Investor Relations Operations Associate

Position: Investor Relations Operations Associate - New York

C&C Search is currently recruiting for an Investor Relations Operations Associate for a global firm based in New York.

All about the role and company I would be working for! Position

Investor Relations Operations Associate

Salary

$100,000 - $150,000 + bonus and benefits

Hybrid set up

4/1

Benefits

Pension, healthcare, bonus

What they do

Investment firm

Size of company

Global

Company culture and what makes them great to work for:

International team, global offices including London, opportunities for growth and career progression. The company is in a growth phase so its an exciting time to join!

Key responsibilities for this position:
Investor Operations & Reporting

• Oversee day‑to‑day investor lifecycle activity, including onboarding, capital movements, and ongoing updates.
• Review monthly and quarterly materials such as account statements, capital activity reports, payment confirmations, and asset overviews to ensure accuracy and completeness.
• Maintain and update investor records and reporting details within internal systems and CRM platforms.

Data & Platform Management

• Act as the point person for the investor portal: upload and curate content, coordinate disclosures, and assist investors with access, login issues, or general navigation.
• Ensure documentation across internal and external reporting channels remains current, consistent, and compliant.

Regulatory & Compliance Support

• Contribute to regulatory submissions, internal audit requirements, and other compliance‑driven processes.
• Assist with firmwide initiatives tied to new products, strategy evolution, or operational enhancements.

Project & Cross‑Functional Work

• Partner with teams across compliance, operations, finance, and marketing on ad‑hoc projects, fund amendments, reporting improvements, and broader organisational changes.

What background and experience are the company looking for? Background

• Bachelor’s degree preferred, ideally in a business, finance, maths, economics or related field with strong academic performance.
• Approximately 3–5 years’ experience in investor relations, fund operations, accounting, or a similar analytical/operations‑focused function within financial services.

Technical Competencies

• Highly proficient in Excel with the ability to work confidently with datasets, reconciliations, and structured reporting.

Personal Attributes

• Exceptional attention to detail and accuracy, particularly when handling numerical or sensitive investor information.
• Able to manage competing priorities under tight deadlines, escalating issues promptly when needed.
• Clear and concise communicator—both in writing and verbally.
• Strong organisational skills and a structured, methodical mindset.

Who is taking care of the client and candidate applications for this position?

Jodi Findell

Recruiting Agency

For this role C&C Search is acting as an employment agency.

EEO Statement

At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering - across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being a part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody.

We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.

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