Investor Relations Associate

3 weeks ago


UK, UK, United Kingdom Superb People Ltd Full time

A hedge fund in the city is looking for a Investor Relations Associate. This role would be part of a 5 person team, liaising directly with Investors. The company offer hybrid working (3/2) after probation and have a collaborative culture with a sports team and choir and regular social events.

Primary Duties

  • Responsible for reporting portfolio, fund and firm level information to investors, auditors, prospects, regulators, and other external stakeholders
  • Act as a primary liaison for RfPs / RfIs, by coordinating coherent and appropriate information gathered from internal subject matter experts, including but not limited to, risk management, trading, investment team, legal and compliance, fund accounting, senior executives, and HR
  • Act as a primary liaison between them and their administrators Investor Services team
  • Responsible for reviewing, validating, and standardising the investment team’s monthly investor commentary as well as various other fund level performance and risk parameters ensuring overall accuracy and appropriateness
  • Responsible for processing and reporting daily and/or monthly investor capital activity to a broad audience of internal stakeholders, whilst liaising with the fund administrator to ensure accuracy of trade flow feed and booking accuracy
  • Work closely with the Middle East and Asia sales team to strategize on client coverage, respond to investor queries and provide overall client support (including but not limited to prospecting, onboarding, and client lifecycle activity)
  • Coordinate and lead investor due diligence meetings (onsite or virtual) including assistance with the preparation of all requested materials in advance of the meeting as well as follow up items
  • Responsible for content updates and/or creation, as well as frequent maintenance of standard marketing materials for the funds and the firm, including monthly presentations as well as periodic full reviews of fund and investment manager DDQs.
  • Engage with the technology team on projects involving report automation, process automation, dashboards, and other continuous improvement items to deliver efficiency

Experience, Knowledge, and Skills

The ideal candidate will have experience liaising with Investors and have worked on RFPs & DDQs. You will also have collated information for marketing material 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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