Associate, Investor Relations

Greenwich, CT

Responsibilities

 

  • Capacity to organize and evaluate investor and portfolio data and automate/improve processes.
  • Coordinate with investors, the fund administrator and internal teams on capital activity processing and wire distributions.
  • Gain familiarity with the company’s organizational composition, fund offering documents and subscription agreements in order to assist investors and internal teams during the new investor on-boarding process.
  • Formulate and review internal reporting such as ERISA analysis and investor type reporting.
  • Intermingle with data systems providers to enable systems enhancements coordinating with other investor relations and services team members and technology.
  • Assist in formulation of all materials necessary for any investor meetings, involving due diligence meetings, client marketing meetings and the annual partner meeting.
  • Assist with the continuing maintenance of firm website, including company updates and the posting of investor and fund-level reporting.
  • Maintain virtual data room with the important updated documents for current and prospective investors.
  • Assist with the overall investor services responsibility, including exhibiting consistent professionalism, friendliness and patience when communicating with the investors and internal team members.

 

Requirements

 

  • Bachelor’s degree necessary
  • 3-5 years of alternative investment industry experience as part of an investor services/relations division
  • Robust technical and Excel skills mandatory; solid working knowledge of PowerPoint and Word
  • Customer relationship management (CRM) database experience ideal
  • Investor reporting/marketing support expertise a plus
  • Solution-focused with ability to take initiative, think innovatively and proactively seek out resources to achieve goals.
  • Capability to exercise a high level of discretion in handling confidential matters/materials
  • Must possess a team-focused attitude with a demonstrated ability to work collaboratively with others, while maintaining the ability to also be extremely effective independently

 

 

 

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 12/29/2020
Salary $100,000 - $150,000







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