Investor Relations Coordinator
| Req Number: | ZEVBVB |
| Location: | Dallas, TX |
| Posted: | 8/19/2026 |
| Category: | Financial : Asset Management |
| Job Type: | Permanent |
Korn Ferry is partnering with our client on their search for an Investor Relations Coordinator.
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Company Overview:
• Established Dallas-based private equity firm investing across the energy value chain, including energy infrastructure and upstream oil and gas
• The firm manages capital on behalf of a sophisticated investor base that includes institutions, asset managers, insurance companies, endowments, pensions, family offices, registered investment advisors, and ultra-high net worth individuals
• The organization has raised several billion dollars of capital over the past four years and remains highly active across multiple investment and fundraising strategies
• The firm has approximately 50 employees and places a significant emphasis on culture, collaboration, professionalism, and finding individuals who genuinely fit within the team
• This is a close-knit environment where employees have meaningful visibility across the organization and where reliability, attention to detail, organization, and strong interpersonal skills are highly valued
Role Summary:
• Title: Investor Relations Coordinator
• Reports To: Senior Associate, Investor Relations
• Location: Dallas, TX
• Work Arrangement: Strong preference for someone working in person in Dallas, although the firm may consider an exceptional candidate outside of the market
• Team Scope: Work closely with the Investor Relations and fundraising team, senior leadership, compliance, placement agents, fund administrators, and the firm's investor base
• Primary Focus: Serve as the organizational and operational backbone of the Investor Relations function, with a heavy emphasis on CRM ownership, investor data integrity, fundraising tracking, reporting, meeting coordination, and ongoing limited partner support
Key Responsibilities:
• Own the day-to-day management and organization of the firm's investor CRM
• Ensure investor records, meeting activity, fundraising pipeline information, contact data, and reporting remain accurate, organized, and current
• Manage new investor data entry and help improve the efficiency and quality of CRM processes through technology and automation
• Maintain fundraising trackers, demand books, dashboards, pipeline reports, and weekly reporting across multiple active fundraising initiatives
• Produce investor analytics and provide accurate information to the Investor Relations and fundraising teams
• Coordinate investor meetings, calendars, and scheduling while preparing briefing materials for meetings and fundraising discussions
• Support active fundraising efforts by coordinating across internal teams, placement agents, fund administrators, and other external partners
• Manage the Investor Relations inbox and ensure investor requests are routed, tracked, and resolved promptly
• Support investor communications including newsletters, webinars, marketing materials, and ongoing limited partner engagement
• Coordinate due diligence questionnaires and ensure DDQs are completed accurately and submitted within required deadlines
• Assist with investor onboarding, subscription documentation, capital call communications, investor portal administration, and other investor servicing activities
• Support limited partner advisory committee administration and ongoing investor reporting
• Prepare and organize materials for investor meetings, roadshows, conferences, and fundraising events
• Help continuously improve the systems, workflows, and processes supporting the firm's growing Investor Relations platform
Ideal Candidate Profile:
• Bachelor's degree required
• Prior experience in Investor Relations, fundraising, fund administration, investment operations, private equity, alternative asset management, or a related environment
• Previous experience working with Salesforce or another sophisticated CRM platform is highly important
• Strong CRM orientation with an ability to maintain highly accurate investor records, tracking systems, pipelines, and reporting
• Exceptional organizational skills with meticulous attention to detail
• Someone who genuinely enjoys organization, coordination, tracking, systems, and ensuring processes run smoothly behind the scenes
• Strong written and verbal communication skills with the ability to interact professionally with institutional investors and senior internal stakeholders
• Ability to independently manage multiple priorities, maintain strong follow-through, and consistently meet deadlines
• High degree of professionalism, discretion, accountability, and ownership
• Advanced Microsoft Office skills; experience with investor portals, reporting platforms, and AI productivity tools is a plus
• Strong preference for an experienced and steady professional who is comfortable building long-term expertise within an Investor Relations Coordinator role
• Someone who values stability and becoming a trusted long-term resource to the team rather than being primarily driven by rapid title progression
• Culture fit is extremely important. The ideal person will be collaborative, personable, low ego, dependable, and comfortable working within a close-knit firm
Compensation & Benefits:
• Compensation: Market rate with flexibility based on the candidate's experience and expertise
• Annual Bonus Opportunity
• Strong preference for an in-office presence in Dallas
• Flexibility may be considered for an exceptional candidate outside of Dallas
• Opportunity to join an established private equity firm during an active period of capital formation
• Significant exposure to fundraising, institutional investors, senior leadership, and private markets Investor Relations
Selling Points
• Opportunity to join an established private equity platform that has raised several billion dollars of capital in recent years
• Become a key organizational resource supporting a highly active Investor Relations and fundraising function
• Meaningful ownership of CRM management, investor data, fundraising pipelines, reporting, and tracking processes
• Direct exposure to institutional investors, senior leadership, placement agents, fund administrators, and sophisticated private markets fundraising activity
• Work within a close-knit organization of approximately 50 employees where culture and individual contributions genuinely matter
• Excellent opportunity for someone who enjoys the operational and organizational side of Investor Relations and wants to become a trusted long-term member of the team
• Strong fit for an experienced professional who enjoys creating structure, maintaining accuracy, anticipating needs, and keeping complex fundraising processes organized
• Opportunity to work at the center of multiple fundraising initiatives while helping enhance the systems and processes supporting continued growth
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Korn Ferry shall provide equal employment opportunity to all qualified candidates, and will refer candidates without regard to race, color, religion, national origin, sex, age, disability, veteran status or any other legally protected basis. Artificial Intelligence tools may be used in connection with the recruitment process for this position.
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