Investor Relations Associate
3 weeks ago
**Role & Responsibilities**:
- Act as the first point of contact with investors to respond to requests and ensure their question or need is addressed.
- Collaborate with Business Development leads, Data and Analytics team and Operations in support of key client service activities.
- Draft and prepare responses to investor questionnaires and RFP’s, ensuring timely response.
- Ensure timely delivery of regular and ad hoc investor communications and reporting.
- Manage the client service inbox.
- Maintenance of CRM, distribution lists and investor portal
- Manage and/or support the efficient onboarding and offboarding process for investors.
- Support regular and ad hoc investor communications, as needed, including distribution of the quarterly letters.
- Assist with other miscellaneous team tasks, as needed.
**Skills Required**:
- Bachelor’s degree required. CFA qualification desirable.
- c3-7 years’ experience in financial services/ asset management
- Investor Relations or Client Service experience required.
- Institutional Investor experience a plus
- Possess a collaborative, “client first” orientation with strong organisational skills and attention to detail.
- Be an excellent communicator, written and oral.
- Possess good judgement and a problem-solving mindset
- Be self-motivated, results-driven, resourceful.
- Prefer working in a fast-paced, dynamic environment.
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