Investor Relations

Overview

• Drive investor relations initiatives for a leading investment firm, enhancing client engagement and satisfaction through tailored reporting and insightful marketing materials.
• Collaborate with portfolio managers and quantitative teams to deliver comprehensive performance analyses and commentary.
• Engage directly with clients and prospects, providing customized presentations and detailed investment insights.
• Contribute to the creation of impactful content, including research papers, factsheets, and monthly summaries.
• Support onboarding processes for new clients, ensuring seamless integration and exceptional service delivery.
• Maintain and update marketing materials to reflect accurate and relevant information.
• Prepare comprehensive responses to investor inquiries and consultant questionnaires, showcasing firm expertise.
• Participate in client meetings, providing strategic support and detailed materials to enhance discussions.

Key Responsibilities & Duties

• Collaborate with portfolio managers to draft and refine performance commentary and detailed analyses.
• Generate and distribute factsheets, ensuring data accuracy and timely delivery to stakeholders.
• Support quantitative teams in performing attribution analysis and finalizing monthly commentary.
• Prepare presentation materials and manage responses to DDQs, RFIs, and RFPs effectively.
• Assist in client servicing, reporting, and onboarding processes to ensure high-quality experiences.
• Contribute to the creation of custom factsheets and quarterly firm snapshot updates.
• Maintain marketing materials, including decks, tear sheets, and data packs, ensuring relevance.
• Provide ad-hoc analysis on portfolio performance and exposure to support strategic decision-making.
• 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 for data analysis.
• Strong analytical skills with the 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.