Investor Relations Coordinator

Position Title: Investor Relations Coordinator Location: On-premises in either Dallas, TX, or St. Louis, MO Reports To: Managing Director & Head of Investor Relations Compensation: Total comp (base target bonus) of $120-135k in Dallas or $100-115k in St. Louis with carry eligibility. About the Firm: We are a fast-growing, lower middle-market asset manager rooted in Midwestern values and committed to building strong partnerships. Our Investor Relations (IR) team is responsible for supporting all marketing, branding, and fundraising activities for the firm. This includes engagement with current and prospective investors, preparation of marketing collateral, and overall client relationship management. Role Summary: The Coordinator will play a critical role in administrative support, process management, and logistical coordination, ensuring the seamless execution of all activities related to fundraising, client relations, marketing, and operations. The role requires a proactive, organized, and detail-oriented individual with a passion for process improvement and client service excellence. Key Responsibilities: DealCloud CRM Management Maintain accurate client and investor records, including correspondence, meeting notes, and follow-up tasks. Add new contacts and ensure data accuracy, including addresses and company information. Proactively create follow-up tasks for interactions, assigning them to team members with appropriate deadlines. Regularly clean and update the CRM to ensure data integrity and optimize workflows. Generate and analyze reports, providing actionable insights on investor activity and engagement. Become a DealCloud expert, identifying and implementing improvements to create a best-in-class system. Process Management & Administrative Support Schedule meetings and coordinate calendars for the IR team, including proactive conflict resolution. Coordinate logistics for investor meetings and roadshows, including booking travel, arranging venues, and preparing itineraries and briefing documents. Ensure seamless execution of in-office meetings, including greeting guests (if applicable), coordinating materials, and arranging catering as needed. Support compliance-related processes by managing investor documentation and liaising with legal counsel during closing processes (as needed). Assist with creation and updates of marketing and investor materials, ensuring accessibility and alignment with branding guidelines. Work with design tools (e.g., Canva) and platforms (e.g., Mailchimp) to create and distribute communications. Draft and send follow-up communications, including thank-you emails and responses to investor inquiries (as appropriate). Investor Relations & Marketing Support Maintain comprehensive records of investor interactions and deliverables, ensuring timely follow-up and task completion. Assist with the preparation and distribution of marketing collateral, such as pitchbooks, RFP responses, and investor letters (as appropriate). Manage and update email distribution lists for investor announcements, holiday mailings, and other communications. Coordinate logistics for investor presentations, conferences, and events, including guest lists, RSVPs, and materials. Support social media and website updates. Collaborate with internal teams to gather and provide information for investor requests. Event Planning & Execution Lead planning and logistics for investor events, including the Annual General Meeting (AGM), conferences, and other gatherings. Manage venue selection, negotiate contracts, and coordinate event materials and branding. Organize investor breakfasts, luncheons, and dinners, including guest list management and follow-up communications. Oversee the creation of invitations, promotional materials, and event swag. Virtual Data Room (VDR) & Compliance Management Create and organize VDRs for fundraising and due diligence, managing permissions and access. Monitor VDR activity and ensure regular updates with approved documents. Collaborate with finance and compliance teams to maintain accurate investor records, including final commitment sizes and preferences. Continuously assess and enhance workflows to improve efficiency and accuracy in documentation and data management. What Were Looking For: Highly organized with excellent attention to detail and strong project management skills. Strong communication skills, both written and verbal, with a focus on professional and client-friendly interactions. Proficiency in CRM tools, with DealCloud experience being preferred. Ability to work independently and collaboratively in a fast-paced environment. What We Offer: Exposure to the dynamic world of investor relations and private equity. Opportunities for professional growth and skill-building. A collaborative team environment that values initiative, accountability, and excellence.