Bilingual Investor Relations Coordinator

Bilingual Investor Relations Coordinator

Position Summary

The Investor Relations Coordinator supports the Investor Relations team in building and growing relationships with current and prospective investors (Limited Partners). The role sits at the center of fundraising activity, investor communication, and LP experience, combining business development support, relationship management, meeting and event coordination, and data and documentation management.

The ideal candidate is polished, relationship-driven, and highly organized. This individual will play a key role in fundraising activities, investor outreach, pipeline management, and delivering a best-in-class experience to Limited Partners, and will share a culture that values building relationships with trust, transparency, and respect.

Key Responsibilities

Fundraising & Business Development Support

• Support fundraising efforts by helping identify, research, and qualify prospective investors.
• Manage the investor pipeline in the CRM, tracking outreach, meetings, follow-ups, and commitments.
• Coordinate investor outreach campaigns and schedule introductory and follow-up meetings.
• Prepare pipeline reports and activity summaries for the Head of Investor Relations.

Investor & LP Relationship Management

• Serve as a professional, responsive point of contact for current and prospective LPs.
• Build and nurture investor relationships through timely, thoughtful communication and follow-through.
• Coordinate the preparation and delivery of investor updates, quarterly reports, pitch materials, and presentations.
• Track investor requests and ensure timely, accurate responses.

LP Meetings & Events

• Coordinate LP meeting logistics, both virtual and in-person, including roadshows, conferences, regular meetings, and the annual meeting.
• Draft agendas, prepare briefing and meeting materials, and track action items and follow-ups.
• Represent the firm professionally at investor events and help maximize relationship-building opportunities.

Data & Documentation Management

• Maintain LP contact lists, CRM records, communication history, and documentation related to LP engagements.
• Organize investor files, data room content, and distribution lists.
• Support due diligence requests and investor questionnaires as needed.

Operational & Strategic Support

• Anticipate needs and proactively manage investor relations workflows.
• Track and help manage strategic initiatives, special projects, and team priorities.
• Maintain confidentiality in all interactions.

Education & Experience

• 2+ years of experience in investor relations, sales, business development, client relationship management, or a related role within a fast-paced professional environment.
• Private equity, investment banking, asset management, or other financial services experience is a plus.
• Experience using a CRM (e.g., Salesforce, DealCloud, or similar) preferred.
• Bachelor’s degree preferred.

Skills & Character Traits

• Relationship builder with strong interpersonal skills and executive presence.
• Confident, persuasive communicator, both written and verbal, with polished presentation skills.
• Competitive, goal-oriented, and motivated by results and hitting targets.
• Persistent and disciplined in follow-up; comfortable with outreach and building a pipeline.
• Client-service mindset with the ability to anticipate investor needs and deliver an exceptional experience.
• Exceptional attention to detail, time management, and organizational skills.
• Highly efficient, adaptable, resourceful, and responsive.
• Ability to function professionally under pressure while managing multiple concurrent projects and deadlines.
• Proficiency in Microsoft Office (Outlook, Word, Teams, Excel, and PowerPoint) is a necessity.
• Performs duties with the highest level of confidentiality, work ethic, and integrity.
• Ability to work independently while collaborating cross-functionally with internal and external teams.
• Upholds firm values and culture with a positive “can-do” attitude, people-first mindset, and proactive team approach.

Qualifications

Required

• Must hold a valid U.S. visa or other appropriate U.S. entry authorization that permits occasional business travel to Dallas, Texas, for the annual meeting and other key company events. Mexican citizens may qualify for a B-1/B-2 visitor visa or Border Crossing Card (BCC), subject to eligibility and the nature of the planned activities.
• Exceptional spoken and written English: natural, warm, conversational and never scripted
• Fluent spoken and written Spanish (native or near-native)
• Ability to learn quickly
• Comfort with technology and disciplined note-taking habits
• Demonstrated good judgment and the ability to think outside the box in ambiguous situations
• Based in South America or Mexico, with a schedule that overlaps with U.S. Central Time business hours
• Reliable internet and a professional home-office setup

Anywhere Talent is proud to be an equal opportunity workplace. We are committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status

Join Anywhere Talent and play a pivotal role in empowering businesses with your expertise. Let’s create partnerships that drive success together! Apply now and embark on a rewarding journey with us!