Investor Relations Assistant
9 months ago
T- Posted by
- Tom Massey- Recruiter Ethos Partners is a private investment office created by private equity professionals to invest our own capital alongside sophisticated, high net worth investors and family offices in quality lower mid-market private equity transactions. Ethos provides supportive capital to established, ambitious UK companies and strives to add value through our entrepreneurial backgrounds, board experience, and industry connections.
**Company Overview**
Ethos Partners operates on the principle of aligning interests by investing our own capital into each transaction alongside investors. Trust and strong relationships with our investor community is at the heart of everything we do. Ethos Partners is an equal opportunities employer.
**About the Role**
We are seeking a personable, professional, and diligent team player with strong attention to detail to join our small and growing team. In this role, you will manage fund administration and support investor relations to continually enhance our service to our investors. You will be part of a collaborative and inclusive team of nine, each with diverse institutional backgrounds.
This is a full-time role, reporting to the Head of Investor Relations. Option to work from home on a Friday.
**Role and Responsibilities**:
- Fund Administration:_
- Liaise with Ethos' third-party Nominee & Custodian to ensure accurate execution of instructions and maintenance of investor records
- Accurately manage all income and capital records for each investment in Excel, including ad-hoc updates and quarterly cash and capital reconciliations
- Reconciliation and allocation of investee company quarterly interest payments and other distributions
- Preparation of documents throughout the investment lifecycle (e.g., new investment instructions, external payment instructions, investors allocations)
- Assist Ethos Compliance with the production of FCA regulatory requirements
- Contribute to and collaborate on ad-hoc projects
- Investor Administration:_
- Onboarding new investors by preparing and processing relevant documentation (Investor Registration and Customer Agreement, AML documents, Custody Registration documents)
- Maintain the CRM (FolioMetrics), including updating investor details from LinkedIn and meeting notes
- Help to resolve investor queries regarding their investments (cash balances, holding summaries, tax information)
- Assist with investor events (annual RAC evening, golf day, arranging meetings)
- Contribute to managing Ethos' digital presence, including LinkedIn and website content
**Qualifications Required**:
- Strong academic background, with demonstrated excellent in written and verbal English
- Excellent interpersonal skills and the ability to build and maintain relationships
- Advanced proficiency in Microsoft Excel and highly numerate
- Comfortable managing and maintaining the integrity of multiple datasets
- Self-starter and effective team player
- Ability to identify opportunities to streamline existing processes
- Background in fund management operations, fund administration, fund accounting, or financial analysis would be helpful but is not essential
eFCSoSe
-
Investor Relations Assistant
7 months ago
London, United Kingdom The OHUB - Public Relations Full timeWe are seeking a highly motivated and detail-oriented individual to support the investment relations team as an **IR Assistant **at a renowned Financial Services company. If you're a proactive multitasker with excellent communication skills and a passion for investment relations, we want to hear from you! **IR Assistant (based in London, Salary: £57k -...
-
Investor Relations Assistant
2 weeks ago
London, Greater London, United Kingdom Crone Corkill Full timeJob Title: Investor Relations AssistantSalary: £30k - £35k (London-based)We are seeking a highly organized and detail-oriented Investor Relations Team Assistant to join our London-based team. As a core member of our Sales, Distribution, and Investor Relations team, you will provide essential support by managing schedules, coordinating cross-functional...
-
Investor Relations Assistant
5 days ago
London, United Kingdom Tiger Recruitment Full time**Investor Relations Assistant** **£27,000 - £30,000** **Permanent** I have an exciting opportunity for a dynamic, motivated and professional Investor Relations Assistant to join a very busy Investor Relations team. The assistant will be covering all IR services including events and roadshows, working closely with all areasacross the Investment Bank. This...
-
Investor Relations
8 months ago
London, United Kingdom Mason Blake Full timeThis is an excellent opportunity to join a successful Hedge Fund that is hiring in their Investor Relations team. The position is based in London, with the primary responsibility for aiding sales and client management. Reporting into the Investor Relations Director, you will have responsibility for: - Building strong relationships with clients and maintain...
-
Executive Assistant Investor Relations
20 hours ago
London, United Kingdom The Maine Group Full timeExecutive Assistant | Investor Relations Are you an Executive Assistant with experience in a Financial Services or similarly fast paced corporate environment? Do you want to join a dynamic Investor Relations team in the fast paced world of Private Equity? A leading private equity group are seeking an Executive Assistant to join their Investor Relations in...
-
Personal Assistant
6 months ago
West London, United Kingdom Tiger Recruitment Ltd Full time**Personal Assistant - Investor Relations/Roadshows** **Permanent** **West End London** **£50,000 - £60,000** Our client is a boutique Investment management company looking to hire a Personal Assistant to support the Investor Relations function with the coordination of complex itineraries and roadshows. This is an amazing opportunity to work closely with...
