Investor Relations & Fundraising Associate – Client Role

Responsibilities

• Support fundraising and business development initiatives through the preparation of marketing materials, investor presentations, and fundraising collateral.
• Manage and coordinate responses to investor due diligence requests, RFPs, DDQs, consultant questionnaires, and other information requests.
• Draft, review, and maintain investor-facing materials to ensure consistency, accuracy, and alignment with firm messaging.
• Partner with investment, finance, operations, and legal teams to gather and synthesize information for prospective and existing investors.
• Analyze and organize complex information and data, translating investment concepts into clear, concise, and compelling communications.
• Assist with investor onboarding activities, ongoing relationship management, and recurring reporting requirements.
• Maintain investor databases, marketing content, and fundraising documentation.
• Support strategic projects related to capital raising, product development, and business growth initiatives.
• Help improve internal processes and workflows that enhance the investor experience and fundraising function.

Qualifications & Preferred Experience

• 3–7 years of experience within investor relations, capital raising, fundraising support, investment banking, private credit, private equity, asset management, or a related financial services environment.
• Strong written communication skills with the ability to develop polished, professional investor-facing materials.
• Experience supporting RFP, DDQ, consultant questionnaire, or institutional fundraising processes.
• Ability to synthesize complex financial and investment information into concise, compelling content.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience working with institutional investors, consultants, placement agents, or fundraising teams is highly desirable.
• Bachelor's degree required; advanced degree or relevant professional designation is a plus.
• Ability to manage multiple priorities in a deadline-driven environment.
• Strong interpersonal skills and a collaborative approach to working across teams.