Investor Relations Associate

Clear Street•New York, NY
•$100,000 - $125,000•Hybrid

About The Position

Clear Street is a diversified financial services firm modernizing brokerage infrastructure with a cloud-native clearing and custody platform. CSIM is a fund of funds whose small team builds allocator relationships, evaluates managers, and handles investor-facing work. The Investor Relations Associate will support investor relations and the firm's day-to-day operations, represent CSIM at conferences and events, build allocator relationships, and coordinate the documents, scheduling, and logistics that support the work. The role offers exposure to how a fund of funds is built, including participation in manager meetings. Employees are required to work in the office four days per week.

Requirements

  • Bachelor’s degree and 0–3 years of experience.
  • Willingness to travel regularly, sometimes on short notice.
  • Clear, careful writing and strong attention to detail.
  • Strong people skills, including comfort starting conversations with strangers and following up without being pushy.
  • Genuine curiosity about markets, investing, and how people make decisions.
  • Low ego about the work and a high standard for how it gets done.

Nice To Haves

  • Internships in finance, sales, events, or client service.
  • Experience in financial services or high-growth technology.

Responsibilities

  • Attend industry conferences and capital introduction events, meet allocators and managers, and follow up with notes and next steps.
  • Plan and run events, including small dinners and larger investor gatherings, handling venues, invitations, travel, and follow-up.
  • Maintain the investor and prospect pipeline in the CRM and prepare materials for investor meetings.
  • Review subscription documents, investor forms, marketing materials, and data room contents for accuracy and completeness.
  • Support investor onboarding alongside the fund administrator and operations lead.
  • Manage team scheduling for manager meetings, investor calls, and diligence visits.
  • Research managers and markets, including preparing meeting notes, reviewing industry data, and tracking competitors.
  • Take on additional tasks as needed on a small team.

Benefits

  • Company equity
  • 401(k) matching
  • Gender-neutral parental leave
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Lunch stipends
  • Fully stocked kitchens
  • Happy hours
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