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Investor Relations Coordinator
Anywhere Talent. Communicate professionally with investors, prospective investors and internal team members by phone, email and video .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills in both English and Spanish, with a professional presence when interacting with senior-level contacts. Proficient in CRM usage and capable of managing schedules and workflows effectively within an investor relations context.
Highest-signal resume keywords
Fluent Spoken And Written SpanishExceptional Spoken And Written EnglishCRM ExperienceAttention To DetailExperience Supporting Executives
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Professional PresenceGood JudgmentResourcefulnessAbility To Learn Quickly
Tools & Technologies
NotionModern Collaboration Software
Industry Keywords
Investor RelationsPrivate EquityFinanceAsset ManagementFundraisingProfessional Services
About the role
Key responsibilities & impact- Communicate professionally with investors, prospective investors and internal team members by phone, email and video
- Support Spanish-speaking contacts and stakeholders as needed
- Use the firm's CRM to log interactions, take clear notes and keep records accurate and up to date
- Manage calendars and coordinate scheduling for the Head of Investor Relations
- Help build and organize the Investor Relations department, including documenting processes and refining workflows
- Learn and follow existing playbooks and the internal knowledge base, and help improve them
- Collaborate with the executive assistant team and other operations and administration colleagues
- Exercise sound judgment on unclear situations and know when to escalate
- Report to the Head of Investor Relations
- Travel occasionally to Dallas, Texas, for the annual meeting and key events
Requirements
What you’ll need- Significant prior experience in an investor-facing, client-facing, sales support, marketing coordination or similar role
- More senior candidates strongly preferred
- Exceptional spoken and written English: natural, warm, conversational and never scripted
- Fluent spoken and written Spanish (native or near-native)
- Professional presence and tone when dealing with senior-level contacts
- Strong attention to detail and ability to learn quickly
- Comfort with technology, prior CRM experience and disciplined note-taking habits
- Demonstrated good judgment, resourcefulness and ability to think outside the box in ambiguous situations
- Based in South America or Mexico, with a schedule that overlaps with U.S. Central Time business hours
- Willingness and ability to travel to Dallas occasionally
- Reliable internet and a professional home-office setup
- Background in private equity, finance, asset management, fundraising or professional services (preferred)
- Experience supporting executives or senior leaders (preferred)
- Experience with tools such as Notion and modern collaboration software (preferred)
Benefits
Comp & perks- A new, high-visibility role with room to grow as the department expands
- Direct collaboration with senior leadership
- Compensation commensurate with experience (competitive for the right candidate)
- Fully remote work with periodic in-person events in Dallas