Investor Relations Associate

About Clear Street

Clear Street is modernizing the brokerage ecosystem by building a cloud-native clearing and custody system.

The Team

CSIM is a fund of funds that builds relationships with allocators, evaluates managers, and handles investor-facing work. The team is currently staffed by the Head of CSIM and the Chief Investment Officer, reporting directly to the CEO/Founder.

The Role: Investor Relations Associate

We are looking for a curious, energetic generalist to support investor relations efforts and manage day-to-day operations.

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, from small dinners to larger investor gatherings, including venues, 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 alongside the fund administrator and operations lead.
• Manage scheduling across 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 additional tasks as needed, adapting to changing weekly priorities.

Requirements & Tech Stack

Experience

• Bachelor’s degree.
• 0–3 years of experience.
• Internships in finance, sales, events, or client service are a plus.
• Willingness to travel regularly, sometimes on short notice.
• Financial services or high-growth technology experience is preferred.

Analytical & Functional

• Clear, careful writing and attention to detail.
• Strong people skills: comfortable starting conversations with strangers and following up effectively.

Mindset

• Genuine curiosity about markets, investing, and decision-making.
• Low ego regarding tasks and a high standard for execution.

Compensation & Benefits

• Base Salary Range: $100,000 - $125,000
• Competitive compensation packages
• Company equity
• 401k matching
• Gender-neutral parental leave
• Full medical, dental, and vision insurance
• In-office requirements: 4 days per week.
• In-office benefits include: lunch stipends, fully stocked kitchens, happy hours, great location, and amazing views.