Senior Associate, Investor Relations - Atlanta, GA

Cortland•Atlanta, GA

2d•Onsite

About The Position

As the Investor Relations Senior Associate, you will serve as the day-to-day execution lead for Investor Relations, owning core workflows, managing and reviewing junior team output, and ensuring consistent, timely, and high-quality investor deliverables. This role is intended to add mid-level ownership, judgment, and accountability within IR, allowing the Head of IR to focus on strategy, senior investor relationships, and cross functional leadership.

Requirements

5–8+ years of experience in institutional investor relations, fund administration, asset management, or a related field
Deep familiarity with investor reporting, DDQs, side letters, and capital call/distribution mechanics
Experience managing or informally leading junior team members
Strong judgment, attention to detail, flexibility, and ability to operate independently
Proven ability to manage multiple deadlines without sacrificing quality in a fast-paced environment
High standards of comfort working with senior stakeholders and institutional investors

Responsibilities

Own end‑to‑end execution of recurring and ad hoc IR deliverables, including: Investor reporting coordination and distribution, DDQs, RFPs, and ad hoc investor information requests, Investor onboarding, transfers, and portal updates, Side letter tracking and compliance coordination.
Provide direct supervision, coaching, and prioritization guidance to junior IR team members.
Assign work, set deadlines, and manage day‑to‑day workflow and capacity.
Identify training needs and support progression toward increased ownership and independence.
Serve as the first point of escalation for execution issues, missed deadlines, or data discrepancies.
Draft and review investor communications, ensuring appropriate tone, clarity, and responsiveness.
Monitor the investor inbox and ensure timely acknowledgment and resolution of inquiries.
Anticipate common investor questions and proactively address recurring issues.
Partner with accounting, fund administration, compliance, tax, and legal teams to resolve investor inquiries efficiently.
Maintain and enhance IR workflows, trackers, and calendars, including reporting timelines, questionnaires, and side letter obligations.
Ensure documentation and “how‑to” guides are current, accessible, and support continuity and onboarding.
Identify process gaps or inefficiencies and recommend practical improvements.
Act as the primary IR execution liaison with Accounting, Fund Administration, Legal and Compliance, Tax, Investments and Portfolio Management (for reporting), and Capital Raising (for DDQ handoffs and investor meetings).
Clearly delineate IR versus Capital Raising ownership post‑close to ensure smooth handoffs and accountability.