Overview
Investor Relations Assistant Jobs in New York City Metropolitan Area at Green Key Resources
Title: Investor Relations Assistant
Company: Green Key Resources
Location: New York City Metropolitan Area
Financial services firm seeks an Investor Relations Assistant to join their team. Must have 5+ years of experience in IR/client services within the finance industry.
Salary range: 100k – 120k base
Fully onsite Monday – Friday
Responsibilities:
- Provide administrative support to the Investor Relations team, including calendar management, scheduling meetings, and coordinating travel arrangements.
- Coordinate logistics for investor meetings, conference calls, webinars, and firm events, including preparing agendas and materials.
- Prepare, format, proofread, and distribute investor presentations, reports, and correspondence.
- Maintain and update investor contact lists, CRM databases, and electronic filing systems to ensure accurate records.
- Track incoming investor requests and follow up with internal teams to ensure timely responses.
- Assist with investor onboarding by collecting and organizing required documentation.
- Monitor schedules and maintain calendars of key investor deliverables and deadlines.
- Manage team expense reports, invoices, and other departmental administrative tasks.
- Organize and maintain electronic and hard-copy files related to investor communications and documentation.
- Support special projects and other tasks as assigned.
Requirements:
- Bachelor's degree required.
- 5+ years of experience within investor relations, client services & executive support.
- Exceptional organizational and time management skills with strong attention to detail.
- Excellent interpersonal, written, and verbal communication skills.
- Advanced proficiency in Microsoft Office, particularly Outlook, Word, PowerPoint, and Excel.
- Ability to handle sensitive information with discretion and maintain a high level of professionalism.
- Strong follow-up skills and the ability to manage multiple tasks in a deadline-driven environment.