Boston, MA | Hybrid (3 Days In-Office) | $88K-$98K Total Compensation
Private Equity & Investment Management | Investor Relations Operations & Marketing | Salesforce, CRM & Event Coordination
A leading global private investment firm is hiring an Investor Relations Associate to join its Boston-based Investor Relations Marketing & Operations team. This is an excellent opportunity for an early-career professional with experience in administrative coordination, marketing operations, event planning, or client services who wants to build a career within private equity and alternative investments.
The Associate will support the operations behind a global Investor Relations function, helping coordinate investor communications, fund launches, marketing campaigns, and events. Responsibilities include maintaining investor contact information in Salesforce, managing distribution lists and email communications, coordinating investor meetings and webinars, and supporting the execution of large-scale investor events.
The position offers excellent visibility across a global investment platform, working closely with Investor Relations professionals, senior leadership, and internal business partners. The team is collaborative and highly regarded, with a strong emphasis on professional development and internal career growth. This is a great opportunity for someone who enjoys organization, technology, communications, and event coordination and wants to develop specialized experience within the investment management industry.
Responsibilities:
- Investor Relations Support: Support daily operations, including monitoring shared inboxes, responding to inquiries, and coordinating internal and external communications
- CRM & Data Management: Maintain and update investor contact information, mailing lists, and CRM records in Salesforce, ensuring data accuracy and consistency
- Marketing Communications: Coordinate investor communications, including fund launch announcements, investor updates, invitations, and other email distributions
- IR Systems: Utilize CRM and event management platforms to manage event invitations, registration lists, investor communications, and event websites
- Investor Events & Webinars: Assist with planning and executing investor meetings, annual conferences, webinars, diligence days, and other events
- Event Logistics: Coordinate invitations, RSVPs, scheduling, meeting materials, attendee lists, and onsite event support
- Cross-Functional Collaboration: Partner with Investor Relations and Marketing teams to prepare customized investor communications, meeting agendas, and supporting materials
- Investor Access & Records: Help manage investor access to online diligence materials and maintain accurate investor records
- Process Improvement: Support ongoing CRM improvements, process documentation, and operational initiatives to improve efficiency and the investor experience
- Global Team Support: Collaborate with colleagues across multiple investment teams and international offices to support investor-facing activities
Qualifications:
- 1-2 years of experience in an administrative, department coordinator, marketing operations, event coordination, client services, or similar support role
- Experience within financial services, investment management, private equity, asset management, banking, or professional services is preferred
- Experience with Salesforce or another CRM platform is preferred; familiarity with Swoogo or other event management software is a plus
- Strong Microsoft Excel skills, including experience working with large datasets, contact lists, and pivot tables
- Excellent organizational skills, attention to detail, and ability to manage multiple deadlines and competing priorities
- Comfortable coordinating projects, supporting events, and working collaboratively with different teams
- Bachelor's degree required; project coordination or project management experience preferred
