Associate Director, Investor Relations

Your Role

Your Responsibilities

Investor Relations & CRM Leadership

Own the CRM (Dynamo) as the source of truth for all investor, prospect, and portfolio company data.

Manage fundraising pipelines for the Opportunities and Ventures funds, ensuring accuracy, timely updates, and visibility for senior leadership.

Oversee the monthly import and reconciliation of fund balances and transactions from fund administrators (e.g., HedgeServ).

Maintain high-quality investor records, including firm, contact, and opportunity-level data.

Track investor touchpoints, meeting notes, next steps, and event participation to support data-driven IR strategy.

Generate recurring and ad-hoc reports for IR, Finance, Legal, and Investment teams.

Data Rooms & Investor Documentation

Lead the setup, organization, and ongoing management of data rooms for fundraising and investor reporting.

Ensure all materials are uploaded, archived, and version-controlled across funds.

Manage investor access, onboarding, and permissions.

Maintain and update data room home pages and folder structures to support LP usability.

 

Fundraising Strategy & Execution

Maintain an accurate, real-time view of the fundraising pipeline; prepare pipeline summaries and insights for leadership.

Join select investor meetings to support content updates, pitchbook revisions, and follow-up execution.

Triage LP requests, coordinating responses across Finance, Legal, and the Investment Team.

Partner with senior IR leadership on DDQs, RFPs, questionnaires, and diligence materials.

Collaborate on drafting and updating Venture fundraising collateral and data room content.

Support the design and execution of fundraising roadshows for Opps and Ventures, including coordinating outreach, materials, schedules, and follow-ups.

Manage relationship with European placement agents to support international investor pipeline development.

Assist with investor onboarding:

• Opportunities Fund: coordinate between LPs and fund admin to ensure smooth onboarding.
• Venture Fund: support development of an online sub-document process and manage LP workflow.

 

Marketing Materials & Communications

• Manage the creation, updating, formatting, and review process for all investor-facing materials, including:
  • Pitchbooks
  • Investor-specific presentations
  • Monthly Tear Sheets
  • Quarterly Letters
  • Webinar and Annual Meeting decks
  • Press releases and conference materials
  • Ensure all materials meet compliance standards, include required disclosures, and are properly logged and archived.
  • Oversee website updates, including team pages, portfolio company listings, press releases, and compliance-driven disclosures.
  • Partner with external developers on site enhancements and potential rebrand initiatives.
  • Manage the firm’s LinkedIn presence, coordinating with Compliance and supporting content development.

  Event Management

  • Firm Events
    • Lead logistics and material creation for the Annual LP Meeting and other major investor events.
    • Plan and execute webinars, including branding, registration, speaker coordination, and post-event follow-up.
    • Manage hybrid event setups and vendor relationships to ensure secure and seamless participation.
    • Industry & Consortium Events
    • Maintain event materials, communications, contact lists, and timelines.

Your Background and Qualifications

8-10 years of experience in investor relations, venture capital, private equity, or fund operations, with increasing scope and ownership.

Advanced CRM expertise, including system optimization, workflow creation, and data governance; Dynamo experience strongly preferred.

Deep knowledge of fundraising strategy, LP engagement, due diligence processes, and investor onboarding frameworks.

Demonstrated ability to lead complex, cross-functional initiatives across Finance, Legal, Operations, and external partners.

Exceptional organizational and program management skills, with the ability to build scalable processes and manage competing priorities.

Sophisticated communication skills—capable of delivering clear, compelling materials and presenting effectively to internal leadership and external LPs.

Experience overseeing compliance-reviewed, investor-facing materials, quarterly reporting, and capital activity communications.

Proven ability to represent the firm with credibility in investor meetings, diligence discussions, and strategic partnership conversations.

High technical proficiency across CRM systems, Excel/modeling for IR needs, data rooms, Zoom, CMS platforms, and professional communication tools; comfortable evaluating and improving toolsets.