Investor Relations Associate (Austin, TX)

The Investor Relations Associate is responsible for assisting in the coordination of, and providing support for, the investor relations team and communication efforts of the Firm. The ideal candidate should have a drive to learn the Firm’s various asset classes, should have strong project management and analytical skills, should be well spoken, and should exhibit an aptitude for maintaining and deepening existing investor relationships.


  • Provide support to senior professionals in executing an ongoing investor relations and relationship management plan for existing and prospective Limited Partners
  • Work closely with outside third-party organizations (e.g., fund administrators, auditors, legal counsel, etc.) that support the investor relations team and assist them with their respective duties
  • Maintain internal records of investor transactions and proactively create and review reports to ensure accuracy
  • Maintain the investor relations CRM (i.e., Salesforce)
  • Draft investor communication materials, including applicable notices and/or required reporting
  • Assist with new investor onboarding, inclusive of walking clients through the documents/processes and inputting investor data into various internal systems (i.e., Salesforce, Citrix ShareFile, FTP, etc.)
  • Assist current investors with day-to-day tasks and inquiries (i.e., emailing account statements, providing investor account updates, updating investor contact information, etc.)
  • Respond to quarterly and ad-hoc investor information requests and coordinate with other business units (i.e., investment team, business development, finance, legal, etc.) as necessary to complete requests


  • Bachelor’s degree in Economics, Finance, Communications, or other quantitative-related fields
  • 2-3 years of experience working with a private equity firm, hedge fund, or other related industry positions preferred
  • Strong project management skills – organized and thorough with an acute attention to detail
  • Results-oriented with high prioritization skills, ability to handle multiple tasks, and deliver projects in a timely fashion
  • Highly collaborative with excellent communication (written and verbal) skills, interpersonal skills, and ability to work well in a team structure
  • Strong work ethic, self-motivated, proactive, and capable of thriving in a fast-paced environment
  • Demonstrated proficiency with Microsoft Office suite (specifically, Word, Excel, and PowerPoint)
  • Familiarity with Salesforce or similar CRM platforms a plus

This position will be located in our Austin, Texas office

Vida is vertically integrated with Magna Life Settlements, one of the largest licensed life settlement providers in the industry. If you are interested in Careers at Magna Life Settlements Please Click Here.

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