Investor Relations Associate

Company: Investment Advisory Firm – Private Markets - RIA, Family Office, Wealth Management Role: Investor Relations & Client Operations Associate Salary: $90,000 - $120,000/annually

Location: Philadelphia, PA (Hybrid – 3 days a week in office)

About the Role: Our client, a growing investment advisory firm in the private market space, is seeking an Investor Relations & Client Operations Associate to support investor servicing, onboarding, fundraising support, and operational activities across a growing investment platform. This role will serve as a key point of coordination between investors, financial intermediaries, service providers, and internal teams, helping ensure a seamless client experience throughout the investment lifecycle.

The ideal candidate will combine strong relationship management skills with operational expertise and a deep attention to detail. This individual should be comfortable managing multiple priorities while supporting investor communications, account administration, reporting processes, and fund operations.

This role is ideal for candidates with experience in investor relations, private wealth operations, fund administration, client service, family office operations, or investment operations who are seeking broader exposure within a growing investment platform. Must have experience within the private markets.

Responsibilities

• Support investor onboarding and account setup processes, including documentation collection, due diligence reviews, and account maintenance
• Serve as a primary point of contact for investors, advisors, intermediaries, and other external stakeholders regarding operational and servicing requests
• Coordinate investor communications, reporting distribution, and ongoing servicing activities
• Assist with fundraising efforts by supporting due diligence requests, data management, investor materials, and prospective investor inquiries
• Facilitate transfers, account updates, ownership changes, and other investor-related transactions
• Support capital activity workflows, including contributions, distributions, transaction processing, and investor notifications
• Maintain accurate records within CRM platforms, investor databases, and internal reporting systems
• Coordinate with custodians, administrators, service providers, and other external partners to ensure timely and accurate execution of operational activities
• Assist with preparation and delivery of quarterly, annual, and ad hoc reporting packages
• Partner with internal investment, finance, compliance, and operations teams to support business initiatives and ensure data accuracy
• Identify opportunities to improve investor servicing processes, reporting workflows, and operational controls
• Participate in special projects and operational enhancements as the organization continues to grow

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field preferred
• 2-5 years of experience in investor relations, client service, investment operations, wealth management operations, fund administration, or related financial services roles
• Familiarity with investment products, private markets, alternative investments, or asset management operations
• Experience supporting investor onboarding, account administration, reporting, or operational workflows
• Strong organizational and project management skills with exceptional attention to detail
• Experience working with CRM systems, client reporting platforms, or operational databases
• Ability to manage multiple priorities while maintaining a high level of accuracy
• Strong written and verbal communication skills
• Proficiency with Excel and standard business applications

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.