New York Series 65 Associate
A company is looking for an Investor Research & Outreach Associate. Key Responsibilities: Identify and research prospective limited partners (LPs) Build and maintain a CRM/database of investor targets Draft and customize email outreach templates and coordinate outreach campaigns Required Qualifications: 2+ years of experience in investor relations, capital raising, or alternative investments Strong understanding of the institutional investor landscape Experience with CRM tools (e.g., Affinity, HubSpot, Salesforce) Series 65 license Experience working with RIAs or hedge funds preferred
A company is looking for an Investor Research & Outreach Associate.
Key Responsibilities:
Identify and research prospective limited partners (LPs)
Build and maintain a CRM/database of investor targets
Draft and customize email outreach templates and coordinate outreach campaigns
Required Qualifications:
2+ years of experience in investor relations, capital raising, or alternative investments
Strong understanding of the institutional investor landscape
Experience with CRM tools (e.g., Affinity, HubSpot, Salesforce)
Series 65 license
Experience working with RIAs or hedge funds preferred
