Investor Relations

Overview

• Support investor relations and marketing efforts for a leading investment management firm in a dynamic, client-facing role.
• Collaborate with portfolio managers and quantitative teams to produce performance commentary and marketing materials.
• Engage with clients and prospects, providing detailed reporting and presentations tailored to their needs.
• Assist in content creation, including research papers, factsheets, and monthly summaries.
• Contribute to the onboarding process for new clients, ensuring seamless integration and satisfaction.
• Maintain and update firm marketing materials, ensuring accuracy and relevance.
• Prepare comprehensive responses to investor inquiries and consultant questionnaires.
• Participate in client meetings, supporting the Head of Business Development with relevant materials.

Key Responsibilities & Duties

• Collaborate with portfolio managers to draft and refine performance commentary and analysis.
• Generate and distribute factsheets, ensuring data accuracy and timely delivery.
• Support the Quant team in attribution analysis and monthly commentary finalization.
• Prepare presentation materials and manage responses to DDQs, RFIs, and RFPs.
• Assist in client servicing, reporting, and onboarding processes.
• Contribute to custom factsheet creation and quarterly firm snapshot updates.
• Maintain marketing materials, including decks, tear sheets, and data packs.
• Provide ad-hoc analysis on portfolio performance and exposure.
• Attend client meetings, supporting discussions with detailed materials and insights.

Job Requirements

• Bachelor of Science (BS) degree in a relevant field is required.
• 3-7 years of experience in investor relations or a related role preferred.
• Proficiency in Excel and Bloomberg terminal is essential.
• Strong analytical skills and ability to create detailed performance reports.
• Excellent communication skills for client-facing interactions and presentations.
• Experience in preparing DDQs, RFIs, and RFPs is advantageous.
• Ability to manage multiple tasks and meet deadlines in a hybrid work environment.
• Series 3 certification may be required post-start.
• Commitment to maintaining high-quality client servicing and reporting standards.