YOUR NEXT CHAPTER
Investor Relations Coordinator
About the role
• 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
• 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)
• 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