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Investor Relations Assistant
2 weeks ago
C&C Search is currently recruiting an Investor Relations Assistant for a prestigious London-based asset management firm focusing on responsible long-term value investing. This exceptional opportunity offers a competitive salary, comprehensive benefits package, hybrid working arrangements and the chance to be the first point of contact for valued clients in a collaborative and supportive environment.
All about the role and company I would be working for
Position: Investor Relations Assistant
Salary: £35,000 per annum + discretionary bonus
Hybrid set up: 4 days in-office, 1 day remote
Benefits: Comprehensive benefits package including life insurance, critical illness cover, income protection, and professional development opportunities
What they do: London-based asset management focused on responsible long-term value investing.
Size of company: Boutique sized
Company culture and what makes them great to work for: A collaborative and supportive work environment where individuals are empowered to grow and contribute to success. The firm values integrity, intellectual curiosity, and a dedication to excellence, making it an ideal place for those looking to learn about the asset management industry while making a meaningful contribution.
Key responsibilities for this Investor Relations Assistant position:
- Serve as the primary point of contact for clients, responding promptly to enquiries via phone, email, and in person
- Process client requests for account statements, documentation, and other information with accuracy and efficiency using different systems
- Maintain accurate and up-to-date client records within the CRM system
- Act as a point of contact for public relation enquiries
- Coordinate the onboarding process for new investors, ensuring compliance with KYC/AML regulations
- Liaise with the fund administrator to facilitate account setup and documentation
- Prepare monthly and annual investor reports
- Schedule and coordinate investor meetings and events, managing all logistics
- Create and distribute marketing materials, including pitch decks, fact sheets, quarterly letters, and presentations
- Maintain and update the company website and social media channels, ensuring consistent brand messaging and regulatory compliance
What background and experience are the company looking for?
- Proven administrative experience in a professional services environment (financial services experience preferred)
- Graduate or graduate calibre
- Client-facing experience in any industry is a plus
- Proven administrative and organisational skills
- Excellent written and verbal communication skills
- Strong attention to detail and ability to maintain confidentiality
- Proficiency in Microsoft Office Suite
- Experience with CRM systems is preferred
- A desire to learn about the asset management industry
- Ability to work independently without supervision and as part of a team
- Responsibility, integrity, and professionalism
Please apply online asap for this Investor Relations Assistant position, if your experience aligns and sounds like you
For this role C&C Search is acting as an employment agency.
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