Investment Relations Liaison
4 weeks ago
A key role within Superb People Ltd is available for an Investment Relations Liaison. This position involves working closely with a 5-person team to liaise directly with investors. The company offers a hybrid working arrangement (3/2) after probation and has a collaborative culture with regular social events.
Primary Responsibilities
- Reporting portfolio, fund, and firm-level information to investors, auditors, prospects, regulators, and other external stakeholders.
- Acting as a primary liaison for RfPs/RfIs by coordinating coherent and appropriate information gathered from internal subject matter experts.
- Coordinating with the Investor Services team to ensure seamless communication.
- Reviewing, validating, and standardizing the investment team's monthly investor commentary and various other fund-level performance and risk parameters.
- Processing and reporting daily and/or monthly investor capital activity to a broad audience of internal stakeholders.
- Working closely with the Middle East and Asia sales team to strategize on client coverage, respond to investor queries, and provide overall client support.
- Coordinating and leading investor due diligence meetings, including assistance with the preparation of all requested materials and follow-up items.
- Engaging with the technology team on projects involving report automation, process automation, dashboards, and other continuous improvement items.
Requirements
The ideal candidate will have experience liaising with investors and working on RFPs/DDQs. They will also have collated information for marketing materials for prospective investors.
Personal Attributes
- Strategic Thinker – considers long-term solutions and threats to the business.
- Collaborative – works with colleagues at all levels to assist with their queries and find solutions.
- Flexible – considers all matters on their own merit and not the status quo.
- Passionate – has a genuine desire to add value to the business at every level.
- Positive – exhibits a can-do approach and ethos to all colleagues.
- Consistent – offers the right advice every time.
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