Investor Relations Associate

Published: June 7, 2022
San Juan, PR, Puerto Rico
Job Type
Job Code
Years of Experience
Commensurate with candidate experience.
Bachelor’s Degree
Carla Deyo
Contact Email



  • Manage the Investor Relations calendar (Microsoft Outlook)
  • Prepare the management team for meetings by researching the prospective investors online and within our database
  • Coordinate investor meeting follow-up
  • Coordinate marketing roadshows
  • Update and maintain the firm's client database (Salesforce)
  • Preparing management team for conference and event attendance - ensuring our network as well as opportunities to expand our network are taken into account
  • Ensure investor presentations are up to date and provided prior to meetings
  • Research potential speaking engagements and help prepare speaking presentations
  • Correspond with existing and/or potential investors.
  • Perform due diligence requests on behalf of potential investors.
  • Gather information on investor in funds managed by the firm.


  • Prior 2-5 years’ experience working in Investor Relations department, or similar environment
  • Exceptional verbal/written communication and interpersonal skills
  • Excellent personnel, project management, and time management skills
  • Scheduling and calendaring experience
  • Strong academic background
  • Experience with Microsoft Office (Outlook, Word, PowerPoint), Salesforce, event management, project management
  • Must be a self-starter who has proven ability to cultivate relationships and help improve overall client relationship process/structure
  • Attention to detail and concern for quantitative accuracy
  • Knowledgeable and passionate about blockchain/cryptocurrency technologies a plus
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