About this opportunity
Coda Search│Staffing lists this IR Operations Associate - Private Equity opportunity in jersey city, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Our client, a multi-billion dollar private equity firm, is seeking an Investor Relations Operations Associate to join their Capital Formation team. This is a high-visibility seat at the center of the firm's fundraising engine, where you will partner closely with senior leadership and engage directly with high-net-worth investors and institutional partners.
Key Responsibilities
Maintain accurate and complete investor records in the firm's CRM, including correspondence, meeting notes, and follow-up items
Prepare reporting and analytics to support pipeline management and investor oversight
Coordinate investor engagements, including update calls, meetings, and site visits
Draft and edit investor communications and correspondence
Support capital raising initiatives and investor events
Manage logistics and preparation for internal and external meetings
Document meeting outcomes and track action items to completion
Manage a complex, multi-time-zone calendar and prioritize based on strategic importance
Coordinate domestic and international travel, including detailed itineraries
Prepare briefing materials, agendas, and presentations for key engagements
Review and prioritize incoming communications, responding directly where appropriate
Administer expense reports, reimbursements, and ongoing budget tracking
Qualifications
2-5 years of experience in investor relations, fund operations, or financial services
Recent experience in client services or fundraising support
Experience using AI tools to automate workflows
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Worksite address
jersey city, NJ, 07390, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.