What are the responsibilities and job description for the Investor Relations & Roadshow Coordinator position at Joss Search?
THE CLIENT
Our client, a globally recognized investment firm, is known for its high-performing, collaborative culture and commitment to integrity, professionalism, and thoughtful growth. The firm’s New York office is a dynamic environment where team members are valued and supported. This is a fantastic opportunity to join a well-established organization in a front-facing role that offers visibility, variety, and room to grow.
THE ROLE
The firm is seeking a polished and highly organized Investor Relations Coordinator to support the execution of investor engagement activities and serve as a key liaison between the company and the investment community. This role is ideal for someone who thrives in a fast-paced environment, enjoys managing complex logistics, and is passionate about delivering high-quality investor experiences.
The Investor Relations Coordinator will work closely with the Investor Relations team, senior leadership, and external stakeholders to ensure seamless planning and delivery of roadshows, investor events, and communications.
Key responsibilities include, but are not limited to:
Planning and coordinating investor roadshows across multiple geographies
Reaching out to and liaising directly with institutional investors and analysts
Extensive Calendar management for senior executives and investor meetings
Booking travel, scheduling meetings, preparing detailed itineraries, and creating comprehensive meeting prep
Tracking investor interactions and meetings using CRM systems
Organizing investor-related events including biannual investor calls, networking dinners, and the AGM
Researching and compiling background information and briefing materials for investor meetings
Monitoring and distributing relevant private equity news and market updates
Acting as the point of contact throughout each roadshow, ensuring smooth execution
Creating marketing materials, pitch books, and investor presentations
THE CANDIDATE
The ideal candidate is polished, personable, and highly detail-oriented, with a strong sense of ownership and the ability to manage multiple priorities. They bring 6 years of experience in investor relations coordination, with a proven track record of delivering exceptional investor experiences and supporting senior leadership with precision and professionalism.
Key qualifications include:
Bachelor’s degree in Finance, Communications, Business, or a related field
6 years of experience in investor relations, or corporate communications
Exceptional organizational and project management skills
Strong written and verbal communication abilities
Proficiency in Microsoft Office Suite; familiarity with CRM tools and design platforms is a plus
Professional demeanor and ability to handle confidential information with discretion
THE COMP/BENEFITS
Full-time, on-site role
Base salary: $140k discretionary bonus
Excellent benefits package
Joss Search is proud to be an Equal Opportunity employer, passionately supporting and promoting equality, diversity and inclusion. We are committed to building an inclusive culture, respecting our individual differences and bringing our community together
Salary : $140,000
