Investor Relations Specialist

Position – Investor Services Associate

Location: Rowayton, CT (on-site, Monday–Friday)

Salary Range: $120,000–$165,000 (plus discretionary bonus and benefits)

Key Responsibilities:

• Manage investor operational due diligence, including DDQs, custom questionnaires, and follow-up queries.
• Coordinate responses and materials from internal teams to ensure accurate and timely deliverables.
• Maintain investor-facing documents, operational materials, and standard templates.
• Support existing investor relationships and assist with new investor engagements.
• Prepare and follow up on meetings, including customized materials and internal briefings.
• Maintain investor data and diligence records in the CRM system.
• Attend investor meetings and calls as needed.
• Proactively suggest improvements to team processes and client service practices.

Requirements:

• Bachelor’s degree.
• 5–10 years of relevant experience in alternative investments, ideally at a hedge fund.
• Knowledge of hedge fund structures, operations, and institutional due diligence.
• Proactive, resourceful, and able to take ownership.
• Strong collaboration, communication, organizational, and project management skills.
• Proficiency in Microsoft Office and CRM systems.
• (Preferred) Prior operational due diligence or client service experience at a hedge fund.
• Series 3 license required after joining.

Compensation & Benefits:

• Base salary $120,000–$165,000, with discretionary annual bonus.
• Comprehensive benefits including medical and life insurance, 401(k), and additional healthcare programs.