Job Overview – Vice President (Investor Relations & Client Services):
Compensation: $150,000 – $180,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (In-Office)
Drive investor communications, reporting, and relationship management as a Vice President in New York, NY, with our client, a leading credit-focused asset management firm. This high-impact role supports institutional clients across alternative investment strategies, with responsibilities including investor materials, inflows/outflows, RFPs, and onboarding. Advanced Excel, PowerPoint, and CRM proficiency is required, and Adobe InDesign experience is a plus.
Responsibilities as the Vice President (Investor Relations & Client Services):
- Investor Reporting: Prepare monthly and quarterly reports, draft commentaries, and respond to investor inquiries.
- Client Engagement: Coordinate and follow up on investor meetings, ensuring accuracy and timely execution.
- Market & Product Analysis: Conduct peer comparisons and asset class research to support presentations and insights.
- RFP & Content Management: Lead RFP/RFI responses and contribute to building scalable, streamlined processes.
- Client Onboarding & CRM: Manage onboarding, track inflows/outflows, update guidelines, and maintain CRM records.
- Cross-Functional Collaboration: Work with sales, legal, ops, and investment teams on product reviews and due diligence.
Qualifications for the Vice President (Investor Relations & Client Services):
- Education: Bachelor’s degree required, with an MBA and/or CFA designation also required.
- Experience: 7-9 years of experience in investor relations, client service, or business development within a credit-focused or alternative asset management firm serving institutional investors.
- Technical Skills: Proficiency in Microsoft Office with strong Excel skills including v-lookups, pivot tables, and formulas, and familiarity with CRM systems and Adobe InDesign is preferred.
- Skills & Attributes: Highly organized, detail-oriented, and analytical, with strong communication skills and the ability to thrive in fast-paced, team-driven environments.
- Industry Knowledge: Deep understanding of fixed income strategies, institutional investor expectations, and the competitive landscape within credit and alternatives.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.