Talent.com
Investor Relations Senior Associate

Investor Relations Senior Associate

DagenDallas, TX, United States
20 hours ago
Job type
  • Full-time
Job description

Position Summary :

A local Dallas hedge fund is seeking a highly motivated and client-focused Investor Relations professional to join their team. This role is pivotal in managing relationships with institutional investors, delivering exceptional client service, and communicating complex fund strategies and financials with clarity and precision. The ideal candidate will possess strong interpersonal skills, a deep understanding of alternative investment products, and the ability to thrive in a fast-paced, dynamic environment.

Key Responsibilities :

Relationship Management & Client Service

  • Serve as a primary pointof contact for existing and prospective investors.
  • Build and maintainstrong relationships with institutional clients, consultants, and other stakeholders.
  • Coordinate investor meetings,calls, and events,ensuring a high-touch experience.
  • Respond promptly and professionally to investor inquiries, providing accurate and insightful information.

Product & Financial Understanding

  • Develop a deep understanding of the firm’s fund strategies, performance drivers, and portfolio positioning.
  • Interpret and communicate fund performance, risk metrics, and financial statements to investors.
  • Collaborate with IR marketing, portfoliomanagers and investment teams to stay current on fund developments and market trends.
  • Reporting & Communication

  • Prepare and distribute investor communications includingmonthly / quarterly letters, reports, presentations, and ad hoc updates.
  • Assist in the creation of marketing materialsand due diligence questionnaires (DDQs).
  • Ensure consistency and accuracy in all investor-facing materials.
  • Cross-Functional Collaboration

  • Work closelywith compliance, legal, operations, and finance teams to support investor onboarding and ongoing servicing.
  • Partner with the Investment Team to supportfundraising efforts and investor engagement.
  • Qualifications :

  • Bachelor’s degree in Finance, Economics, Business, or relatedfield; MBA or CFA a plus.
  • 3–7 years of experience in investor relations, client service, or capital markets, preferably within a hedge fund or asset management firm.
  • Strong understanding of hedge fund structures, investment strategies, and financial reporting.
  • Exceptional communication skills—both written and verbal—with the ability to simplify complex concepts.
  • Highly organized, detail-oriented, and capable of managing multiple priorities.
  • Proficiency in MicrosoftOffice Suite; familiarity with CRM systems and performance analytics tools is a plus.
  • Create a job alert for this search

    Senior Associate • Dallas, TX, United States

    Related jobs
    • Promoted
    Investor Relations Manager

    Investor Relations Manager

    Stronghold Investment ManagementDallas, TX, US
    Full-time
    As we continue to grow, we seek a highly motivated Investor Relations Manager to strengthen our investor engagement and support both current fund management and future fundraising efforts.This is a...Show moreLast updated: 7 days ago
    • Promoted
    Investor Relations Coordinator

    Investor Relations Coordinator

    Builders FirstSourceIrving, TX, United States
    Full-time
    We are Builders FirstSource, America's largest supplier of building materials, value-added components and building services to the professional market. You'll feel proud of the work you do here ever...Show moreLast updated: 22 days ago
    • Promoted
    Advisory Senior Associate

    Advisory Senior Associate

    Calvetti FergusonDallas, TX, US
    Full-time
    Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers.We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve the...Show moreLast updated: 26 days ago
    • Promoted
    Senior Associate, Business Incentives Group

    Senior Associate, Business Incentives Group

    BDO USADallas, TX, US
    Full-time
    Specialized Tax Services Tax Senior.The Specialized Tax Services (STS) Tax Senior, Business Incentives Group, is responsible for leading or supporting our services to identify, calculate, document,...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Development Associate

    Development Associate

    SNI FinancialDallas, TX, US
    Full-time
    Are you ready to take the next step in your real estate investment career? Join a financially backed company with over $2B in real estate investments in the pipeline. This is an opportunity to work ...Show moreLast updated: 12 hours ago
    • Promoted
    Business Development Associate