-
Investor Relations Specialist
2 weeks ago
London, Greater London, United Kingdom Finatal Full timeAbout the Opportunity">We are looking for an enthusiastic individual to join our Investor Relations team as an Investor Relations Specialist.The successful candidate will assist the team and develop across all investor relations responsibilities, including:">Preparation of investor presentation materials">Assisting with quarterly reporting and transaction...
-
Investor Relations Specialist
2 weeks ago
London, Greater London, United Kingdom Pearse Partners Full timeInvestor Relations OpportunityPearse Partners is seeking a highly organized and detail-oriented Associate to support the expansion of its Investor Relations function in London.This role involves coordinating deliverables, supporting investor relations tasks, and participating in diverse ad hoc projects, offering an excellent platform for career growth and...
-
Personal Assistant
5 days ago
London, United Kingdom Sage Group PLC Full timeProvide effective and efficient business support to members of the Investor Relations team to ensure the highest level of quality support at all times and to help drive and ensure successful delivery of priorities and projects. LI-CR2 **Key Responsibilities** - Confidential, professional and approachable ambassador of the Investor Relations team -...
-
Executive Assistant
3 days ago
London, United Kingdom Tiger Recruitment Full time**Executive Assistant - Investor Relations** **London City** **KHBIR20016** **Up to £50k plus bonus!** A leading Private Equity firm based in heart of the City are currently recruiting for a top Executive Assistant to support the Senior Director and wider team within the Investor Relations department. The key requirement of this role is to deliver and...
-
Investor Relations Coordinator
2 weeks ago
London, Greater London, United Kingdom Crone Corkill Full timeJob Opportunity at Crone CorkillWe are seeking a highly organized and detail-oriented Investor Relations Team Assistant to join our dynamic team in London. As a key member of our Sales, Distribution, and Investor Relations team, you will provide essential support by managing schedules, coordinating cross-functional projects, and engaging directly with...
-
Investor Relations Coordinator
1 week ago
London, Greater London, United Kingdom Comms Search & Selection Ltd Full timeKey ResponsibilitiesThe successful candidate will be responsible for assisting in the development and execution of investor relations strategies for private market investment funds, conducting research and analysis on industry trends, market conditions, and prospective investors, and supporting special projects and initiatives related to business development...
-
Investor Relations Administrator
7 months ago
London, United Kingdom Mason Blake Full time**Key Responsibilities**: - Assisting with large - and small-scale **conference** **management**. [Outreach, scheduling and liaison]. - Complete ownership of **investor** **relations** **mailings**, including outreach campaigns. - Working closely with the **Investor** **Relations** **Manager** and wider London team to assist with **investor**...
-
Investor Relations
3 days ago
London, United Kingdom CleanTech Full timeUK cleantech incubator requires an experienced investor relations manager to organise and service a large base of active private investors over several divisions. The role will primarily be focused on keeping investors fully updated on company progress and liaising with PR regarding public announcements and press. Flexible working hours and a mix of work...
-
Investor Relations Analyst
1 day ago
London, United Kingdom Goodman Masson Full timeReporting to the Director of Investor Relations you will serve as an interface between the business and the investment community, specifically institutional investors and sell-side equity analysts, while interacting regularly with senior management. Duties include: - Prepare and manage content for investor presentations, earnings releases, annual reports...
-
Investor Relations Manager
1 month ago
London, Greater London, United Kingdom Fintelligent Search Full timeWe are seeking an Investor Relations Manager to join our team in London. As a key member of our team, you will play a vital role in supporting investor relations activities and enhancing communication with stakeholders.In this role, you will have the opportunity to work on a wide range of projects, including:Preparing high-quality investor materials, such as...
-
Investor Relations
21 hours ago
London, United Kingdom eFinancialCareers Full timeOur client is looking for someone that has worked in an investor relations capacity in a hedge fund or and asset manager for a few years and looking for a role where they will have autonomy to make decisions and more importantly work with some very highquality leaders from the hedge fund industry. We would also consider talent that have come from an...
-
Investor Relations Associate
3 days ago
London, United Kingdom eFinancialCareers Full timeYou will be responsible for: - First point of contact for any investor communication - Assisting the Managing Partner and other team members in relation to business development and managing of prospective clients, arranging meeting and assisting with presentations as appropriate - Monitor Investor trends, requirements and strategies to identify potential...
-
Investor Relations Assistant
8 months ago
London, United Kingdom Ethos Partners Full timeT- Posted by - Tom Massey- Recruiter Ethos Partners is a private investment office created by private equity professionals to invest our own capital alongside sophisticated, high net worth investors and family offices in quality lower mid-market private equity transactions. Ethos provides supportive capital to established, ambitious UK companies and strives...
-
Investor Relations Assistant
7 months ago
London, United Kingdom Ethos Partners Full timeEthos Partners London, United KingdomPosted 6 minutes ago Permanent Competitive + Bonus - T- Posted by - Tom Massey- RecruiterFollow - Ethos Partners is a private investment office created by private equity professionals to invest our own capital alongside sophisticated, high net worth investors and family offices in quality lower mid-market private equity...