Northbound Executive Search · 5 days ago
Investor Relations Coordinator
Northbound Executive Search is a well-established global investment management firm seeking an Investor Relations Coordinator for its New York-based team. This role involves supporting the Investor Relations group with investor communications, marketing materials, and client servicing in a fast-paced financial services environment.
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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
Qualification
Required
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
Benefits
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
Company
Northbound Executive Search
Northbound Executive Search provides Permanent & Temporary recruitment services to companies looking to hire high-performing professionals.