Investor Relations

Overview

• Become a vital part of a dynamic investment firm, enhancing client relationships and communication strategies.
• Collaborate with portfolio managers to develop insightful performance reports and marketing materials.
• Create and distribute periodic factsheets and commentary for diverse investment strategies.
• Support client servicing by addressing inquiries and preparing detailed presentation materials.
• Contribute to marketing content and research papers, ensuring accuracy and relevance.
• Participate in client meetings, providing essential insights and materials to the business development team.
• Maintain and update firm documentation for internal and external use, ensuring consistency and quality.

Key Responsibilities & Duties

• Collaborate with portfolio managers to produce periodic performance commentary and factsheets.
• Assist quantitative teams with attribution data and regressions for monthly reporting.
• Edit and finalize monthly commentary, maintaining marketing materials for investment strategies.
• Create ad-hoc analyses on portfolio performance and exposure, editing research paper content.
• Generate content for client communications, including performance summaries and talking points.
• Respond to client requests regarding performance, positioning, and terms, ensuring timely servicing.
• Prepare materials for investor presentations and complete detailed questionnaires for prospects.
• Support client onboarding processes and oversee intra-month and month-end flows.
• Maintain and update firm documentation, including quarterly snapshots and standard DDQs.

Job Requirements

• Bachelor of Science (BS) degree in a relevant field is required.
• Minimum of 1 year of experience in investment management or related roles; 3 years preferred.
• Proficiency in creating and managing marketing materials and client communications.
• Strong analytical skills for portfolio performance analysis and reporting.
• Experience with client servicing, including onboarding and responding to inquiries.
• Ability to prepare detailed questionnaires and presentation materials for investors.
• Knowledge of hedge fund strategies and investment products is advantageous.
• Excellent communication and organizational skills for managing diverse responsibilities.
• Hybrid work arrangement offering flexibility and collaboration opportunities.