IR Assistant at Midtown PE firm

Our client, a growing private equity firm, is seeking a polished, proactive, and highly organized IR Assistant to support its Investor Relations team, including 3 Managing Directors and 1–2 Associates. This is an exciting opportunity to join a close-knit, collaborative firm and play an integral role in supporting both the team's day-to-day administrative needs and broader fundraising and investor relations activities.

The ideal candidate will have 3+ years of experience in a fast-paced corporate environment, ideally with exposure to Investor Relations, financial services, or a similar client-facing function. This individual should be comfortable managing complex calendars and logistics while also taking ownership of CRM management, pipeline tracking, project coordination, and data accuracy. A strong understanding of the sales or fundraising lifecycle, exceptional attention to detail, and the ability to proactively manage follow-ups and competing priorities will be key to success in this role.

RESPONSIBILITIES

• Provide comprehensive administrative and operational support to 3 Managing Directors and 1–2 Associates on the Investor Relations team

• Manage complex calendars, coordinate internal and external meetings, and prioritize conflicting appointments

• Maintain and update Salesforce, including investor contacts, meeting notes, biographies, activity records, and other relevant information

• Assist with tracking fundraising activity, investor pipelines, prospective opportunities, and ongoing relationship management

• Monitor outstanding action items and follow-ups, ensuring important deadlines, communications, and next steps are appropriately tracked and completed

• Support the Investor Relations team throughout the fundraising lifecycle by maintaining accurate data, organizing information, and coordinating related projects

• Assist with preparing, organizing, and maintaining investor materials, meeting documents, reports, and other relevant information

• Coordinate conference calls, prepare meeting materials, and arrange conference room logistics

• Arrange domestic and international travel, including flights, hotels, ground transportation, and reservations

• Prepare and process monthly travel and expense reports

• Assist with investor meetings, firm events, and other team-related initiatives

• Work closely with the broader team to improve administrative processes, CRM organization, and overall operational efficiency

• Handle confidential investor, financial, and company information with the highest level of discretion

• Provide additional administrative and project support as needed

REQUIREMENTS

• 2+ years of administrative, Investor Relations, sales support, or related experience within a professional corporate environment

• Prior experience within private equity, investment management, financial services, or another fast-paced, client-facing environment strongly preferred

• Experience with Salesforce or a similar CRM system, including data entry, contact management, activity tracking, and maintaining accurate records

• Familiarity with pipeline tracking, project coordination, and managing follow-up items; understanding of the sales or fundraising lifecycle is highly desirable

• Exceptional organizational skills and ability to manage multiple priorities and deadlines simultaneously

• Strong attention to detail, particularly when maintaining data, preparing materials, and tracking important information

• Excellent written and verbal communication skills with a polished, professional demeanor

• Proactive, resourceful, and comfortable taking ownership of responsibilities with minimal oversight

• Ability to anticipate team needs, follow through on outstanding items, and ensure nothing falls through the cracks

• Strong interpersonal skills and ability to work effectively with senior executives and colleagues across the organization

• Proficiency in Microsoft Office, including Outlook, Word, PowerPoint, and Excel

• Ability to handle sensitive information with discretion and confidentiality

• Bachelor's Degree required

SALARY

Up to $125K base + discretionary bonus + excellent benefits, including fully paid benefits, 401(k) match, and additional perks.

HOURS

Monday–Friday, approximately 8:30/9:00 AM–5:00/5:30 PM, with flexibility for earlier or later meetings.

5 days per week onsite.