Client Services Associate, Private Equity - Addition Management : Job Details

Client Services Associate, Private Equity Client Services Associate, Private Equity Get AI-powered advice on this job and more exclusive features.This range is provided by Addition Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range $110,000.00/yr - $140,000.00/yrDirect message the job poster from Addition ManagementPrestigious private equity firm seeks a Junior Investor Relations Associate to join their Team !Key Responsibilities:CRM ManagementMaintain and update investor records, contact details, and activity logs in the firm's CRM system (Dynamo), ensuring accuracy and consistency.Track all investor interactions, requests, and key deadlines to support effective relationship management.Assist in completing standard due diligence questionnaires and requests for proposals.Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments.Maintain the RFP response library and templates to ensure up-to-date, high-quality materials.Email Inbox ManagementMonitor the general Investor Relations email inbox and triage incoming messages.Draft and send timely, accurate, and professional responses to routine investor inquiries.Log all relevant correspondence and follow-ups in the CRM.Support the administrative process for investor transfers and wire updates.Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance.Meetings, Events & Presentation SupportAssist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel.Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events.Qualifications:Bachelor's degree in Finance, Business, Communications, or a related field.1–3 years of relevant experience in investor relations, client services, RFP writing, or financial operations.Knowledge of asset management, private equity, or alternative investments is preferred.Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus.Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.Seniority level Seniority level AssociateEmployment type Employment type Full-timeJob function Job function Business Development and FinanceIndustries Venture Capital and Private Equity PrincipalsReferrals increase your chances of interviewing at Addition Management by 2xSign in to set job alerts for “Client Services Associate” roles. New York, NY $65,000.00-$110,000.00 2 weeks agoNew York, NY $68,000.00-$75,000.00 4 days agoNew York, NY $45,000.00-$50,000.00 2 weeks agoRochelle Park, NJ $45,000.00-$65,000.00 2 weeks agoNew York, NY $80,000.00-$90,000.00 1 day agoClient Services and Data Associate - Bronx Bronx, NY $49,980.00-$65,310.44 2 weeks agoNew York, NY $35,000.00-$85,000.00 3 weeks agoNew York, NY $55,000.00-$60,000.00 1 week agoNew York, NY $92,933.00-$132,762.00 2 weeks agoNew York, NY $80,000.00-$90,000.00 15 hours agoNew York, NY $80,000.00-$95,000.00 1 week agoNew York, NY $55,000.00-$60,000.00 1 week agoAgent Experience Coordinator (Williamsburg) New York, NY $80,000.00-$90,000.00 9 hours agoNew York, NY $46,002.00-$51,178.00 1 week agoNew York, NY $50,000.00-$70,000.00 1 week agoOVER-THE-COUNTER (OTC) SITE INFORMATION CLERK New York, NY $60,000.00-$70,000.00 3 weeks agoNew York, NY $33,280.00-$85,000.00 1 week agoNew York, NY $35,000.00-$85,000.00 1 week agoNew York, NY $95,000.00-$115,000.00 1 week agoNew York, NY $75,000.00-$90,000.00 2 weeks agoNew York, NY $95,000.00-$115,000.00 1 week agoNew York, NY $100,000.00-$140,000.00 3 weeks agoWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr