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Vice President, Investor Relations Operations

Vice President, Investor Relations Operations

Location: New York, NY

The Vice President, Investor Relations Operations plays a key role in supporting Madison's Equity Capital Markets (ECM) team by coordinating investor services, fundraising operations, executive communications, marketing initiatives, and strategic business projects. This highly collaborative position serves as a central point of coordination across multiple internal teams and external partners, helping to ensure the efficient execution of investor-facing initiatives and day-to-day business operations.

The ideal candidate is highly organized, detail-oriented, and proactive, with exceptional project management and communication skills. This individual will thrive in a fast-paced environment, managing multiple priorities while maintaining a high standard of professionalism and client service.

Key Responsibilities:

Investor Services & Operations

  • Coordinate investor onboarding and ongoing servicing activities.
  • Manage investor inquiries and ad hoc requests, ensuring timely and professional responses.
  • Administer the investor portal and CRM system, maintaining accurate investor records and data integrity.
  • Support fund administration activities and investor verification processes.
  • Coordinate fundraising virtual data room (VDR) administration.
  • Identify opportunities to improve operational processes and investor experience.

Fundraising Operations

  • Maintain and manage the fundraising prospect database and pipeline.
  • Prepare fundraising dashboards, reports, and CRM analytics.
  • Coordinate due diligence requests and fundraising materials.
  • Manage coverage assignments and fundraising workflows.
  • Serve as a liaison with placement agents, consultants, and distribution partners.

Investor Events & Executive Communications

  • Coordinate the planning and execution of the Annual Investor Meeting, including project management, logistics, registration, vendor coordination, agenda development, and post-event follow-up.
  • Support quarterly investor webinars and virtual events, including speaker coordination, platform administration, invitations, technical rehearsals, and attendee reporting.
  • Assist with LPAC meetings, investor conferences, and other client-facing events.

Marketing & Communications

  • Coordinate marketing collateral and investor communications.
  • Assist with website updates, LinkedIn content, newsletters, and thought leadership initiatives.
  • Coordinate conference announcements, podcasts, and media-related activities.
  • Support external public relations initiatives and collaborate with marketing vendors.

Vendor & Relationship Management

  • Coordinate relationships with third-party service providers supporting investor relations, fundraising, marketing, and technology initiatives.
  • Manage vendor communications, project timelines, and service deliverables.
  • Assist in evaluating and implementing new vendors and technology solutions.

Strategic Projects & Business Operations

  • Support operational improvement initiatives and workflow enhancements.
  • Coordinate cross-functional projects across the ECM team and other departments.
  • Assist with CRM enhancements, reporting, and data governance initiatives.
  • Support technology implementations and automation projects.
  • Perform additional special projects and administrative support for ECM leadership as needed.

Click here to see the full job description and application form

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