Investor Relations Associate

The role

You will support investor relations efforts and handle day to day firm operations. This includes representing CSIM at events, building allocator relationships, and managing documentation and logistics.

What you will do

• Attend industry conferences and capital introduction events
• Meet allocators and managers and follow up with notes
• Plan and run events including venues, invitations, travel and follow-up
• Maintain investor and prospect pipeline in the CRM
• Prepare materials for investor meetings
• Review documents for accuracy and completeness
• Support investor onboarding
• Manage scheduling for manager meetings, investor calls and diligence visits
• Help with research on managers and markets
• Take on other tasks as needed

Required qualifications

• Bachelor's degree
• 0–3 years of experience
• Willingness to travel regularly, sometimes on short notice
• Clear, careful writing and attention to detail
• Strong people skills
• 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 have

• Internships in finance, sales, events or client service
• Financial services or high-growth technology experience

Benefits

• Company equity
• 401k matching
• Gender-neutral parental leave
• Full medical, dental, and vision insurance
• Lunch stipends
• Fully stocked kitchens
• Happy hours

About the company

Clear Street is a diversified financial services firm founded in 2018 that is modernizing the brokerage ecosystem. The company built a cloud-native clearing and custody system to support global markets.