    Business Development Associate

    Cambridge AssociatesDallas, TX, United States
    Full-time
    Cambridge Associates (CA) is a leading global investment firm.We work with non-profit institutions, pension plans, and private clients to build investment portfolios that help them meet their phila...Show moreLast updated: 4 days ago
    • Promoted
    Real Estate Investment Associate

    Real Estate Investment Associate

    Mill Creek Residential TrustDallas, TX, US
    Full-time
    At Mill Creek Residential we are committed to building a diverse, equitable and inclusive workplace where our associates can grow and bring their whole selves to work. We want you to know that we en...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Associate, Private Equity & Credit Valuations

    Senior Associate, Private Equity & Credit Valuations

    S&P GlobalDallas, TX, US
    Full-time
    Senior Associate, Private Market Valuation.As a market leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the pos...Show moreLast updated: 12 days ago
    • Promoted
    Transaction Advisory Services Senior Associate

    Transaction Advisory Services Senior Associate

    WeaverDallas, TX, US
    Full-time
    Transaction Advisory Services Senior Associate.Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields.We seek to b...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Associate, Private Equity Fund Services

    Senior Associate, Private Equity Fund Services

    Baker TillyFrisco, TX, US
    Full-time
    Senior Associate, Private Equity Fund Services.Baker Tilly's Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) ...Show moreLast updated: 30+ days ago
    • Promoted
    Business Development Associate

    Business Development Associate

    Tyree and D'Angelo Partners & Portfolio CompaniesDallas, TX, US
    Full-time
    Business Development Associate.Position Title : Business Development Associate.Reporting To : Director of Business Development. Company : Tyree & D'Angelo Partners.Tyree & D'Angelo Partners ("TDP") is ...Show moreLast updated: 29 days ago
    • Promoted
    Asset & Wealth Management - Irving - Associate, Client Relationship Management- 9122905

    Asset & Wealth Management - Irving - Associate, Client Relationship Management- 9122905

    Goldman SachsIrving, TX, US
    Full-time
    Associate, Client Relationship Management.Provide comprehensive financial planning education and guidance over the phone to diverse individuals employed by the Firm's corporate clients.Guide client...Show moreLast updated: 22 days ago
    • Promoted
    Investor Relations Director

    Investor Relations Director

    JPIDallas, TX, United States
    Full-time
    Built on a foundation of integrity, respect, and commitment, JPI stands out as one of the most active real estate developers and builders in the nation. JPI has designed and developed communities wi...Show moreLast updated: 4 days ago
    • Promoted
    Senior Associate- Transaction Advisory Services (TAS)

    Senior Associate- Transaction Advisory Services (TAS)

    EisnerAmperDallas, TX, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    AVP, Investor Reporting

    AVP, Investor Reporting

    Fay ServicingDallas, TX, US
    Full-time
    Founded in early 2008, Fay Servicing is committed to providing innovative servicing solutions for both residential and business purpose loans. As a specialty mortgage servicer who sees the customer ...Show moreLast updated: 30+ days ago
    • Promoted
    Transaction Services - Senior Associate

    Transaction Services - Senior Associate

    RiveronDallas, TX, US
    Full-time
    Transaction Services - Senior Associate.With experience gained from thousands of transactions, our teams provide insightful analysis, thorough plans, and impactful execution before and after the de...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Real Estate Investments

    Associate, Real Estate Investments

    WelltowerDallas, TX, US
    Full-time
    Associate, Real Estate Investments.NYSE : WELL) is an $80 billion real estate investment fund and a global leader in investing in seniors housing, multifamily / build-to-rent, skilled nursing faciliti...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Equity - Portfolio Company Advisory

    Associate, Equity - Portfolio Company Advisory

    BellwetherDallas, TX, US
    Full-time
    Associate, Equity - Portfolio Company Advisory.The Associate plays a pivotal role in assisting our clients in addressing their operational challenges and driving transformative changes across a por...Show moreLast updated: 11 days ago