Investor Relations Executive

3 weeks ago


London, United Kingdom Michael Page Finance Full time

The Investor Relations Executive role involves delivering exceptional service to retail investors and financial advisers by managing queries and processing administrative tasks related to tax-efficient investment products. It also includes supporting the sales team, assisting with investor communications, and contributing to client engagement initiatives. Client Details The client is a leading financial services provider specialising in real assets and growth capital, operating across the UK, Europe, and Australia. They focus on sustainable investment strategies that drive energy transition, decarbonisation, and nature recovery, while delivering attractive returns to investors. Description The duties of the Investor Relations Executive include: Respond to investor and adviser queries via email and telephone within agreed SLAs.Manage administrative processes such as fund transfers, exits, and investor portal tasks.Prepare and distribute investor communications including valuations, reports, and dividend announcements.Support the retail sales team and attend client meetings to provide fund performance updates.Act as a product champion for tax-efficient products and contribute to service improvement initiatives.Organise investor events and assist with client retention strategies. Profile he id...



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