moving by maintaining accurate information, coordinating follow-ups, and ensuring key details are current throughout the relationship lifecycle. The ideal candidate is someone who communicates exceptionally well and can manage competing priorities in a fast-paced environment.

 

Responsibilities of the IR Assistant:

-Provide administrative and scheduling support to three Managing Directors and one Associate, including calendar coordination and meeting preparation.

-Coordinate investor meetings, conferences, events, and LP meetings, including heavy scheduling, invitations, materials, and onsite logistics.

-Manage travel arrangements and T&E processes through Concur including expense documentation and timely follow-up. 

-Maintain the team’s CRM and related records, ensuring investor and opportunity information is accurate, complete, and current. 

-Track opportunities and pipeline activity across the sales process and relationship lifecycle; monitor follow-up actions and help ensure they are completed on time.

-Coordinate projects and workflow details across internal stakeholders, keeping timelines, next steps, and key information organized. 

-Support data management and reporting by maintaining reliable records and helping identify missing or outdated information. 

-Communicate clearly and professionally with internal colleagues and external contacts, including investors and event partners. 

-Balance multiple requests and deadlines while exercising sound judgment and attention to detail. 

-Partner with the Operations team to coordinate coverage during planned and unplanned absences, ensuring Investor Relations support needs are met.

 

Requirements of the IR Assistant:

-Bachelor’s degree required.

-Experience with CRM management, project coordination, pipeline tracking, or data management. 

-Experience supporting senior professionals and coordinating complex calendars, meetings, travel, or events is valued. 

-Strong organizational, written and verbal communication, and multitasking skills. 

-High attention to detail and the ability to handle sensitive information with confidentiality and discretion. 

-Strong interpersonal and coordination skills, including the ability to work collaboratively as part of the Operations team and to provide and receive coverage. 

-Proficiency with CRM (Salesforce or Deal Cloud) and standard productivity tools; experience with a specific CRM platform can be added if applicable.