Investor Services Analyst

Overview

• Contribute to investor relations and marketing initiatives within a dynamic financial services firm.
• Support client reporting, CRM management, and marketing campaigns to enhance client engagement.
• Assist with event preparation, investor meetings, and industry conferences coordination.
• Collaborate across teams to ensure accuracy in client-facing materials and communications.
• Develop expertise in hedge fund investor relations and marketing operations.
• Utilize data analysis and visualization tools to track marketing engagement metrics.
• Contribute to content creation for presentations, reports, and thought leadership campaigns.
• Enhance firm and product knowledge to support cross-functional team efforts.

Key Responsibilities & Duties

• Execute marketing initiatives, including email campaigns and website updates.
• Maintain CRM records and distribution lists for compliant client communications.
• Produce and distribute investor reports and communications.
• Analyze marketing metrics to assess campaign effectiveness.
• Coordinate investor meetings, industry events, and conferences.
• Collaborate with teams to ensure consistency in client-facing materials.
• Support content creation efforts, including presentations and videos.
• Update product and firm data across industry databases.
• Address ad hoc client inquiries and requests.

Job Requirements

• Bachelor's degree in a relevant field.
• 1–3 years of experience in financial services, marketing operations, or client service.
• Proficiency in Excel and data manipulation.
• Strong organizational skills and attention to detail.
• Familiarity with CRM systems and digital content platforms is advantageous.
• Excellent communication skills and ability to manage multiple projects.
• Series 3 certification required post-joining.
• Comfortable with commuting to the office five days a week.