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About the Role
We are looking for a curious, energetic generalist to support our investor relations effort and keep the firm running day to day. You will represent CSIM at conferences and events, help build relationships with allocators, and handle the documents, scheduling and logistics behind all of it. In exchange, you will see how a fund of funds is built from the inside, sit in on manager meetings, and learn the business faster than you would at a large firm.
Responsibilities
- Attend industry conferences and capital introduction events, meet allocators and managers, and follow up with notes and next steps.
- Plan and run events, from small dinners to larger investor gatherings, including venues, invitations, travel and follow-up.
- Maintain our investor and prospect pipeline in the CRM, and prepare materials for investor meetings.
- Review documents for accuracy and completeness, including subscription documents, investor forms, marketing materials and data room contents.
- Support investor onboarding alongside our fund administrator and operations lead.
- Manage scheduling across the team, including manager meetings, investor calls and diligence visits.
- Help with research on managers and markets, including meeting notes, industry data and competitor tracking.
- Take on whatever else needs doing. On a small team, that list changes weekly.
Requirements
- Bachelor’s degree and 0–3 years of experience.
- Internships in finance, sales, events or client service are a plus, not a requirement.
- Willingness to travel regularly, sometimes on short notice.
- Financial services or high-growth technology experience preferred.
- Clear, careful writing and attention to detail.
- Strong people skills: comfortable starting conversations with strangers and following up without being pushy.
- Genuine curiosity about markets, investing and how people make decisions.
- Low ego about the work and a high standard for how it gets done.
Skills
- Writing
- Attention to detail
- People skills
- Communication
- Curiosity
- Research
Location
- New York, NY
Work Type
- Hybrid
- Full-time
Experience Level
- 0-3 years
Education Level
- Bachelor's degree
Salary/Compensations
- $100,000 - $125,000
Benefits
- Company equity
- 401k matching
- Gender-neutral parental leave
- Full medical, dental, and vision insurance
- Lunch stipends
- Fully stocked kitchens
- Happy hours
About the Company
- Clear Street is modernizing the brokerage ecosystem.
- Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.
- We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market.
- Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day.
- We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs.
- All so we can provide a best-in-class experience for our clients.
- By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.
Equal Opportunity
- We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences.
- We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer.