Demo

Investor Relations/Operations Associate

ATW Partners
New York, NY Full Time
POSTED ON 1/27/2025
AVAILABLE BEFORE 4/28/2025

About Us

Founded in 2016, ATW Partners is a New York-based investment advisor managing a family of hybrid private equity / venture capital funds. We invest in innovative companies across public and private markets, operating with a sector-agnostic mandate to partner with businesses undergoing transformational growth.

Our team includes serial entrepreneurs with deep expertise in building, managing, operating, and investing in businesses across multiple industries, sectors, and geographies. For more information, visit https : / / atwpartners.com.

Position Summary

We are seeking a highly organized and resourceful Investor Relations / Operations Associate to join our team. Based in New York, this role supports the day-to-day operations of the Investor Relations (IR) department. This is a critical position that combines in-person collaboration with the flexibility to ensure smooth IR operations regardless of location.

Key Responsibilities

Investor Relations

  • Act as a central point of contact for investors, responding promptly and professionally to inquiries and requests.
  • Prepare and distribute regular investor communications, including performance updates, reports, and correspondence.
  • Assist in the creation of investor-facing materials such as pitch decks, fact sheets, and quarterly updates.
  • Assist investors in AML KYC Requirements making it a smooth onboarding process
  • Maintain and update the CRM system, ensuring accurate and current tracking of investor data and interactions.
  • Coordinate logistics for investor meetings, events, and presentations, including scheduling and follow-ups.

Lead Sourcing and Pipeline Management

  • Manage the investor pipeline and provide updates to ensure accurate tracking and reporting of opportunities.
  • Conduct market research and compile summaries on potential investors and what other peers are doing.
  • Operational Support

  • Provide remote operational support to the Head of Investor Relations while they are traveling, including calendar management, meeting preparation, and follow-ups.
  • Ensure smooth coordination between internal teams and investors.
  • Assist with day-to-day administrative tasks to enhance the efficiency of the Investor Relations team.
  • Qualifications

  • Education : Bachelor’s degree in finance, business administration, or a related field.
  • Experience : 2 years in investor relations, investment banking, sales and trading, operations, or a related role within private equity, venture capital, or financial services.
  • Skills :
  • oExceptional written and verbal communication skills.

    oStrong organizational and multitasking abilities with excellent attention to detail.

    oAbility to work both independently and collaboratively in a dynamic environment.

    oHigh level of professionalism and discretion in handling sensitive information.

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