Investor Relations Vice President

Overview

• Serve as an integral member of the client advisory team, focusing on institutional long-only separate account clients and U.S. product specialization.
• Develop and execute strategic client management plans to deepen and expand existing client relationships effectively.
• Collaborate with internal teams to create client presentations, marketing materials, and insightful competitor and market analysis.
• Prepare detailed monthly and quarterly reporting, responding to ad hoc investor requests with precision and professionalism.
• Support the business development team by leveraging consultant relationships and assisting with prospective client engagements.
• Participate in RFI and RFP processes, providing comprehensive input and support in due diligence material production.
• Monitor and manage client inflows, outflows, and guideline changes, ensuring accurate CRM system updates.
• Serve as a product champion/specialist for assigned products, providing detailed reviews and insights for senior management.

Key Responsibilities & Duties

• Develop and execute strategic plans to enhance client relationships and identify growth opportunities.
• Collaborate with sales and advisory teams to create impactful presentations and marketing materials.
• Conduct competitor and market analysis to inform strategic decision-making processes.
• Prepare comprehensive monthly and quarterly reports, addressing investor inquiries promptly.
• Participate in the preparation and submission of RFI and RFP documents, ensuring quality and accuracy.
• Manage CRM updates, ensuring accurate tracking of client interactions and sales notes.
• Support onboarding processes for new clients, ensuring seamless integration and satisfaction.
• Provide detailed product reviews and insights to senior management and marketing teams.

Job Requirements

• Bachelor’s degree in a relevant field; MBA or CFA preferred.
• Minimum of 10 years of experience in investor relations or related roles.
• Proven expertise in managing institutional client relationships effectively.
• Strong knowledge of fixed income investment strategies and financial markets.
• Exceptional proficiency in Microsoft Office Suite, including advanced Excel functions.
• Experience with Adobe Creative Suite (InDesign) is advantageous.
• Highly self-motivated, detail-oriented, and capable of managing multiple priorities simultaneously.
• Superior verbal and written communication skills, with a results-driven mindset.