Investor Relations Associate

Company Overview:

A leading wealth management firm with a focus on client service and comprehensive financial planning is seeking an Associate for Investor Relations in their Chicago office. The role supports the firm's private equity and real estate fund-of-funds platform, serving as a central resource for the team.

Job Responsibilities:

• Communicate professionally with investors, custodians, fund administrators, and fund managers verbally and in writing
• Distribute investment updates, quarterly investor letters, capital account statements, and marketing materials
• Assist in the creation and review of presentations, investment summaries, and fund performance updates
• Host and manage investor webinars
• Assist with planning and execution of investor events, including the Annual General Meeting
• Support the investor process from post-subscription through the full investment lifecycle
• Serve as a primary point of contact for private fund matters
• Coordinate all aspects of private fund onboarding, including paperwork and compliance
• Monitor the electronic subscription platform and assist investors throughout the subscription process
• Review subscription agreements for new investments
• Manage post-close processes and coordinate returns of capital
• Serve as a liaison between investors, the fund, accounting, custodians, and fund administrators
• Work with accounting and fund administrators to manage investor allocations and fee arrangements
• Organize, maintain, and file all investor- and fund-related documentation
• Maintain and enforce marketing policies and procedures
• Assist in the management and maintenance of the investor CRM, investor portal, and data room
• Input and maintain industry and deal team contacts in the CRM
• Follow compliance policies and procedures related to client requests
• Coordinate with the Private Funds team on alternative investment subscriptions and redemptions
  
  

Qualifications:

• Bachelor's degree required
• Minimum of 2 years of relevant work experience in private equity, real estate, private credit, alternative investments, or fund administration
• General accounting knowledge and familiarity with private equity valuation fundamentals
• Proficiency in Microsoft Office Suite (especially PowerPoint and Excel) and Adobe; Salesforce CRM experience preferred
  
  

Compensation: Salary: $80,000 – $90,000, Plus Bonus

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