Investment & Investor Relations Associate

Our client is seeking an Investment & Investor Relations Associate to support the firm’s investment operations and investor relations efforts. This role is ideal for a highly organized, detail-oriented professional eager to gain hands-on experience in early-stage venture capital.

The Associate will work closely with senior team members across fund operations, investor relations, and portfolio management to help scale the firm’s platform, support fundraising efforts, and enhance engagement with LPs and founders. The ideal candidate has a proactive mindset, strong analytical skills, and a passion for early-stage investing and venture operations.

This position offers the opportunity to build foundational expertise in fund administration, investor engagement, and portfolio management while contributing to a fast-growing venture platform focused on backing transformative founders.

Key Responsibilities:

Investment Operations & Portfolio Management

• Maintain and manage the firm’s Schedule of Investments (SOI).
• Oversee fund models, ensuring clear visibility into capital deployment, reserves management, and portfolio trends.
• Organize and maintain investment records, ensuring all key documents (e.g., term sheets, cap tables, legal agreements) are properly stored.
• Track and update portfolio company performance data, collaborating with founders and external stakeholders to monitor key financial and operational metrics.
• Assist in quarterly valuation and investment review processes, preparing data and reports for internal and external stakeholders.
• Support deal execution, including coordinating closing documentation, compliance checks, and post-investment reporting.
• Liaise with auditors, tax advisors, and fund administrators to ensure smooth financial reporting, tax compliance, and fund operations.

Investor Relations & Fundraising Support

• Manage investor interactions, maintaining the firm’s CRM (Affinity) to ensure accurate tracking of LP communications and fundraising pipeline.
• Coordinate investor onboarding processes, including handling subscription documents, side letters, and fund closing logistics.
• Assist in the preparation of investor materials, such as pitch decks, quarterly LP updates, and due diligence responses.
• Support event planning and logistics for LP meetings, investor webinars, and ecosystem events.
• Collaborate with senior team members to implement best practices for investor engagement, ensuring effective communication with LPs.

Qualifications & Skills:

• 1-3 years of experience in venture capital, private equity, investment banking, fund administration, or a related finance or startup operations role.
• Strong analytical, organizational, and project management skills, with excellent attention to detail.
• Exceptional written and verbal communication skills, with the ability to distill complex topics into clear, compelling narratives.
• Proficiency in Microsoft Excel, PowerPoint, and CRM/database tools (Affinity, Salesforce, or similar).
• Experience working with auditors, tax advisors, or fund administrators is a plus.
• Ability to thrive in a fast-paced, entrepreneurial environment and manage multiple priorities.
• Familiarity with venture capital fund structures, early-stage investing, and startup ecosystems is a plus.