Investor Relations Associate

About the Role

Clear Street is modernizing the brokerage ecosystem. The Investor Relations Associate will support the firm's investor relations effort and handle day-to-day operations. This role offers an opportunity to see how a fund of funds is built from the inside, attend manager meetings, and learn the business rapidly.

Key Responsibilities

• Investor Relations & Events
• Attend industry conferences and capital introduction events, meet allocators and managers, and follow up with notes and next steps.
• Plan and run events, including venue selection, invitations, travel, and follow-up.
• Maintain the investor and prospect pipeline in the CRM.
• Prepare materials for investor meetings.
• Operations & Onboarding
• Review documents for accuracy and completeness, including subscription documents, investor forms, marketing materials, and data room contents.
• Support investor onboarding with the fund administrator and operations lead.
• Manage scheduling for the team, including manager meetings, investor calls, and diligence visits.
• Research & Team Support
• Assist with research on managers and markets, including meeting notes, industry data, and competitor tracking.
• Take on ad-hoc tasks as needed.

Requirements & Tech Stack

• Skills:
• Clear, careful writing and attention to detail.
• Strong people skills; comfortable starting conversations and following up effectively.
• Willingness to travel regularly, sometimes on short notice.
• Preferred Experience:
• Financial services or high-growth technology experience.
• Internships in finance, sales, events, or client service.

Qualifications

• Education: Bachelor's degree.
• Experience: 0–3 years of experience.
• Mindset:
• Genuine curiosity about markets, investing, and decision-making.
• Low ego and high standards for work completion.
• Comfort working in the office 4 days per week.