Investor Relations

Overview

• Lead investor relations efforts, ensuring effective communication and reporting to clients and stakeholders.
• Collaborate with internal teams to streamline processes and enhance client engagement strategies.
• Prepare and present materials for client meetings, investor presentations, and due diligence activities.
• Manage investor databases and CRM systems to maintain accurate records and schedules.
• Respond to investor inquiries, RFIs, and RFPs with precision and professionalism.
• Support the improvement of internal processes to optimize operational efficiency.
• Contribute to a collaborative team environment while working independently on assigned tasks.
• Engage with financial markets and performance metrics to provide insightful reporting.

Key Responsibilities & Duties

• Coordinate client reporting and communication across portfolio management, risk, finance, and compliance teams.
• Develop and assemble materials for client meetings, presentations, and investor communications.
• Organize investor on-site visits and due diligence processes, including questionnaire completion.
• Respond to investor RFIs and RFPs, ensuring timely and accurate submissions.
• Maintain and update CRM systems and investor databases to ensure data accuracy.
• Report firm performance metrics to investor databases and stakeholders.
• Enhance internal processes to improve efficiency and client service delivery.
• Collaborate with teams to ensure seamless execution of investor relations strategies.

Job Requirements

• Bachelor’s degree in finance, business, or a related field is required.
• Minimum of 3 years of experience in investor relations or a related role.
• Preferred 7 years of experience in commodities, derivatives, or financial markets.
• Proficiency in Microsoft Office, especially PowerPoint and Excel.
• Strong attention to detail and ability to manage multiple tasks simultaneously.
• Excellent verbal and written communication skills for effective stakeholder engagement.
• Experience with CRM systems and performance reporting metrics in finance.
• Ability to work both independently and collaboratively in a fast-paced environment.