Investor Relations Associate
Office Based
We are looking for a motivated, detail-oriented Investor Relations Associate to help grow and manage a private investor client base. This role focuses on capital raising, investor communication, and relationship management.
The role
- Serve as main contact for investor queries (email, phone, Teams)
- Maintain strong relationships with investors and intermediaries
- Support investor engagement via updates and reporting
- Manage onboarding client checks, registration documentation, allocations, and CRM systems
- Assist in capital raising campaigns, outbound engagement, materials preparation, and event organisation
- Track investor activity, inflows, redemptions, pipeline, and provide internal reporting
- Identify opportunities for process improvement and support new products and acquisition strategies
Key Skills & Experience
- 1-3 years' experience in financial services, sales, or client-facing roles
- Excellent written and verbal communication
- Highly organised, attentive to detail, comfortable with HNW individuals
- Commercial mindset, interest in investments and markets
- Proficient in Microsoft Office and CRM systems
- Investor relations/private banking experience, knowledge of alternative investments, FCA compliance, CRM platforms (Zoho/Salesforce)
