Investor Relations Manager

2 weeks ago

HenleyonThames Oxfordshire, United Kingdom eFinancialCareers Full time

As the Investor Relations Manager, you must have an entrepreneurial mindset with a willingness to take ownership of the complete business function. Being adaptable and agile, always pushing your own boundaries and have an analytical/finance outlook is essential. You will be a self starter fully dedicated to taking control and supporting all matters related to investors.

The position will have external relationship management responsibilities which include working with institutional investors, family offices and High Net Worth individuals.

The ongoing relationship management responsibilities include facilitating regular investor engagement and interactions, portfolio updates and ad hoc client projects. Additionally, you’ll design institutional presentations, and other investor deliverables as necessary.

Responsibilities

  • Onboarding investors into the fund, completing the investor due diligence processes (KYC & AML), and completing all documentation
  • Establishing and maintaining effective investment / investor processes and procedures
  • Interface with investors for the purpose of responding to investor queries and retention
  • Collaborating with introducers and agents, key vendors, and internal stakeholders, to ensure funds are recorded in the internal database and investor portals. Work with finance to reconcile all investor inflows and outflows.
  • Work with finance to organise and calculate investor redemptions, including detailed cashflow planning
  • Organising investor meetings and events, managing factsheet content, and overseeing Investor reporting
  • Producing presentations and marketing materials for investors
  • Work alongside senior professionals across the business to support the fundraising efforts and service the existing investor base
  • Oversee the creation and development of key marketing materials for fundraising, roadshows, management / board meetings
  • Liaising with internal business teams and external stakeholders (Investment, Legal, Finance etc.)
  • Get involved with ad-hoc projects including co-investment processes
  • Conducting fund/portfolio analysis for Internal / external use
  • Ensure full compliance with all policies and procedures

Core Skills / About You

  • Minimum 5 years of relevant work experience, preferably in an investor relations/client services role
  • Detail-oriented, structured thinker with strong project management and stakeholder management
  • Exceptional English communication skills both written and verbal
  • Highly proficient in Excel, PowerPoint and Word
  • Excellent communication, interpersonal, and presentation skills
  • Ability to work effectively with senior management, investment teams, and investors
  • Ability to work in a fast-paced environment and manage multiple priorities
  • Technically minded and comfortable understanding financial / performance terminology

eFCSoSe

  • Investor Relations Manager

    1 week ago

    Henley-on-Thames, United Kingdom eFinancialCareers Full time

      As the Investor Relations Manager, you must have an entrepreneurial mindset with a willingness to take ownership of the complete business function. Being adaptable and agile, always pushing your own boundaries and have an analytical/finance outlook is essential. You will be a self starter fully dedicated to taking control and supporting all matters...

  • Senior Finance Manager

    2 weeks ago

    Henley-on-Thames, Oxfordshire, United Kingdom Invesco Full time

    As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. We have an outstanding benefits package...

  • Financial Planning

    2 weeks ago

    Henley-on-Thames, Oxfordshire, United Kingdom Invesco Full time

    Financial Planning & Analysis (FP&A) Analyst / Management Accountant As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to...

  • Inventory Management Manager

    2 weeks ago

    Henley-on-Thames, Oxfordshire, United Kingdom Barclay Meade Full time

    As Stock Manager, you will play a crucial role in managing and controlling the company's inventory, ensuring efficient stock levels and smooth operations. Take ownership of the stock management process, ensuring accuracy and efficiency in all areas of stock control. Implement and improve stock management systems and procedures to optimise inventory...

  • Finance Manager

    2 weeks ago

    Henley-on-Thames, Oxfordshire, United Kingdom Invesco Full time

    As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging...

  • Financial Planning

    2 weeks ago

    Henley-on-Thames, Oxfordshire, United Kingdom Invesco Full time

    Financial Planning & Analysis (FP&A) Analyst / Management Accountant As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to...

  • Facilities Manager

    1 day ago

    Henley-on-Thames, United Kingdom Gillotts School Full time

    **Facilities Manager** **£37,261 - £40,478 pa (NJC Grade 11 Points 31-34)** **Permanent, full time, all year round.** Responsible for the planning, implementation and monitoring of property services, and for premises maintenance and development at Gillotts School, to ensure we provide a safe, suitable and positive learning environment for students and...

  • Community Host

    3 days ago

    Henley on Thames, United Kingdom ONE PROPERTY RECRUITMENT LTD Full time

    One Property Recruitment have been instructed on the search for a Community Host, based in Henley. My client is a growing residential high-end development with a great reputation and are looking for a Community Host, who can come into the company and hit the ground running. You will have the opportunity to interact with leaseholders and your work colleagues...

