Investor Relation Services Associate

Associate, Investor Relation Services

Job Title: Associate, Investor Relation Services

Location: On-Site, Norfolk Corporate Office

Job Summary

The Associate, Investor Relations Services, is a member of the Investor Relations Services team and supports the administration of investor relationships throughout the lifecycle of their investments across Harbor Group International entities and funds.

This role works cross functionally with Business Development, Accounting, Legal, and Compliance, and will directly impact a rapidly growing organization.

Responsibilities:

Investor Communication and Support



* Own the release of investor communications through the CRM, including capital calls, distribution letters, tax information, marketing materials, and fundraising efforts, ensuring accuracy and timely delivery across the investor base.


* Serve as a primary point of contact for allocated new and existing investors


* Partner with Investor Relations and Business Development colleagues, providing information, materials, and subject matter support to advance broader fundraising and relationship management efforts.


* Oversee and manage investor investor assignment requests


* Oversee investor distribution payment resolution

Investor Portal and CRM Administration



* Oversee activation of new investor and prospect accounts in the CRM


* Manage the full document lifecycle within the portal, including uploading and organizing reports, forms, and tax documents in line with investor and compliance requirements.


* Proactively identify investor data discrepancies and errors, drive root cause analysis, and coordinate or implement corrective actions across teams.


* Own the integrity of investor information within the CRM database, ensuring accurate, timely updates to investor accounts, contact records, and payee records, and recommending process improvements as gaps are identified.


* Provide support to investor CRM users, resolving technical issues and escalating complex cases


* Serve as a primary liaison between HGI and the third-party CRM provider, driving enhancement requests, coordinating technical support needs, and communicate priorities in platform discussions.

Capital Calls, Tracking, and Compliance



* Lead administration of investor fundraising end to end, overseeing investment commitment amounts and maintaining deal tracking spreadsheets to support accurate, real-time reporting to leadership.


* Manage the full compliance lifecycle for investor documents, including review, distribution, follow-up, and tracking, to comply with applicable regulatory requirements.


* Oversee new investor record setup and ongoing database maintenance, ensuring data accuracy and consistency to support downstream reporting and decision making.


* Manage the capital call process from issuance through collection, including sending capital calls, driving follow-up efforts, and tracking payments due and re...