Investor Relations Admin at Boutique Private Equity Firm

Our client, a growing private equity firm, is seeking a polished, proactive, and highly organized Investor Relations Admin 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.

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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.
RESPONSIBILITIESProvide comprehensive administrative and operational support to 3 Managing Directors and 1–2 Associates on the Investor Relations teamManage complex calendars, coordinate internal and external meetings, and prioritize conflicting appointmentsMaintain and update Salesforce, including investor contacts, meeting notes, biographies, activity records, and other relevant informationAssist with tracking fundraising activity, investor pipelines, prospective opportunities, and ongoing relationship managementMonitor outstanding action items and follow-ups, ensuring important deadlines, communications, and next steps are appropriately tracked and completedSupport the Investor Relations team throughout the fundraising lifecycle by maintaining accurate data, organizing information, and coordinating related projectsAssist with preparing, organizing, and maintaining investor materials, meeting documents, reports, and other relevant informationCoordinate conference calls, prepare meeting materials, and arrange conference room logisticsArrange domestic and international travel, including flights, hotels, ground transportation, and reservationsPrepare and process monthly travel and expense reportsAssist with investor meetings, firm events, and other team-related initiativesWork closely with the broader team to improve administrative processes, CRM organization, and overall operational efficiencyHandle confidential investor, financial, and company information with the highest level of discretionProvide additional administrative and project support as needed
REQUIREMENTS2+ years of administrative, Investor Relations, sales support, or related experience within a professional corporate environmentPrior experience within private equity, investment management, financial services, or another fast-paced, client-facing environment strongly preferredExperience with Salesforce or a similar CRM system, including data entry, contact management, activity tracking, and maintaining accurate recordsFamiliarity with pipeline tracking, project coordination, and managing follow-up items; understanding of the sales or fundraising lifecycle is highly desirableExceptional organizational skills and ability to manage multiple priorities and deadlines simultaneouslyStrong attention to detail, particularly when maintaining data, preparing materials, and tracking important informationExcellent written and verbal communication skills with a polished, professional demeanorProactive, resourceful, and comfortable taking ownership of responsibilities with minimal oversightAbility to anticipate team needs, follow through on outstanding items, and ensure nothing falls through the cracksStrong interpersonal skills and ability to work effectively with senior executives and colleagues across the organizationProficiency in Microsoft Office, including Outlook, Word, PowerPoint, and ExcelAbility to handle sensitive information with discretion and confidentialityBachelor's Degree required
SALARYUp to $125K base + discretionary bonus + excellent benefits, including fully paid benefits, 401(k) match, and additional perks.
HOURSMonday–Friday, approximately 8:30/9:00 AM–5:00/5:30 PM, with flexibility for earlier or later meetings. xzbcwsv 5 days per week onsite.