What are the responsibilities and job description for the Investor Relations Operations Associate position at Confidential?
The Investor Relations Operations Associate, based in New York City and reporting to the Head of Investor Relations & Marketing, plays a key role in supporting investor servicing and operational processes. This position is responsible for overseeing the fund administrator’s investor relations function, processing all investor activity including subscriptions and redemptions, and leading the month-end close process through detailed review of statements, wire confirmations, and asset summaries. The role also includes maintaining accurate investor data within CRM systems, managing content and access for internal and external investor portals, and assisting with regulatory reporting. Additionally, the Associate will contribute to cross-functional projects such as compliance initiatives, new product launches, and client reporting enhancements. The ideal candidate brings 3–5 years of relevant experience, strong analytical and organizational skills, advanced Excel proficiency, and the ability to operate with precision in a fast-paced, deadline-driven environment while collaborating effectively across teams.
Salary : $100,000 - $140,000