Investor Relations Associate POST NUMBER: 309989
Company: Investment Advisory Firm – Private Markets - RIA, Family Office, Wealth Management
Role: Investor Relations & Client Operations Associate
Salary: $90,000 - $120,000/annually
Location: Philadelphia, PA (Hybrid – 3 days a week in office)
About the Role: Our client, a growing investment advisory firm in the private market space, is seeking an Investor Relations & Client Operations Associate to support investor servicing, onboarding, fundraising support, and operational activities across a growing investment platform. This role will serve as a key point of coordination between investors, financial intermediaries, service providers, and internal teams, helping ensure a seamless client experience throughout the investment lifecycle.
The ideal candidate will combine strong relationship management skills with operational expertise and a deep attention to detail. This individual should be comfortable managing multiple priorities while supporting investor communications, account administration, reporting processes, and fund operations.
This role is ideal for candidates with experience in investor relations, private wealth operations, fund administration, client service, family office operations, or investment operations who are seeking broader exposure within a growing investment platform. Must have experience within the private markets.
Responsibilities
- Support investor onboarding and account setup processes, including documentation collection, due diligence reviews, and account maintenance
- Serve as a primary point of contact for investors, advisors, intermediaries, and other external stakeholders regarding operational and servicing requests
- Coordinate investor communications, reporting distribution, and ongoing servicing activities
- Assist with fundraising efforts by supporting due diligence requests, data management, investor materials, and prospective investor inquiries
- Facilitate transfers, account updates, ownership changes, and other investor-related transactions
- Support capital activity workflows, including contributions, distributions, transaction processing, and investor notifications
- Maintain accurate records within CRM platforms, investor databases, and internal reporting systems
- Coordinate with custodians, administrators, service providers, and other external partners to ensure timely and accurate execution of operational activities
- Assist with preparation and delivery of quarterly, annual, and ad hoc reporting packages
- Partner with internal investment, finance, compliance, and operations teams to support business initiatives and ensure data accuracy
- Identify opportunities to improve investor servicing processes, reporting workflows, and operational controls
- Participate in special projects and operational enhancements as the organization continues to grow
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field preferred
- 2-5 years of experience in investor relations, client service, investment operations, wealth management operations, fund administration, or related financial services roles
- Familiarity with investment products, private markets, alternative investments, or asset management operations
- Experience supporting investor onboarding, account administration, reporting, or operational workflows
- Strong organizational and project management skills with exceptional attention to detail
- Experience working with CRM systems, client reporting platforms, or operational databases
- Ability to manage multiple priorities while maintaining a high level of accuracy
- Strong written and verbal communication skills
- Proficiency with Excel and standard business applications
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com.
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
Representation Notice
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).
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Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
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Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client’s use of AI products in hiring.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.