Investor Relations

Overview

• Join a leading financial services firm as an Investor Relations professional, supporting institutional clients and driving client relationship growth.
• Work in a collaborative, entrepreneurial environment with opportunities to influence client management strategies and product positioning.
• Serve as a product specialist for designated U.S. financial products, providing insights and expertise to clients and internal teams.
• Develop strategic plans to deepen client relationships and identify growth opportunities within institutional asset management.
• Collaborate with cross-functional teams to create impactful presentations, marketing materials, and client communications.
• Analyze market trends and competitor data to enhance product positioning and client advisory services.
• Participate in the RFI and RFP processes, contributing to business development and client onboarding efforts.
• Utilize CRM systems to manage client data, monitor sales notes, and streamline processes for improved efficiency.

Key Responsibilities & Duties

• Develop and execute strategic client management plans to enhance client relationships and identify cross-selling opportunities.
• Support business development initiatives by leveraging consultant relationships and preparing for investor meetings and calls.
• Collaborate on creating client presentations, marketing materials, and drafting client communications.
• Conduct detailed market analysis to provide insights into asset classes, strategies, and product positioning.
• Prepare monthly and quarterly reporting, responding to ad hoc investor requests with precision and professionalism.
• Participate in the RFI and RFP processes, contributing to due diligence material production.
• Monitor client inflows, outflows, and guideline changes, ensuring compliance and effective communication.
• Streamline processes with a focus on data governance and CRM system optimization.

Job Requirements

• Bachelor's degree required; MBA or CFA preferred.
• Minimum 10 years of relevant experience, with institutional client management expertise.
• Proficiency in Microsoft Office Suite, including advanced Excel functions.
• Strong communication skills, both verbal and written, with attention to detail.
• Demonstrated knowledge of fixed income investment strategies and financial markets.
• Experience with Adobe Creative Suite (InDesign) is a plus.
• Ability to manage multiple priorities in a fast-paced, entrepreneurial environment.
• Self-motivated and resourceful, with a results-driven mindset.