Investor Relations Associate
On-siteWashington, District of Columbia, United States or Washington, United States
Job Summary
Build and maintain relationships with existing and prospective investors while serving as the primary point of contact for inquiries. Prepare quarterly and annual reports, coordinate onboarding processes including KYC/AML, and manage the investor portal. Support all fundraising phases by coordinating due diligence, updating trackers and metrics, and maintaining CRM databases using tools like Dakota and Preqin. Oversee the creation of marketing materials such as PPMs, DDQs, and CIMs, ensuring SEC/FCA compliance across internal and external communications. Manage virtual data rooms, track pipeline activity, and support investor events and roadshows.
Required Qualifications
- Knowledge of KYC/AML requirements
- Experience with third party databases including Dakota and Preqin
- Ability to manage and maintain virtual data rooms
- Experience managing a CRM database
- Ability to conduct market research, peer analysis, and competitor benchmarking
- Knowledge of SEC/FCA compliance as it relates to disclosures
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