What are the responsibilities and job description for the Investor Relations Associate position at WhiteCap Search?
Our client is seeking an Investor Relations Associate to join their Investor Relations team in a hybrid role based in New York. You will serve as a key point of contact for both internal and external stakeholders, helping to ensure smooth workflows and accurate reporting within the Investor Relations function. This role offers a unique opportunity to work alongside and learn from highly experienced team members, with a strong emphasis on continuous learning and professional development.
Job Function
40112
Job Function
- Oversee preparation, review, and delivery of investor materials and reports (monthly, quarterly, annual), manage investor data rooms, and support due diligence processes.
- Participate in investor meetings and drive follow-up communications to strengthen relationships.
- Serve as a primary contact for investor inquiries and requests, coordinating internally to provide timely, accurate responses.
- Support the development of meeting materials, maintain investor databases and the transaction pipeline, assist with due diligence reporting, and contribute to ongoing IR reporting and market trend analysis.
- Provide leverage with investor onboarding and subscription processes as needed.
- Collaborate with senior leadership on special projects and initiatives.
- 1-6 years of experience in a client-facing role (investor relations, sales, etc.).
- Bachelor’s degree in a relevant field (finance, economics, statistics, etc.).
- Familiarity with databases and reporting tools is a plus.
40112
Salary : $100,000 - $175,000