Tate Recruitment
Investor Relations Associate

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We're working with a leading infrastructure investment manager seeking a Capital Solutions & Investor Relations Associate to support investor engagement, fundraising initiatives, and strategic communications across a range of private market investment vehicles.
This is an excellent opportunity for an ambitious professional with 1-2 years of experience in investor relations, fundraising, capital raising, private markets, asset management, investment management, or financial services communications who is looking to develop their career in a dynamic and international environment.
The Role
As a Capital Solutions & Investor Relations Associate, you will support all aspects of investor relations, fundraising, marketing, and project management activities. You will work closely with senior stakeholders and gain exposure to institutional investors, fund management teams, and investment professionals across multiple strategies.
Key Responsibilities
- Assisting with the preparation of RFPs, DDQs and other fundraising materials
- Creating and maintaining investor presentations, pitch books, teasers and marketing collateral
- Preparing investor reports, sustainability reports and responses to investor queries
- Supporting fundraising meetings through research, analysis and preparation of briefing materials
- Maintaining accurate information on investment strategies, portfolio performance and pipeline activities
- Conducting investor and market research, including competitor and industry analysis
- Supporting investor communications, website content, announcements and thought leadership materials
- Coordinating investor events, roadshows, due diligence sessions and other stakeholder meetings
- Managing and maintaining CRM systems to ensure investor data remains accurate and up to date
- Supporting ESG and sustainability-related initiatives and reporting requirements
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About You
We're looking for a proactive and highly organised professional who enjoys working in a fast-paced, client-facing environment.
You will ideally have:
- 1-2 years of experience in Investor Relations, Fundraising, Capital Raising, Asset Management, Private Markets, Investment Management, Financial Services Marketing, or a related field
- Strong written communication skills with the ability to produce high-quality content for institutional and professional audiences
- Excellent attention to detail and project management skills
- The ability to manage multiple priorities and work effectively to tight deadlines
- A professional and confident approach when interacting with senior stakeholders and investors
- Strong analytical and research capabilities
- Experience using Microsoft Office (particularly PowerPoint and Excel)
- Familiarity with CRM platforms and AI productivity tools
- A genuine interest in infrastructure, private markets, investment management, fundraising, and investor communications


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Why Apply?
- Exposure to institutional investors and fundraising activities
- Opportunity to work closely with senior investment professionals
- Broad remit covering investor relations, fundraising, communications, ESG and project management
- International and collaborative working environment
- Strong career development opportunities within a growing investment platform
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