The Investor Relations Administrator is responsible for the day-to-day execution and organization of our investor servicing and administrative workflows.

This role is highly operational and process-driven, ensuring that investor communications, reporting, subscription processes, and CRM data are accurate, timely, and well-organized. This position is primarily administrative to support capital raising and relationship management efforts and may also be client-facing from time to time.

Key Responsibilities:

Investor Communications & Administration

· Monitor and respond to the firm’s dedicated investor relations email inbox in a timely and professional manner.

· Coordinate routine investor communications, including distribution notices, document requests, and general inquiries.

· Support preparation and distribution of quarterly investor reports and updates.

· Maintain organized digital files for investor documentation and correspondence.

Subscriptions & Investor Onboarding

· Coordinate subscription agreements and investor onboarding materials.

· Track receipt, completeness, and accuracy of subscription documents.

· Liaise with internal teams and external service providers to ensure smooth onboarding and funding processes.

· Maintain clear status tracking of active and pending investors for each offering.

CRM & Investor Data Management

· Maintain accurate investor records within CRM systems (e.g., HubSpot) and investor portals (e.g., Agora).

· Update investor lists, contact details, capital commitments, and activity logs.

· Ensure data integrity across systems and assist in generating internal reports as needed.

Process & Operations Support

· Support documentation and improvement of investor-related processes and workflows.

· Assist senior IR and finance leadership with administrative tasks related to investor servicing.

· Coordinate internal handoffs between IR, finance, acquisitions, and legal as needed.

· Support ad-hoc investor operations tasks as the firm scales.

· Utilize AI and automation tools to streamline investor operations and communications, improve efficiency, reduce manual work, and enhance accuracy across CRM management, reporting, and subscription workflows.

Success Indicators

· Prompt, accurate responses to investor inquiries

· Regular and top-tier communication cadence with investors

· Error-free subscription and onboarding processes

· Clean, up-to-date CRM and investor records

· Smooth coordination between investors, internal teams, and external providers

· Reduced administrative burden on senior IR and finance leadership

· Bachelor’s degree in Business, Finance, Administration, or a related field is ideal

· 2–5 years’ experience in investor operations, financial administration, or client services

· Fluent English and a strong background in administration

· Strong attention to detail and organizational skills

· Professional written and verbal communication skills

· Comfort working with CRM systems, investor portals, and Microsoft 365

· Ability to work independently, manage multiple tasks, and meet deadlines

· High level of integrity, discretion, and reliability

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