CitiStaffing
Investor Relations Coordinator/Executive Assistant - up to $135k + Bonus!
CitiStaffing, New York, New York, us, 10261
Investor Relations Coordinator / Executive Assistant
Private Equity firm focused on is looking for an Investor Relations Coordinator/Executive Assistant to join their growing team! Applicants should be highly organized, proactive, and detail-oriented and have experience as an Investor Relations Coordinator and Executive Assistant.
Base pay range $120,000.00/yr - $135,000.00/yr
Responsibilities
Schedule meetings, manage team calendars, proactively resolving scheduling conflicts and keeping meetings organized.
Arrange travel for conferences, roadshows, and prospect meetings, monitoring logistics for delays or changes and adjusting plans as needed.
Track and submit expenses on behalf of the team.
Assist with prospective LP outreach and support business development efforts.
Support planning and execution of investor events (AGM, LPAC meetings, etc.) including conference room bookings, managing invitations, logistics, and vendor coordination.
Distribute briefing materials, presentations, and supporting documents to the IR team and clients ahead of and after meetings and conferences.
Maintain accurate investor and meeting data; ensure all activity is logged in CRM.
Run periodic and ad-hoc reports to support fundraising and marketing tracking.
Assist with prospective LP engagement efforts including annual mailings, client gifts, and investor communication lists.
Requirements
Minimum of 5 years’ experience in investor relations, finance, or executive support.
Strong organizational and communication skills; meticulous attention to detail.
Proficiency with Microsoft Office, CRM tools (Deal Cloud or Salesforce preferred), and collaboration software (Notion, Slack, etc.).
Comfortable managing multiple priorities in a fast-paced, professional environment.
Seniority Level Associate
Employment Type Full-time
Job Function Administrative
Industries Venture Capital and Private Equity Principals
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Base pay range $120,000.00/yr - $135,000.00/yr
Responsibilities
Schedule meetings, manage team calendars, proactively resolving scheduling conflicts and keeping meetings organized.
Arrange travel for conferences, roadshows, and prospect meetings, monitoring logistics for delays or changes and adjusting plans as needed.
Track and submit expenses on behalf of the team.
Assist with prospective LP outreach and support business development efforts.
Support planning and execution of investor events (AGM, LPAC meetings, etc.) including conference room bookings, managing invitations, logistics, and vendor coordination.
Distribute briefing materials, presentations, and supporting documents to the IR team and clients ahead of and after meetings and conferences.
Maintain accurate investor and meeting data; ensure all activity is logged in CRM.
Run periodic and ad-hoc reports to support fundraising and marketing tracking.
Assist with prospective LP engagement efforts including annual mailings, client gifts, and investor communication lists.
Requirements
Minimum of 5 years’ experience in investor relations, finance, or executive support.
Strong organizational and communication skills; meticulous attention to detail.
Proficiency with Microsoft Office, CRM tools (Deal Cloud or Salesforce preferred), and collaboration software (Notion, Slack, etc.).
Comfortable managing multiple priorities in a fast-paced, professional environment.
Seniority Level Associate
Employment Type Full-time
Job Function Administrative
Industries Venture Capital and Private Equity Principals
#J-18808-Ljbffr