  • Digital PR Manager

    Found in: Talent UK C2 - 1 week ago

    Henley-on-Thames, United Kingdom Screaming Frog Full time

    The Role: Digital PR Manager We are recruiting for Digital PR Manager to join our team here at Screaming Frog . We are looking for an outgoing, creative, and highly organised Digital PR Manager to work with our growing PR team and alongside the SEO team to lead PR strategies that drive awareness and engagement to a wide range of clients. ...

  • Tax Senior or Assistant Manager

    4 days ago

    Henley-on-Thames, United Kingdom RD Financial Recruitment Full time

    **The Henley Festival, The Henley Regatta, the events you can look forward to when you join this Henley on Thames based **firm of Chartered Accountants as their Mixed Tax Senior ** An expanding **forward thinking** company of Chartered Accountants based Henley on Thames are currently seeking to recruit a Mixed Tax Senior to join their friendly team....

  • Senior Structural Engineer

    2 weeks ago

    Henley-on-Thames, Oxfordshire, United Kingdom Bennett And Game Recruitment Full time

    Senior Structural Engineer - Required to join our client who are a nationwide Civil and Structural Engineering Consultancy in their Henley or Gloucester office. The Senior Structural Engineer would be working on a variety of multi-storey RC Frame projects on Residential and Commercial Development projects. This is a new role that has arisen as a result of...

  • Uk Ta Oversight Officer

    3 days ago

    Henley on Thames, United Kingdom Invesco Full time

    As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...

  • Accounts Senior

    2 weeks ago

    Henley-on-Thames, Oxfordshire, United Kingdom Reed Full time

    REED Practice are currently working with a modern, forward thinking accountancy firm who are based in Henley on Thames. They provide all types of accounting services including Audit, Tax, Advisory and Accounts. This firm is currently seeking an Accounts Senior to join their approachable team. Preparing accounts and related tax computations for limited...

  • Accounts Senior

    2 weeks ago

    Henley-on-Thames, Oxfordshire, United Kingdom Reed Full time

    REED Practice are currently working with a modern, forward thinking accountancy firm who are based in Henley on Thames. They provide all types of accounting services including Audit, Tax, Advisory and Accounts. This firm is currently seeking an Accounts Senior to join their approachable team. Responsibilities and Duties for this role: Preparing...

  • Senior Structural Engineer

    2 weeks ago

    Henley-on-Thames, Oxfordshire, United Kingdom Bennett And Game Recruitment Full time

    Senior Structural Engineer - Required to join our client who are a nationwide Civil and Structural Engineering Consultancy in their Henley or Gloucester office. The Senior Structural Engineer would be working on a variety of multi-storey RC Frame projects on Residential and Commercial Development projects. This is a new role that has arisen as a result of...

  • Public Relations Account Manager

    Found in: Appcast UK C C2 - 7 days ago

    Oxfordshire, United Kingdom YOU Exclusive Full time

    Public Relations Account ManagerTravelAmerican MarketProgression CeilingAre you PR Savvy with a true passion for travel?Do you have a creative and inquisitive mindset that always pushes for success?As a PR Account Manager, you will be a crystal-clear communicator with a natural, confident approach when in front of clients and high-profile individuals. Which...

  • Public Relations Account Manager

    Found in: Appcast Linkedin GBL C2 - 6 days ago

    Oxfordshire, United Kingdom YOU Exclusive Full time

    Public Relations Account ManagerTravelAmerican MarketProgression CeilingAre you PR Savvy with a true passion for travel?Do you have a creative and inquisitive mindset that always pushes for success?As a PR Account Manager, you will be a crystal-clear communicator with a natural, confident approach when in front of clients and high-profile individuals. Which...

  • Public Relations Account Manager

    Found in: Whatjobs ES C2 - 4 days ago

    Oxfordshire, United Kingdom YOU Exclusive Full time

    Public Relations Account Manager Travel American Market Progression Ceiling Are you PR Savvy with a true passion for travel? Do you have a creative and inquisitive mindset that always pushes for success? As a PR Account Manager, you will be a crystal-clear communicator with a natural, confident approach when in front of clients and high-profile individuals....

  • Public Relations Account Manager

    Found in: Talent UK 2A C2 - 7 days ago

    Oxfordshire, United Kingdom YOU Exclusive Full time

    Public Relations Account ManagerTravelAmerican MarketProgression CeilingAre you PR Savvy with a true passion for travel?Do you have a creative and inquisitive mindset that always pushes for success?As a PR Account Manager, you will be a crystal-clear communicator with a natural, confident approach when in front of clients and high-profile individuals. Which...

  • Public Relations Account Manager

    Found in: Appcast UK C2 - 7 days ago

    Oxfordshire, United Kingdom YOU Exclusive Full time

    Public Relations Account ManagerTravelAmerican MarketProgression CeilingAre you PR Savvy with a true passion for travel?Do you have a creative and inquisitive mindset that always pushes for success?As a PR Account Manager, you will be a crystal-clear communicator with a natural, confident approach when in front of clients and high-profile individuals. Which...