Director of Financial Performance
4 weeks ago
Director of Investor Relations / Capital Formation responsibilities will include:
Developing and executing a comprehensive investor relations strategy that aligns with the firm's goals and values.
Cultivating and maintaining relationships with institutional investors, individual investors, and other stakeholders.
Providing accurate and timely updates on investment performance, market trends, and economic developments.
Creating investor communications materials such as presentations, reports, and newsletters.
Coordinating and participating in investor meetings, conferences, and events.
Addressing investor inquiries, concerns, and requests in a professional and timely manner.
Collaborating with legal and compliance teams to ensure all communications adhere to regulatory requirements.
Monitoring industry best practices and trends in investor relations to enhance our approach.
Director of Investor Relations / Capital Formation Qualifications:
Bachelor's degree in Finance, Business, Economics
Experience interfacing with investors and raising capital
Proven track record of 5+ years in investor relations, finance, or related roles within the investment industry.
Strong understanding of financial markets, investment products, and portfolio management.
Exceptional communication skills, both written and verbal, with the ability to convey complex concepts in a clear and concise manner.
Demonstrated experience in building and maintaining relationships with a diverse range of investors.
Proficiency in financial analysis, reporting, and presentation tools.
Strategic mindset with the ability to contribute to the development of investor relations strategies.
Strong interpersonal skills and the ability to work effectively in a collaborative team environment.
*preference is for the individual to sit on the East Coast - but must be comfortable traveling
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