New York Series 65 Associate
Location: Remote
Compensation: Hourly
Reviewed: Tue, Jun 03, 2025
This job expires in: 18 days
Job Summary
A company is looking for an Investor Research & Outreach Associate.
Key Responsibilities:
- Identify and research prospective limited partners (LPs)
- Build and maintain a CRM/database of investor targets
- Draft and customize email outreach templates and coordinate outreach campaigns
Required Qualifications:
- 2+ years of experience in investor relations, capital raising, or alternative investments
- Strong understanding of the institutional investor landscape
- Experience with CRM tools (e.g., Affinity, HubSpot, Salesforce)
- Series 65 license
- Experience working with RIAs or hedge funds preferred
COMPLETE JOB DESCRIPTION
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