Investor Relations Specialist
1 week ago
We are partnered with a leading real assets Investment Management firm, based in The City, seeking an and Investor Relations (Real Assets) to join their team. In this newly created role, you will play an integral role, providing product management and client service for key investment strategies.
Main Responsibilities:
- Support the Team leads for this fund in creation/updates of investor communications/materials, including: welcome packs, day to day queries, formal communications, standard & bespoke reporting, marketing materials, presentations, ad hoc communications
- Provide key support on marketing activity: presentations, due diligence days, roadshow coordination, investor meetings
- Support production of RFPs, updating quarterly DDQs, maintain consultant databases
- Support in the legal onboarding of prospective investors working with fund administrators, internal and external teams
- Support in organisation of quarterly webcasts, annual meetings and advisory boards
- Support on document, data and systems management: facilitate and implement a centralized workflow to investors, Fund managers and other internal teams, ensuring quality and integrity of data
- Salesforce platform management: dashboards, content, tracking, closings & pipeline: track all fund activities and keep up to date
- Assist on projects to roll out new initiatives and efficiencies across the group; ensure strong messaging, consistency, and best practice
Requirements:
- Good IT skills (Word, Excel, PowerPoint). Experience of Salesforce, Access & SharePoint would be advantageous, but not essential
- Effective communication skills, both verbally and in writing
- 1-3+ years working in investment management, real estate exposure is not essential but would be advantageous
- Experience working within a Client Service/Administrative/Reporting function within investment management would be advantageous
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