Investor Relations Coordinator

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Professionally engage with investors, potential investors, and internal team members via phone, email, and video conferencing.

• Provide support to Spanish-speaking contacts and stakeholders as necessary.

• Utilize the firm's CRM to document interactions, maintain clear notes, and ensure records are accurate and current.

• Oversee calendars and manage scheduling for the Head of Investor Relations.

• Assist in building and organizing the Investor Relations department, including documenting procedures and enhancing workflows.

• Acquire knowledge of existing playbooks and the internal knowledge base, while also contributing to their improvement.

• Collaborate with the executive assistant team along with other operations and administrative colleagues.

• Apply sound judgment in ambiguous situations and recognize when escalation is necessary.

• Report directly to the Head of Investor Relations.

• Occasionally travel to Dallas, Texas, for the annual meeting and significant events.

⛳️ Requirements

• Extensive prior experience in an investor-facing, client-facing, sales support, marketing coordination, or a related role.

• Preference for more senior candidates.

• Outstanding spoken and written English: natural, warm, conversational, and never scripted.

• Fluent in spoken and written Spanish (native or near-native proficiency).

• Professional demeanor and tone when interacting with senior-level contacts.

• Strong attention to detail and quick learning ability.

• Comfortable with technology, prior CRM experience, and disciplined note-taking practices.

• Proven good judgment, resourcefulness, and capability to think creatively in ambiguous situations.

• Located in South America or Mexico, with a schedule that aligns with U.S. Central Time business hours.

• Willingness and capability to travel to Dallas occasionally.

• Reliable internet connection and a professional home office setup.

• Preferred background in private equity, finance, asset management, fundraising, or professional services.

• Preferred experience supporting executives or senior leaders.

• Familiarity with tools like Notion and modern collaboration software (preferred).

🏝️ Benefits

• A new, high-visibility position with opportunities for growth as the department develops.

• Direct collaboration with senior leadership.

• Compensation that is commensurate with experience (competitive for the right candidate).

• Fully remote work with occasional in-person events in Dallas.