Investor Relations Associate (Private Market Sales)
Job description
About the Position
Investor Relations Associate (Private Market Sales)
New York, United States
Join the team rewriting the rules in private markets.
Moonfare delivers what few others can: the highly sought-after funds and hidden-gem investments that go beyond what most private banks offer. Every opportunity is subjected to a ruthless vetting process; the bar is unforgivingly high. The result? Institutional-quality portfolios for investors who demand more.
Our team combines finance veterans with talent from tech, consulting, law and industries you’d never expect. Headquartered in Berlin, we operate from eight offices across Europe, the US and Asia.
If you're ready to build what's next in private markets, let's talk.
About the Role
Moonfare is experiencing exceptional growth in the North American market. This is a salaried position with a performance bonus, not commission-only, and no existing book is required. You'll work off an existing book and a pipeline of qualified leads, and help build Moonfare's U.S. client base from an early stage. You'll join a small, fast-growing U.S. desk in New York, reporting directly to the Head of U.S. Private Clients.
Responsibilities
- Convert qualified leads into active investors by understanding their needs, articulating Moonfare's value proposition, and guiding them through the investment journey.
- Own and grow a book of U.S. high-net-worth individuals and family offices, with a focus on long-term, high-quality relationships.
- Generate new opportunities through planned outreach campaigns, your own network, and referrals.
- Take a hands-on approach to portfolio oversight and performance discussions, offering data-driven insights tailored to investor goals, and prepare the presentations, portfolio summaries, and communications that deepen trust and reinforce Moonfare's value proposition.
- Confidently manage complex client questions, concerns, and objections - always aiming to deliver clarity and value.
- Collaborate closely with internal teams such as Product, Marketing, Compliance, and Investments to ensure a seamless and coordinated investor experience, and bring a critical eye to internal processes to enhance efficiency and the client experience.
Requirements
- Minimum of 2 years in a client-facing role, ideally in financial services, private banking, private equity, or wealth management.
- Active FINRA Series 7 & 63 licenses (65/66 a plus).
- Target-driven, motivated by building something rather than inheriting it.
- Confident, professional communication style and the ability to engage sophisticated investors.
- Structured and organized approach to work, with strong attention to detail.
- Team player with a global mindset and enjoy working across cultures and time zones.
We Offer
- Salary Range: $90,000–$100,000 USD
- Base salary and performance-related bonus component
- Performance-related commercial bonus measured against on-target earnings
- Comprehensive benefits package
Our Commitment to a Rigorous & Fair Assessment
We believe in a transparent and comprehensive evaluation process designed to understand your unique skills and potential. Our approach is a two-way street: it allows us to see if you are the right fit for Moonfare, and just as importantly, it allows you to determine if we are the right fit for you.
Our process consists of the following stages:
Screening
- Talent Acquisition Interview (Virtual): An initial conversation to discuss your experience and motivations, and for you to learn more about the role, the team, and our mission.
- Aptitude Assessment: A short, standardized assessment to understand your verbal, numerical, and abstract reasoning abilities, giving us insight into your problem-solving capabilities.
Hiring Manager Interview
- Hiring Manager Interview (On-site): A conversation with the Head of U.S. Private Clients about your client experience, how you build and grow investor relationships, and what you would bring to a growing U.S. desk.
Team Interviews
- Case Study Interview: This is your opportunity to showcase your skills. You will be presented with a real-world challenge relevant to the role, allowing us to see your thought process, skills, and approach in action. You’ll get to see our beautiful office space and meet more of the team.
Final Interview
- Leadership Interview: A final conversation focused on our leadership principles, ensuring you will thrive in our high-performance culture.
Our Values
- Client-Centric Focus: Our clients come first, Moonfare comes second, and we prioritise ourselves third.
- Commitment to Excellence: We pursue excellence and honor our promises.
- Win Together: We are here to win and to celebrate our collective achievements.
- Growth and Merit: We foster personal growth but each of us earns our place as a Moonfarian through merit.
We understand the important role that diversity plays in our success. Different backgrounds, experiences and ideas push us further and raise the bar. We’re committed to developing an inclusive and safe culture where everyone - regardless of colour, race, religion, sex, origin, sexuality, disability, marital status, citizenship or gender identity - knows that they are an integral part of the team and can bring their full potential to their work.
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