Investor Research & Outreach Associate

New York, NY
Client Partnerships /
Part-time /
Remote
Position: Investor Research & Outreach Associate
Location: Remote or NYC (depending on client preference)
Type: Part-time Contract (3-month, with potential to extend)
 
About the Client:
Our client is a registered investment adviser (RIA) focused on deploying capital into cutting-edge AI infrastructure, with a track record of success and a strong pipeline of opportunities. They are seeking a highly organized, research-savvy associate to support their capital development efforts through investor intelligence, data management, and strategic outreach.
 
Role Overview:
You will be responsible for researching prospective limited partners (LPs), managing outreach lists, drafting outreach materials, and coordinating with internal leadership. This is a high-impact role designed for someone familiar with private fund structures and investor ecosystems, particularly within alternatives, hedge funds, venture capital, or private equity.

Key Responsibilities:

    • Identify and research prospective LPs (family offices, endowments, fund-of-funds, etc.)
    • Build and maintain a CRM/database of investor targets
    • Draft and customize email outreach templates
    • Coordinate with internal leadership on outreach campaigns and follow-ups
    • Monitor investor response trends and provide weekly reporting
    • Schedule initial meetings and ensure prompt follow-up
    • (Optional if registered) Send approved materials to LPs on behalf of the fund

Required Qualifications:

    • 2+ years of experience in investor relations, capital raising, private equity, venture capital, or alternative investments
    • Strong understanding of institutional investor landscape
    • Excellent research and written communication skills
    • Experience with CRM tools (e.g., Affinity, HubSpot, Salesforce)
    • Detail-oriented, organized, and proactive

Requirements

    • Series 65 license
    • Experience working with RIAs or hedge funds
    • Familiarity with the AI/tech infrastructure space (Preferred)
$50 - $65 an hour
3-month contract (Contract-to-hire)
~15–25 hours/week to start, with flexibility depending on candidate availability
Compensation range for 3-Month Contract: $12,000–$19,500
(Based on $50–$65/hour; FTE equivalent: ~$100,000–$130,000/year)