This is an excellent opportunity for candidates with experience in investment banking, private equity, private credit, consulting, accounting, tax, or other data-intensive financial roles who are looking to transition into the buy-side while maintaining a highly analytical and strategic position.
The Investor Relations Associate will be responsible for:
Supporting the firm's overall Investor Relations and fundraising initiatives through data analysis, project coordination, and operational execution.
Managing and maintaining fundraising databases, CRM systems (Salesforce), investor records, and other critical datasets.
Coordinating the creation, review, and distribution of investor collateral, marketing materials, presentations, and fundraising campaigns.
Ensuring the accuracy of valuation metrics, performance data, track records, and investor-facing content.
Partnering closely with senior Investor Relations leadership to support active fundraising processes and capital formation initiatives.
Assisting with investor meeting preparation, follow-up processes, and ongoing campaign management.
Identifying process improvements and developing more efficient workflows across the Investor Relations function.
Working cross-functionally with investment, finance, operations, and leadership teams to solve problems and execute strategic projects.
Leveraging technology and emerging AI tools to improve efficiency, organization, and data management across the function.
The Investor Relations Associate should have:
1-3 years of professional experience in investment banking, private equity, private credit, accounting, consulting, tax, or a related analytical financial services environment.
Strong attention to detail with a demonstrated ability to manage large datasets and ensure accuracy across multiple workstreams.
Excellent problem-solving skills and the ability to operate effectively in a dynamic, non-routine environment.
Experience working with financial metrics, performance reporting, valuation analyses, and data-driven projects.
Strong organizational and project management capabilities with the ability to manage competing priorities.
Exceptional written and verbal communication skills.
Interest in private markets, fundraising, capital formation, and investor relations.
Experience with CRM systems, Salesforce, or other database platforms is preferred.
Exposure to AI platforms and workflow automation tools is a plus.
Must be willing to work onsite in Charlotte, NC five days per week.