Location: Orange County, CA
Type: Direct Hire
Job #27547

Our client is seeking an Investor Relations Associate to join their Investor Relations (IR) department. As an Investor Relations Associate, you will be a trusted resource to the firm’s clients and support the IR team with administrative as well as operational tasks. This is an direct hire opportunity that is located onsite in in Orange County, CA.

Responsibilities:

Act as the primary contact for investor and advisor inquiries, providing timely and accurate information regarding investments, reports, and statements.
Cultivate and maintain strong relationships with existing private and institutional investors, as well as back-office personnel, ensuring high levels of satisfaction and engagement.
Assist in reviewing and organizing subscription documents and investor forms to ensure accuracy and compliance.
Oversee the Client Relationship Management (CRM) system and Investor Portal, including client onboarding processes and ongoing account management to ensure seamless user experiences.
Collaborate with accounting and investment teams to prepare and distribute financial documents such as capital account statements, capital calls, distribution notices, tax documents, quarterly reports, and annual disclosures.
Assist in the preparation and execution of marketing materials, including PowerPoint presentations, ensuring content aligns with the company’s vision and objectives.
Complete Due Diligence Questionnaires (DDQs) for existing investors and maintain up-to-date marketing materials to support investor relations activities.
Work with internal and external compliance teams to ensure all investor communications adhere to regulatory standards and company policies.
Assist in planning and managing investor-related events, including initial outreach, follow-up communications, and schedule coordination to ensure successful event execution.
Undertake other duties and projects as required to support the Investor Relations team and contribute to the company’s success.

Minimum Qualifications:

Bachelor’s degree.
2 years’ experience at an investment management, asset management, wealth management, investment consulting, or financial services firm.
Commercial real estate background.
Holds current Series 7 and 63 licenses or is willing to obtain within 120 days of start date.
Proficient in Microsoft Excel and PowerPoint.

Preferred Qualifications:

Experience with Juniper Square.
Excellent written, verbal, and visual communication skills.
Strong project management skills with the ability to manage concurrent projects.
Must be adaptable, committed, and team-oriented, with flexibility to work longer hours when necessary.

Salary Range: $98,000 – $110,000*

*The above represents the lowest to highest expected salary range for this job opening. Our client ultimately may pay more or less than the posted salary range, and the salary range may be modified in the future. Our client will consider job-related factors including, but not limited to, education, qualifications, certifications, experience, skills, geographic location, and business or organizational needs when determining pay.

It is the policy and practice of Broekema Group to consider all applicants for employment on the basis of their qualifications, and without regard to unlawful considerations of race, color, national origin, sex/gender, sexual orientation, gender identity or expression, age, religion, disability, protected medical condition, genetic information, pregnancy, marital or domestic partnership status, military or veteran status, or any other legally protected basis. Qualified applicants with arrest or conviction records will be considered for employment.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Human Resources, 858-752-6200, humanresources@oncallemployees.com.

Reasonable accommodations in all aspects of employment, including the application process, are available upon request of a qualified applicant or employee with a disability. Certain job assignment offers are contingent upon successfully passing a physical examination, which may include drug and alcohol testing, if required by the client company.

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Investor Relations Associate