Investment Relations Associate
1 month ago
We are seeking a skilled Investment Relations Associate to join our team at E Fundresearch. As an Investment Relations Associate, you will be responsible for building and maintaining relationships with investors, coordinating investor communication, and supporting the fundraising efforts of our company.
About the RoleThis is a unique opportunity to work in a dynamic environment where you will be exposed to various aspects of investment relations, including client relationship management, marketing, and quarterly reporting.
Key Responsibilities- Client Relationship Management:
- Coordinate and prepare regular and ad-hoc deliverables for our investor base
- Draft emails, reports, and other written materials for review by senior team members
- Liaise with our investment, finance, and legal teams, as well as third-party administrators and vendors, to ensure accuracy in reporting and answer investor queries
- Client Meetings, Marketing, and Fundraising:
- Prepare presentations, handouts, analysis, and briefing packs ahead of client meetings
- Contribute to our fundraising and client retention efforts by coordinating information flows and drafting RFP/DDQ responses for review by senior members of the team
- Manage preparation and maintenance of marketing materials and data room for fundraising
- Maintain an up-to-date list of Frequently Asked Questions
- Quarterly and Annual Reporting:
- Produce quarterly reports for funds and SMAs, for onward distribution to investors
- Prepare materials for regular investor update calls, semi-annual Advisory Board meetings, and annual Investor Day
- Create and maintain case studies for investments
- Develop understanding of our strategies (investments, returns, fees, investors)
- Develop knowledge on competitive landscape and market developments
- Contribute to new projects and engage with investors and other stakeholders
- 2-5 years of relevant experience in a similar role, and undergraduate degree (minimum 2:1 classification)
- Working knowledge of private markets and fundraising
- Experience in marketing, sales, and client communications
- Technical financial modelling and analysis training and experience
- Strong numerical and analytical skills and an aptitude for solving problems
- Excellent verbal and written communication skills and strong problem-solving abilities
- CFA/CAIA qualification or progress towards it is a plus
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