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Investor Relations Coordinator

Posted an hour ago
5-10 years experience
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AI Summary

The Investor Relations Coordinator supports the Head of Investor Relations by managing day-to-day operations, maintaining CRM records, and coordinating schedules. They also assist in building departmental structures, documenting processes, and communicating professionally with investors and internal stakeholders.

Investor Relations Coordinator (Remote, LATAM)

The Role

The Investor Relations Coordinator supports the Head of Investor Relations in day-to-day operations and helps build out the structure and processes of a new Investor Relations department. You will be a trusted point of contact for investors, prospective investors and internal colleagues, so polish, judgment and a genuinely personable communication style matter as much as technical skill.

Responsibilities

  • Communicate professionally with investors, prospective investors and internal team members by phone, email and video
  • Support Spanish-speaking contacts and stakeholders as needed
  • Work in the firm's CRM: log interactions, take clear notes and keep records accurate and up to date
  • Manage calendars and coordinate scheduling for the Head of Investor Relations
  • Help the Head of Investor Relations build and organize the department, including documenting processes and refining workflows
  • Learn and follow existing playbooks and the internal knowledge base, and help improve them
  • Collaborate with the executive assistant team and other operations and admin colleagues
  • Exercise sound judgment on situations that don't have a clear-cut answer, and know when to escalate

Qualifications

Required

  • Significant prior experience in an investor-facing, client-facing, sales support, marketing coordination or similar role (more senior candidates strongly preferred)
  • Exceptional spoken and written English: natural, warm, conversational and never scripted
  • Fluent spoken and written Spanish (native or near-native)
  • Professional presence and tone when dealing with senior-level contacts
  • Strong attention to detail and the ability to learn quickly
  • Comfort with technology, with prior CRM experience and disciplined note-taking habits
  • Demonstrated good judgment, resourcefulness and the ability to think outside the box in ambiguous situations
  • Based in South America or Mexico, with a schedule that overlaps with U.S. Central Time business hours
  • Willingness and ability to travel to Dallas occasionally
  • Reliable internet and a professional home-office setup

Preferred

  • Background in private equity, finance, asset management, fundraising or professional services
  • Experience supporting executives or senior leaders
  • Experience with tools such as Notion and modern collaboration software

Who You Are

  • A positive, can-do team player who puts people first
  • Someone who makes others feel they are talking with a real person
  • Proactive and comfortable building structure where none exists yet
  • Culture fit is extremely important to us. We value enthusiasm, humility and collaboration.

What We Offer

  • A new, high-visibility role with room to grow as the department expands
  • Direct collaboration with senior leadership
  • Compensation commensurate with experience (competitive for the right candidate)
  • Fully remote work with periodic in-person events in Dallas

Role Details

  • Location: Remote, South America or Mexico (Central Time overlap required)
  • Department: Investor Relations, within Operations & Administration
  • Reports to: Head of Investor Relations
  • Employment type: Full-time
  • Travel: Occasional travel to the U.S. (Dallas, TX) for the annual meeting and key events

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