Investor Relations Associate

Posted 31 Minutes Ago
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New York, NY, USA
Hybrid
100K-125K Annually
Junior
Fintech • Software • Financial Services
Speed, Transparency and Scale for Sophisticated Investors™.
The Role
Supports investor relations for a fund of funds by building allocator and manager relationships, attending conferences, planning events, maintaining CRM pipelines, preparing investor materials, reviewing subscription and onboarding documents, coordinating meetings and diligence visits, and researching managers and markets. The role also provides broad operational and administrative support within a small, fast-growing team.
Summary Generated by Built In

About Clear Street:

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. 

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients. 

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.


The Team

CSIM is a fund of funds. Our small team builds relationships with allocators, evaluates managers, andruns the investor-facing work that keeps the firm moving. The team is currently staffed by the Head ofCSIM and the Chief Investment Officer, reporting directly to the CEO/Founder of Clear Street. We will belooking to add 2-3 additional team members in the coming weeks as we continue to grow the business.

The Role: Investor Relations Associate

We are looking for a curious, energetic generalist to support our investor relations effort and keep the firm running day to day. You will represent CSIM at conferences and events, help build relationships withallocators, and handle the documents, scheduling and logistics behind all of it. Some of the work isunglamorous. In exchange, you will see how a fund of funds is built from the inside, sit in on managermeetings, and learn the business faster than you would at a large firm.

Responsibilities

Investor Relations & Events

- Attend industry conferences and capital introduction events, meet allocators and managers,and follow up with notes and next steps.

- Plan and run events, from small dinners to larger investor gatherings, including venues, invitations, travel and follow-up.

- Maintain our investor and prospect pipeline in the CRM, and prepare materials for investor meetings.

Operations & Onboarding

- Review documents for accuracy and completeness, including subscription documents,investor forms, marketing materials and data room contents.

- Support investor onboarding alongside our fund administrator and operations lead.•

- Manage scheduling across the team, including manager meetings, investor calls and diligence visits.

Research & Team Support

- Help with research on managers and markets, including meeting notes, industry data and competitor tracking.

- Take on whatever else needs doing. On a small team, that list changes weekly.

Requirements

Experience

- Bachelor’s degree and 0–3 years of experience.

- Internships in finance, sales, events or client service are a plus, not a requirement.

- Willingness to travel regularly, sometimes on short notice.

- Financial services or high-growth technology experience preferred.

- Analytical & Functional

- Clear, careful writing and attention to detail. You catch the mistake in the document before someone else does.

- Strong people skills: comfortable starting conversations with strangers and following up without being pushy.

Mindset

- Genuine curiosity about markets, investing and how people make decisions.

- Low ego about the work and a high standard for how it gets done.

Compensation & Benefits

The Base Salary Range for this role is $100,000 - 125,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job-related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity. 

At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender-neutral parental leave, and full medical, dental, and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Our top priority is our people. We're continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer.

#LI-Hybrid

Skills Required

  • Bachelor's degree
  • 0-3 years of experience
  • Willingness to travel regularly, sometimes on short notice
  • Clear, careful writing and strong attention to detail
  • Strong interpersonal skills and comfort initiating conversations and following up
  • Financial services or high-growth technology experience
  • Internship experience in finance, sales, events, or client service

What the Team is Saying

Jordan

Clear Street Compensation & Benefits Highlights

  • Healthcare Strength — Job postings and benefits profiles point to comprehensive medical, dental, and vision coverage, alongside life and disability insurance and FSA/HSA options. Feedback suggests these offerings form a solid core of the package, though plan-cost details should be confirmed.
  • Leave & Time Off Breadth — Employer materials describe generous vacation/PTO, and feedback suggests time off is competitive on paper. Some accounts indicate employees are able to use PTO, even if experiences can vary by team.
  • Wellbeing & Lifestyle Benefits — Office-based perks such as lunch stipends, stocked kitchens, commuter benefits, happy hours, and wellness programs are widely highlighted. These day-to-day subsidies add tangible value for those working in the office regularly.

Clear Street Insights

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The Company
HQ: New York, NY
581 Employees
Year Founded: 2018

What We Do

Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale. We give our clients the technology, tools, and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they can interact with markets tomorrow. For more information, visit https://clearstreet.io.

Why Work With Us

Clear Street has thoughtfully cultivated a team that combines problem-solving engineers with financial industry experts across clearing platforms, compliance, and more. The company is focused on building a team that is motivated to tackle fintech innovation and create a collaborative work culture for everyone.

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Clear Street Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Typical time on-site: 4 days a week
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