Investor Relations Associate

L5

korn ferryWest Palm Beach, FL9 days ago
Position Overview: The Investor Relations Associate will play a critical role in supporting the firm’s capital raising initiatives and maintaining strong investor relationships. This individual will work closely with senior members of the fundraising team to manage investor communications, coordinate diligence processes, and support marketing and reporting efforts. This is an excellent opportunity for a detail-oriented, analytical, and highly organized professional to gain exposure to fundraising strategy, institutional investors, and private credit markets within a dynamic, growth-oriented environment.
Key Responsibilities: Assist in executing fundraising strategies across institutional, family office, and high-net-worth channels Prepare and maintain marketing materials, including pitch decks, fund summaries, and due diligence questionnaires (DDQs) Coordinate investor meetings, roadshows, and follow-ups Track fundraising pipeline activity and maintain CRM systems Investor Communications Respond to investor inquiries in a timely and professional manner Support the preparation and distribution of quarterly reports, capital call notices, and performance updates Data & Reporting Maintain accurate investor records and capital activity schedules Support analysis of fundraising metrics and investor trends Ensure consistency and quality control across investor-facing materials Cross-Functional Collaboration Partner with investment, finance, compliance, and operations teams to gather information for reporting and diligence Support onboarding processes for new investors
Qualifications: 2–7 years of experience in investor relations, capital markets, investment banking, private equity, private credit, or asset management Strong understanding of private fund structures and fundraising processes Excellent written and verbal communication skills High attention to detail and strong organizational skills Proficiency in Microsoft Excel, PowerPoint, and CRM systems Bachelor’s degree required; finance, economics, or related field preferred Preferred Attributes Familiarity with private credit strategies Ability to manage multiple projects in a fast-paced environment Professional, proactive, and team-oriented mindset
Apply now
Apply now

Level

SeniorL5

Location

West Palm Beach, FL

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

9 days ago

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