New York

Investor Relations Associate


  • Assist the Investor Relations & Client Solutions team with delivering first class service to investors and prospects
  • Coordinate regular update meetings and calls with select current investors
  • Spearhead preparation of client operational due diligence requests and meetings in addition to firmwide documents
  • Work closely with team members and develop relationships across departments to complete standardized and ad hoc reporting
  • Assist with the preparation of regulatory filings and board meeting materials
  • Help oversee the relationship with Capstone’s third-party administrator while reviewing and tracking documentation for subscriptions, redemptions, and transfers
  • Monitor investor capital activity and provide frequent updates to senior management
  • Develop strong product, strategy and industry knowledge


Desirable Candidates

  • Bachelor’s degree with at least 2-4 years of financial services experience at a hedge fund or fund administrator preferred
  • Strong Computer / Analytical skills. CRM experience preferred
  • Motivated and proactive.  Able to work independently within a team
  • Strong interpersonal skills and a team player
  • Extremely organized and detail-oriented
  • Ability to multitask and prioritize among many time-sensitive demands


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