Investor Relations, Associate

Who We Are 

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $11 billion in assets under advisement. Headquartered in Washington, with a team of over 115 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. 

The Opportunity:  

Freestone is seeking a full-time Investor Relations Associate or Senior Associate to join our investment team. This is a unique and dynamic role that supports operations across our entire investment platform, offering a strong foundation for career development and advancement.  

The hire will collaborate closely with internal investment professionals, finance and accounting, operations, marketing, and client advisory teams. This cross-functional exposure provides an exceptional opportunity to build a broad and influential internal network.  

The position focuses on supporting both public and private market offerings, with responsibilities spanning fund operations, investor communications, data management, and project execution. Ideal candidates will be detail-oriented, collaborative, and eager to develop a deep understanding of alternative and traditional investment strategies.  

What You’ll Be Doing: 

• Marketing: Develop and coordinate the preparation of presentations and other documents to support the investment team, both internal and external, such as:  
  • Marketing presentations for current and prospective clients;  
  • Monthly firm-wide updates on investment performance and macro-economic trends;  
  • Monthly Investment Committee packages and minutes;  
  • Monthly reporting to the alternative funds’ banking partners;  
  • Quarterly and annual investment update letters to clients; and  
  • Internal and external thought pieces and white papers on financial markets and investment trends  
• Operations Execution: Ensure operational best practices through strong project management skills with direct responsibility for weekly, monthly, and quarterly deliverables 
• Technology Management: Administer and continue to expand the team’s utilization of SharePoint and our other investment management software, primarily through Bloomberg, Morningstar, and Backstop 
• Research: Manage the team’s library of research resources, identifying key insights for the broader team 
• Special Projects: Perform any such duty as necessary to support Freestone’s investment program 

Qualifications and Experience: 

• 1-5 years of experience in a related field, although we will consider exceptional graduating seniors 
• Strong written and oral communication and presentation skills 
• Ability to manage projects independently and readiness to assume a high level of responsibility 
• Proficiency multi-tasking and working across teams even when deadlines are tight and pressure is high 
• Rigorous attention to detail 
• Well-rounded academic background complemented with strong performance and challenging course selection 
• Comfort receiving direct feedback in real-time 
• Aptitude to synthesize large amounts of information and develop innovative solutions 
• Proficiency working with various technology providers and the Microsoft Office Suite, especially PowerPoint 
• Working knowledge of complex financial concepts is preferred  
• Ability to focus in an open office environment   

Why Join Us? 

• Expected base salary for this position is $78,000 - $90,000 depending on experience and skill set
• May be eligible for a discretionary bonus based on company and individual performance  
• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending
• Generous paid time off—17 days of vacation, plus 10 paid holidays, and Summer Fridays
• Meal perks, company events, team celebrations, and more
• A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow

Our Core Values 

• Commitment: You bring passion, integrity, and energy to everything you do. 
• Collaboration: Working together makes us stronger, smarter, and more innovative. 
• Continuous Improvement: We’re all about growth—both for our clients and ourselves.

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. 

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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