Private Equity Investor Relations Specialists

Private equity investor relations specialists manage relationships with current investors (who are known as limited partners) and market funds to prospective investors (e.g., high-wealth individuals, funds of funds, pension funds, insurance companies, and family offices). Serving as the major point of contact between investors and the private equity (PE) firm, investor relations specialists keep investors up to date regarding the fund. This career requires a multidisciplinary set of skills in communications, marketing, finance, and law. At smaller funds, the role of investor relations specialist is often combined with that of marketing specialist.

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Quick Facts
Alternate Title(s) Assistant Investor Relations Managers, Heads of Investor Relations, Investor Relations Directors, Investor Relations Managers, Investor Relations Officers
Duties Manage relationships with limited partners while marketing to prospective investors
Salary Range $100,000+
Work Environment Primarily Indoors
Best Geographical Location(s) New York, Boston, Houston, Dallas, Chicago, San Francisco, Menlo Park, Palo Alto, and Los Angeles and other cities with large financial sectors
Minimum Education Level
  • Bachelor's Degree
School Subjects
  • Business
  • English
  • Speech
Experience Several years experience in finance for entry-level positions; five to 10 years of investor relations experience for top positions
Personality Traits
  • Enterprising
  • Hands On
  • Outgoing
Skills
  • Financial
  • Interpersonal
  • Public Speaking
Certification or Licensing Recommended
Special Requirements None
Employment Prospects Good
Advancement Prospects Fair
Outlook Faster than the Average
Career Ladder
  • Managing Partner
  • Investor Relations Director
  • Investor Relations Manager
  • Business Analyst/Assistant Investor Relations Manager

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