TRD Advisors LLC · 2 days ago
Investor Relations Associate
NYC Metro Area
Full-time
Onsite
Entry, Mid Level
$90K/yr - $110K/yr
2+ years expTRD Advisors LLC is a real estate private equity fund manager located in midtown Manhattan, seeking an Investor Relations Associate to support its real estate private equity funds. The role involves managing information, processes, and producing materials for investor relations, requiring a highly organized and detail-oriented professional.
AdviceProfessional ServicesStaffing AgencyVenture Capital
Hiring Manager
Thomas Delezenski
Responsibilities
Maintain and update investor contact lists and CRM records
Execute quarterly update of organizational information (e.g., web page, bios)
Assist with tracking and managing the quarterly investor reporting calendar/process
Support preparation and submission of regulatory filings
Administer the marketing-material review workflow (intake, checklist review, routing, filing)
Assist with maintaining entity records and governance documentation
Support investor onboarding processes, including KYC/AML documentation collection and status tracking
Schedule and support recurring compliance activities, including:
Annual policy reviews and attestations
Employee training and Code of Ethics acknowledgments
Update master tracker of due diligence responses
Maintain investor request tracker
Run standard investor tracking reports from CRM system
Track and ensure timely updates to compliance logs, risk registers, and internal controls
Populate account summary template to customize standard materials for investor meetings
Prepare responses to standard and recurring investor requests
Support ad hoc projects
Assist with monitoring regulatory developments and update CCO
Qualification
Required
Bachelor's degree in Business, Finance, Legal Studies, or related field
2+ years in operations, investor relations, legal support, or compliance administration
Excellent organization and time-management; comfort with repetitive, detail-heavy tasks
High accuracy in recurring deliverables; strong written communication for templates/notes
Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint (case study required)
Proven discretion handling confidential and sensitive information
Preferred
Familiarity with CRM platforms (e.g., Salesforce, Dynamo, Juniper Square, Backstop)
Familiarity with regulatory filings in the financial services industry (e.g., SEC, FCA, ESMA)
Knowledge of KYC/AML standards and investor onboarding workflows
Basic understanding of fund structures (LPs, GPs, SPVs, etc.) and entity management
Company
TRD Advisors LLC
A professional services firm designed to deliver best in class executive recruiting services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Thomas Delezenski
Managing Member
Company data provided by crunchbase