Investor Relations Associate

Role & Responsibilities:

• Act as the first point of contact with investors to respond to requests and ensure their question or need is addressed.
• Collaborate with Business Development leads, Data and Analytics team and Operations in support of key client service activities.
• Draft and prepare responses to investor questionnaires and RFP's, ensuring timely response.
• Ensure timely delivery of regular and ad hoc investor communications and reporting.
• Manage the client service inbox.
• Maintenance of CRM, distribution lists and investor portal
• Manage and/or support the efficient onboarding and offboarding process for investors.
• Support regular and ad hoc investor communications, as needed, including distribution of the quarterly letters.
• Assist with other miscellaneous team tasks, as needed.

Skills Required:

• Bachelor's degree required
• 3+ year experience in financial services/ asset management
• Investor Relations or Client Service experience required
• Institutional investor experience a plus
• Possess a collaborative, "client first" orientation with strong organizational skills and attention to detail
• Be an excellent communicator, written and oral
• possess good judgement and a problem-solving mindset
• Be self-motivated, results-driven, resourceful
• Prefer working in a fast-paced, dynamic environment.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted