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IR Assistant at Midtown PE firm

  • New York, New York

Our client, a growing private equity firm, is seeking a polished, proactive, and highly organized IR Assistant 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.

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.

RESPONSIBILITIES

  • Provide comprehensive administrative and operational support to 3 Managing Directors and 1–2 Associates on the Investor Relations team

  • Manage complex calendars, coordinate internal and external meetings, and prioritize conflicting appointments

  • Maintain and update Salesforce, including investor contacts, meeting notes, biographies, activity records, and other relevant information

  • Assist with tracking fundraising activity, investor pipelines, prospective opportunities, and ongoing relationship management

  • Monitor outstanding action items and follow-ups, ensuring important deadlines, communications, and next steps are appropriately tracked and completed

  • Support the Investor Relations team throughout the fundraising lifecycle by maintaining accurate data, organizing information, and coordinating related projects

  • Assist with preparing, organizing, and maintaining investor materials, meeting documents, reports, and other relevant information

  • Coordinate conference calls, prepare meeting materials, and arrange conference room logistics

  • Arrange domestic and international travel, including flights, hotels, ground transportation, and reservations

  • Prepare and process monthly travel and expense reports

  • Assist with investor meetings, firm events, and other team-related initiatives

  • Work closely with the broader team to improve administrative processes, CRM organization, and overall operational efficiency

  • Handle confidential investor, financial, and company information with the highest level of discretion

  • Provide additional administrative and project support as needed

REQUIREMENTS

  • 2+ years of administrative, Investor Relations, sales support, or related experience within a professional corporate environment

  • Prior experience within private equity, investment management, financial services, or another fast-paced, client-facing environment strongly preferred

  • Experience with Salesforce or a similar CRM system, including data entry, contact management, activity tracking, and maintaining accurate records

  • Familiarity with pipeline tracking, project coordination, and managing follow-up items; understanding of the sales or fundraising lifecycle is highly desirable

  • Exceptional organizational skills and ability to manage multiple priorities and deadlines simultaneously

  • Strong attention to detail, particularly when maintaining data, preparing materials, and tracking important information

  • Excellent written and verbal communication skills with a polished, professional demeanor

  • Proactive, resourceful, and comfortable taking ownership of responsibilities with minimal oversight

  • Ability to anticipate team needs, follow through on outstanding items, and ensure nothing falls through the cracks

  • Strong interpersonal skills and ability to work effectively with senior executives and colleagues across the organization

  • Proficiency in Microsoft Office, including Outlook, Word, PowerPoint, and Excel

  • Ability to handle sensitive information with discretion and confidentiality

  • Bachelor's Degree required

SALARY

Up to $125K base + discretionary bonus + excellent benefits, including fully paid benefits, 401(k) match, and additional perks.

HOURS

Monday–Friday, approximately 8:30/9:00 AM–5:00/5:30 PM, with flexibility for earlier or later meetings.

5 days per week onsite.




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