Addition Management
Client Services Associate, Private Equity
Client Services Associate, Private Equity
Get AI-powered advice on this job and more exclusive features. This range is provided by Addition Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$110,000.00/yr - $140,000.00/yr Direct message the job poster from Addition Management Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team ! Key Responsibilities: CRM Management Maintain and update investor records, contact details, and activity logs in the firm’s CRM system (Dynamo), ensuring accuracy and consistency. Track all investor interactions, requests, and key deadlines to support effective relationship management. Assist in completing standard due diligence questionnaires and requests for proposals. Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments. Maintain the RFP response library and templates to ensure up-to-date, high-quality materials. Email Inbox Management Monitor the general Investor Relations email inbox and triage incoming messages. Draft and send timely, accurate, and professional responses to routine investor inquiries. Log all relevant correspondence and follow-ups in the CRM. Support the administrative process for investor transfers and wire updates. Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance. Meetings, Events & Presentation Support Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel. Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events. Qualifications: Bachelor's degree in Finance, Business, Communications, or a related field. 1–3 years of relevant experience in investor relations, client services, RFP writing, or financial operations. Knowledge of asset management, private equity, or alternative investments is preferred. Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus. Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Business Development and Finance Industries Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at Addition Management by 2x Get notified about new Client Services Associate jobs in
New York, NY . New York, NY $62,000.00-$67,000.00 3 hours ago New York, NY $65,000.00-$110,000.00 2 weeks ago New York, NY $55,000.00-$85,000.00 5 days ago New York, NY $68,000.00-$75,000.00 1 week ago New York, NY $95,000.00-$115,000.00 5 days ago New York, NY $45,000.00-$50,000.00 3 weeks ago Rochelle Park, NJ $45,000.00-$65,000.00 3 days ago New York, NY $35,000.00-$85,000.00 5 days ago New York, NY $92,933.00-$132,762.00 3 days ago Client Services and Data Associate - Bronx
Bronx, NY $49,980.00-$65,310.44 3 weeks ago New York, NY $80,000.00-$90,000.00 1 week ago New York, NY $55,000.00-$60,000.00 1 week ago New York, NY $80,000.00-$95,000.00 1 week ago New York, NY $80,000.00-$90,000.00 6 days ago New York, NY $46,002.00-$51,178.00 2 weeks ago New York, NY $50,000.00-$70,000.00 2 weeks ago OVER-THE-COUNTER (OTC) SITE INFORMATION CLERK
Agent Experience Coordinator (Williamsburg)
New York, NY $75,000.00-$90,000.00 3 weeks ago New York, NY $100,000.00-$140,000.00 1 month ago New York, NY $35,000.00-$85,000.00 2 weeks ago New York City Metropolitan Area $30.00-$40.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Client Services Associate, Private Equity
Get AI-powered advice on this job and more exclusive features. This range is provided by Addition Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$110,000.00/yr - $140,000.00/yr Direct message the job poster from Addition Management Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team ! Key Responsibilities: CRM Management Maintain and update investor records, contact details, and activity logs in the firm’s CRM system (Dynamo), ensuring accuracy and consistency. Track all investor interactions, requests, and key deadlines to support effective relationship management. Assist in completing standard due diligence questionnaires and requests for proposals. Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments. Maintain the RFP response library and templates to ensure up-to-date, high-quality materials. Email Inbox Management Monitor the general Investor Relations email inbox and triage incoming messages. Draft and send timely, accurate, and professional responses to routine investor inquiries. Log all relevant correspondence and follow-ups in the CRM. Support the administrative process for investor transfers and wire updates. Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance. Meetings, Events & Presentation Support Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel. Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events. Qualifications: Bachelor's degree in Finance, Business, Communications, or a related field. 1–3 years of relevant experience in investor relations, client services, RFP writing, or financial operations. Knowledge of asset management, private equity, or alternative investments is preferred. Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus. Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Business Development and Finance Industries Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at Addition Management by 2x Get notified about new Client Services Associate jobs in
New York, NY . New York, NY $62,000.00-$67,000.00 3 hours ago New York, NY $65,000.00-$110,000.00 2 weeks ago New York, NY $55,000.00-$85,000.00 5 days ago New York, NY $68,000.00-$75,000.00 1 week ago New York, NY $95,000.00-$115,000.00 5 days ago New York, NY $45,000.00-$50,000.00 3 weeks ago Rochelle Park, NJ $45,000.00-$65,000.00 3 days ago New York, NY $35,000.00-$85,000.00 5 days ago New York, NY $92,933.00-$132,762.00 3 days ago Client Services and Data Associate - Bronx
Bronx, NY $49,980.00-$65,310.44 3 weeks ago New York, NY $80,000.00-$90,000.00 1 week ago New York, NY $55,000.00-$60,000.00 1 week ago New York, NY $80,000.00-$95,000.00 1 week ago New York, NY $80,000.00-$90,000.00 6 days ago New York, NY $46,002.00-$51,178.00 2 weeks ago New York, NY $50,000.00-$70,000.00 2 weeks ago OVER-THE-COUNTER (OTC) SITE INFORMATION CLERK
Agent Experience Coordinator (Williamsburg)
New York, NY $75,000.00-$90,000.00 3 weeks ago New York, NY $100,000.00-$140,000.00 1 month ago New York, NY $35,000.00-$85,000.00 2 weeks ago New York City Metropolitan Area $30.00-$40.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr