Investor relations associate jobs in New York, New YorkCreate job alerts

Support process improvements across investor reporting and servicing activities, identifying scalable solutions for addressing investor inquiries and enhancing the investor experience. In addition, you will assist with preparing monthly and quarterly investor reports, supporting capital call and dis

Investor Relations Senior Associate. You will work directly with our Investor Relations Lead to help bridge Titan's Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. Investor Relations, Asset Management, Wealth Management, Invest

Alt Credit fills gaps in the capital markets between credit, private equity and real estate, investing across a spectrum of liquid and illiquid opportunities that include various specialty finance sectors, net leases, structured products, cash flow streams (e. Ares is currently searching for a highl

The key responsibilities of the Investor Relations Associate include the following:. The ideal Investor Relations Associate will possess the following qualities:. Monitor and respond to inquiries from the Investor Relations inbox.

Northwind Group is a Manhattan-based real estate private equity firm that focuses on debt and equity investments through its discretionary closed-ended funds and balance sheet direct investments. Leveraging its strong track record and market experience, Northwind Group focuses on generating attracti

At Setpoint Capital, we focus on asset-backed private credit investments where we can bring unique value through our technology, operations, and insights. Setpoint Capital ("SPC") is an alternative asset manager focused on asset-backed private credit with over $900 million assets under management.

Investor Relations - Analyst / Associate, LATAM (Portuguese Required). Capital is looking to hire an Analyst/Associate to join the International Investor Relations team with a focus on Latin America ("LATAM"). This role will help to support banks, independent brokers, dealers, family offices and sma

Collaborating with Relationship Managers to manage the due diligence process for potential investors. This is a strategic position working on high-priority projects and initiatives that impact major business decisions and relationships with investors. Overseeing and collaborating on the completion o

We are seeking an ETF Account Associate to support the ETF Account Manager in business development and investor relations for PIMCOs ETF investment products. Your responsibilities will include supporting our ETF Account Managers, acting as the subject matter expert for our US Global Wealth Managemen

Client Service or Investor Relations experience in Financial Services, Asset Management, or closely related fields. It's rare that a new asset class is born. This year, we crossed $12B in client assets and are growing quickly.

Ever since we started in 2007, Sunrun has been at the forefront of connecting people to the cleanest energy on Earth.It's why we've become the #1 home solar and battery company in America.Today, we're on a mission to change the way the world interacts with energy, and we're building a company and br

Associate / Senior Associate Investor Relations.Base Salary does not include an additional discretionary annual bonus.Pantzer Properties is a fully integrated owner/operator of multifamily assets along the East Coast of the United States.We invest through our fully discretionary private equity fund

Infrastructure Product Management And Investor Relations Associate. Ares is currently searching for a highly motivated, detail-oriented team player to join as an Associate on the Infrastructure Product Management and Investor Relations team in the New York office. The Associate will also be very inv

Okada & Company is a commercial real estate firm headquartered in Manhattan with over 6 million square feet under advisory. We operate across brokerage, investment, development, property management, and PropTech. As we scale our platform to meet the demands of a fast-changing market, we are expanding our capital markets team to raise equity for select and to build long-term capital partnerships with HNWIs, family offices, and institutional investors. This role sits at the intersection of real estate private equity, investment sales, and modern capital formation. ⸻ Role Overview The Capital Markets Associate will be responsible for sourcing, cultivating, and closing equity partners and capital sources across Okada & Company’s portfolio. You’ll support senior leadership in fundraising, manage investor pipelines, and help grow our brand with investors and strategic capital partners. We are looking for a tenacious dealmaker who understands both the art of the relationship and the science of capital. ⸻ Key Responsibilities • Capital Sourcing: Identify and secure new capital from high-net-worth individuals, family offices, RIAs, funds, and real estate investors., • Fundraising Campaigns: Execute targeted outreach, follow-ups, and digital campaigns aligned with active raises, • Investor Collateral: Develop, refine, and customize pitch decks, investment summaries, deal teasers, and PPMs with marketing and finance teams., • CRM Management: Maintain investor database, track interactions, follow-up cadences, and KPIs using HubSpot or similar tools., • Investor Relations Support: Assist in onboarding, compliance, and communication for existing investor base; prep quarterly reports, updates, and deal closes., • Cross-Team Coordination: Collaborate with brokerage, acquisitions, construction, and technology to align investor messaging with active project milestones., • Media & Storytelling: Work with Real Estate Weekly and Okada Media to spotlight active deals and engage broader investor audiences. ⸻ Requirements • 2–5 years in capital raising, investment sales, finance, private equity, or real estate., • Strong network of HNW or accredited investors—or a roadmap to build one., • Strong command of capital structures, investor underwriting, and financial modeling basics., • Excellent communication, sales, and relationship-building skills., • Tech-savvy with CRM and marketing tools; familiarity with real estate deal platforms is a plus., • Bachelor’s degree in finance, business, economics, or real estate. ⸻ Compensation • Competitive base salary, • Bonus/commission tied to capital raised, • Equity upside in select deals

Company: Pantzer Properties Job Title: Associate / Senior Associate – Investor Relations Location: New York City, NY • Base Salary Range $125,000/yr. to $175,000/yr., • Base Salary does not include an additional discretionary annual bonus. Pantzer Properties is a fully integrated owner/operator of multifamily assets along the East Coast of the United States. We invest through our fully discretionary private equity fund series known as the Panco Strategic Real Estate Funds. Since its inception, Pantzer Properties has successfully raised six funds and been involved in more than $8 billion of real estate transactions. We currently own and manage approximately 10,000 units and are actively deploying $1.0B of equity in Fund VI. We are strategically positioned with top-tier multifamily properties, experienced leadership, and a 50-year track record. Investor Relations Responsibilities: ·Create, refine, and manage a broad range of investor-facing materials, including pitch decks, private placement memoranda (PPMs), fund marketing materials, annual meeting presentations, market updates, and investor letters. · Lead and coordinate responses to investor due diligence requests such as DDQs, quarterly questionnaires, quarterly investor reporting and ad hoc inquiries, partnering across internal teams to ensure timely and accurate delivery. ·Support capital formation efforts by partnering with senior leadership on investor outreach, fundraising initiatives, and prospective LP engagement. ·Draft and distribute high-quality investor communications, including quarterly and annual reports, capital call and distribution notices, diligence documents, and real-time investor updates. ·Plan and execute investor events such as annual meetings, webinars, update calls, conferences, and one-on-one investor sessions. ·Analyze investor data, market trends, and portfolio performance to generate insights that inform investor messaging and strategy. ·Conduct market research, peer benchmarking, and investor prospecting using CRM systems and third-party data platforms. ·Collaborate cross-functionally with teams across acquisitions, asset management, finance, legal, and compliance to ensure alignment on investor messaging and data. ·Maintain up-to-date records of fundraising activity, investor communications, and contact information in the firm’s CRM database. ·Contribute to special IR initiatives and strategic projects that support the firm’s broader capital formation platform. ·Support ESG initiative and integration into investor communications. ·Develop and maintain a strong understanding of the firm’s investment strategy, portfolio positioning, market trends, and the competitive landscape. Application Requirements: ·2–5 years of relevant experience, ideally within real estate private equity, investment management, capital markets, investor relations, or fund marketing. ·Bachelor’s degree required ·Demonstrated experience supporting institutional fundraising, capital formation, or investor relations processes. ·Strong financial literacy, with a solid grasp of investment performance metrics, financial reporting, and real estate investment principles. ·Excellent analytical skills, with the ability to synthesize data, identify trends, and draw actionable insights to support investor communications and decision-making. ·Excellent written and verbal communication skills, with the ability to distill complex information into clear, investor-friendly materials. ·Detail-oriented and highly organized, capable of managing multiple deadlines and collaborating effectively across teams. ·Proficient in Microsoft Office Suite (Excel, PowerPoint, Word); prior experience with CRM platforms (e.g., Salesforce, Juniper Square, FIS Investran, Preqin, Datasite), Securities Industries Essentials (SIE) Exam and active FINRA Series 7 license is a plus

Associate Consultant, Management Consulting. As an Associate Consultant in our Management Consulting division, you will work in teams to deliver solutions for clients, with responsibilities including:. Teneo's unique approach integrating disciplines of strategic communications, investor relations, d

Ares is currently searching for a highly motivated, detail-oriented team player to join as an Analyst or an Associate on the U. DLG provides investors access to its self-originating direct lending platform through several vehicles, including commingled funds, separately managed accounts and a public

The Associate will report to the Head of the Private Equity Investor Relations Group and be part of a team effort responsible for all aspects of investor relations for the Private Equity Group. Reporting Relationships: Partner, Head of Product Management and Investor Relations for Opportunistic Cred

The Investor Relations (IR) team serves as a strategic bridge between Nuveen Green Capital's investment platform and the broader investor community. This includes crafting insightful newsletters, comprehensive market analysis, and forward-thinking industry perspectives that position Nuveen Green Cap

Investor Relations - Associate / Assistant Vice President. Capital is looking to hire an Associate / Assistant Vice President to join the Investor Relations team to service the company's rapidly growing client base. The Investor Relations team supports investors, financial advisors, and home office

The Senior Associate/Vice President will be responsible for the daily management of our existing investors, working closely across the AIS, Ares, and Aspida teams to respond to ad hoc requests, coordinate marketing materials, and prepare quarterly investor reporting. Ares Insurance Solutions ("AIS")

In 2010, the firm launched a private wealth management firm offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. At least five years of work exp

Job Description Hi, we're Oscar. We're hiring a Senior Accountant to join our SEC Reporting team. Oscar is the first health insurance company built around a full stack technology platform and a focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role The Senior Accountant, SEC Reporting is responsible for preparation and execution of financial reporting processes in the SEC Reporting team. This includes but not limited to preparation of 10-Q/10-K filings with the SEC and assisting with various audit requests from external auditors. You will report to the Associate Director, SEC Reporting & Technical Accounting. Work Location: Oscar is a blended work culture where everyone, regardless of work type or location, feels connected to their teammates, our culture and our mission. This is a hybrid role in our New York office. You will work part of the time in the office and part of the time remote / work-from-home. #LI-Hybrid Pay Transparency: The base pay for this role is: $93,600 - $122,850 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, and annual performance bonuses. Responsibilities • Assist in preparation of quarterly and annual SEC filings (Form 10-Q,10-K,8-K), earnings releases and other deliverables and communications., • Ensure compliance with US GAAP, SEC regulations, and company policies., • Execute and improve monthly accounting processes including but not limited to complex technical accounting areas such as investments, stock-based compensation and revenue recognition., • Collaborate with other finance and non-finance teams (Accounting, Regulatory, Legal, FP&A, Investor Relations and others) to prepare supporting documentation while ensuring completeness and accuracy., • Support the preparation of earnings releases and other investor communications., • Assist in ensuring a strong internal controls environment including partnering with internal and external audit teams on procedures., • Provide ad-hoc support to Technical Accounting as needed., • Other duties as assigned.Qualifications, • Bachelor's degree in Accounting, Finance, or related field, or 4 years of relevant experience., • 3+ years of related experience on an accounting or reporting team.Bonus points, • Experience in a similar position at a health insurance company., • Experience with US-based insurance companies., • Practical experience in financial reporting.Travel At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. Artificial Intelligence (AI) Guidelines: Please see our AI Guidelines for the acceptable use of artificial intelligence during the interview process at Oscar. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Notice to Job Applicants.

Job Description Company Overview: A specialist alternative investment firm focused on the financial technology sector. With billions in assets under management and a growing global presence, the firm invests across software, information, and investment services companies that provide mission-critical products and solutions. Known for its collaborative culture and emphasis on innovation, the firm offers employees the opportunity to gain exposure to both private equity investing and operational value creation. Professionals here enjoy a dynamic environment, mentorship from industry leaders, and the ability to contribute meaningfully to a high-growth platform. Title: Financial Accounting Associate – Private Investments Location: New York, NY (Hybrid) Key Responsibilities: • Review and prepare quarterly financial statements, PCAPs, and fund reporting for multiple private equity vehicles, including growth, venture, early-stage, and co-investment funds., • Oversee the preparation and review of capital call and distribution notices in coordination with third-party administrators., • Support subscription line financing processes, including borrowings, repayments, and quarterly covenant compliance., • Prepare fund rebalancing calculations and monthly expense allocations., • Assist with regulatory filings such as Form PF and Cayman Islands Monetary Authority (CIMA) submissions., • Collaborate on annual audits, investor K-1s, and tax estimates with administrators and external auditors., • Draft quarterly investor letters, compile performance metrics, and support investor relations with ad hoc inquiries., • Partner with deal and valuation teams to review fund projections and performance analyses., • Contribute to process improvement initiatives and cross-functional projects within finance and operations. Qualifications: • Bachelor's Degree in Accounting, Finance, or a related field., • 2-6+ years of relevant experience in public accounting, fund accounting, fund administration, or related financial services., • Strong understanding of journal entries, financial statements, and financial reporting processes., • Proficiency in Microsoft Excel; experience with Investran, Hazeltree, or Sage is a plus., • Exceptional organizational, communication, and analytical skills., • Proactive mindset with the ability to thrive in a fast-paced, team-oriented environment., • Strong attention to detail and ability to handle confidential information with discretion., • CPA preferred but not required. Compensation: • Base Salary: $105,000 - $175,000, • Annual Bonus: Up to $30,000, • Comprehensive benefits package, • Catered daily lunch, on-site gym, and modern office amenities, • Generous PTO and professional development support

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job Description Position: Jr. Investor Relations Associate Location: Downtown NYC (Hybrid) Salary: $90K – $115k + Bonus Prestigious private equity firm seeks a Junior Investor Relations Associate to join their Team! Key Responsibilities: CRM Management · Maintain and update investor records, contact details, and activity logs in the firm’s CRM system (Dynamo), ensuring accuracy and consistency. · Track all investor interactions, requests, and key deadlines to support effective relationship management. Due Diligence (DDQs) & RFPs · Assist in completing standard due diligence questionnaires and requests for proposals. · Coordinate responses across internal teams including Legal, Compliance, Marketing, and Investments. · Maintain the RFP response library and templates to ensure up-to-date, high-quality materials. Email Inbox Management · Monitor the general Investor Relations email inbox and triage incoming messages. · Draft and send timely, accurate, and professional responses to routine investor inquiries. · Log all relevant correspondence and follow-ups in the CRM. Investor Transfers & Wire Instruction Updates · Support the administrative process for investor transfers and wire updates. · Coordinate documentation collection, verification, and input with internal stakeholders, including Legal and Compliance. Meetings, Events & Presentation Support · Assist in creating, formatting, and updating investor presentations, pitchbooks, and internal reports in PowerPoint and Excel. · Help prepare meeting materials and coordinate logistics for investor meetings, roadshows, and events. Qualifications: · Bachelor's degree in Finance, Business, Communications, or a related field. · 1–3 years of relevant experience in investor relations, client services, RFP writing, or financial operations. · Knowledge of asset management, private equity, or alternative investments is preferred. · Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with CRM tools a plus. · Excellent organizational and time management abilities. Comfortable managing multiple priorities and deadlines in a fast-paced environment.

Job Description CoreWeave is the AI Hyperscaler™, delivering a cloud platform of cutting edge services powering the next wave of AI. Our technology provides enterprises and leading AI labs with the most performant, efficient and resilient solutions for accelerated computing. Since 2017, CoreWeave has operated a growing footprint of data centers covering every region of the US and across Europe. CoreWeave was ranked as one of the TIME100 most influential companies of 2024. As the leader in the industry, we thrive in an environment where adaptability and resilience are key. Our culture offers career-defining opportunities for those who excel amid change and challenge. If you're someone who thrives in a dynamic environment, enjoys solving complex problems, and is eager to make a significant impact, CoreWeave is the place for you. Join us, and be part of a team solving some of the most exciting challenges in the industry. CoreWeave powers the creation and delivery of the intelligence that drives innovation. About the Role: We are seeking a high-performing and passionate Associate to join our corporate development team. The Associate will support the Corporate Development team, CDO, CSO and CFO in leading the corporate development activities of CoreWeave. This includes managing M&A processes, analyzing industry trends, assessing competitive landscapes, identifying investment opportunities, and supporting marquee fundraising initiatives. This person will work cross-functionally with a variety of stakeholders at all levels of CoreWeave and have frequent opportunities to interact with and support key executive-level decision makers. Optimally, this person will have previous experience with generative AI, technology, digital infrastructure, cloud infrastructure, data centers or similar verticals. Key Responsibilities: • Identify and evaluate M&A and direct investment opportunities based on industry knowledge, market situation, and financial analysis, • Develop, maintain, and analyze complex financial models to support M&A transactions, strategic investments, and other strategic initiatives, • Assist in all phases of transaction execution, including due diligence, valuation, documentation, and integration planning, • Collaborate with internal stakeholders, including finance, legal, operations, and senior executives to ensure alignment and successful execution of deals, • Support Strategic Finance, Investor Relations, Treasury, and FP&A on cross-functional Ad Hoc finance projects, • Assist in the preparation of company management presentations that deliver CoreWeave's investment thesis and growth strategy to external stakeholders, • Conduct comprehensive due diligence on M&A and investment targets, including financial, and operational analysis, • Monitor industry trends, competitive landscape, and market dynamics to identify opportunities and threats, • Collaborate with CDO, CSOand CFO to assist with highly impactful, complex, and visible projects, including scaled, complex equity and debt fundraising initiatives, • A bachelor's degree in finance, accounting, applied mathematics, economics, engineering, or an equivalent combination of education and experience, • Minimum of 2+ year(s) of experience in investment banking, private equity, private credit or similar roles, • Excellent financial modeling and valuation skills, with a demonstrated track record of executing complicated financial analyses, • Effective verbal and written communication skills, with a preference for candidates that have demonstrably interacted with management or other executive-level stakeholders, • High level of self-sufficiency with proven success at self-teaching and a high intellectual motor, • Strong analytical, quantitative, and problem-solving skills, • Exceptional attention to detail, organizational skills, and ability to manage multiple competing priorities simultaneously, • Advanced proficiency with Microsoft Office Suite, particularly Excel and PowerPoint, • Understanding of M&A processes for both public and private transactions, including deal sourcing/structuring, due diligence, and execution, with a proven track record of contributing to closed deals, • You love digging into complex financial problems and solving them with precision., • You're curious about how AI, cloud, and digital infrastructure are reshaping the global economy., • You're an expert in financial modeling, valuation, and supporting high-impact transactions. Why CoreWeave? At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $125,000 to $155,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Assist in designing investor marketing activities, maintain investor activity tracking database and coordinate investor relations events and travel. We are seeking for an Associate to join our Investor Relations team. You will be working directly with the VP of Investor Relations as part of a high i

Associate Director, Investor Relations.The Investor Relations (IR) team serves as a strategic bridge between Nuveen Green Capital's investment platform and the broader investor community.Operating in a highly cross-functional capacity, the team orchestrates the complete investor lifecycle encompassi