Entry level Investor Relations Associate, your focus will be on organizational investors and other stakeholders. In this role, you may work directly with investors and stakeholders or serve in a more supportive, behind-the-scenes capacity. For those that work directly with investors, your primary job duty is to create streamlined communication between the organization and its investors. You will do so by responding to investor requests for information, helping create documents like annual reports, and overseeing any investor change requests. You must also ensure that investor information remains confidential and meets all applicable requirements. You may also be tasked with analyzing internal and external data and stay current with changing regulations in the industry your company is in.
· Maintain, update and post files to the investor data portal.
· Collect and administer investor documents
· Answer standard investor related inquiries, inbound phone calls and emails in a timely manner.
· Assist with the preparation and versioning of investor reports.
· Assist the development and maintenance of a company investor relations plan.
· Oversee release of reports, marketing of firms' products and services, maintenance of databases, and orchestrate email campaigns.
· Monitor, process and record investor capital movements including subscriptions, redemptions and transfers.
· Reconcile, maintain, and update investor capital balances, cash flows, and collateral materials.
· Track and analyze sell-side research on company, peers and industry to assess trends, client demographics, and historical account information.
· Track prospective investors, distribute new offering materials, track subscription materials and contributions, onboard investor information and send executed closing documents for all new investments.
· Proactively assist the team with ongoing projects.
· Evaluate investment opportunities and present information to investors
· You should have excellent communication skills to work with senior investment personnel, as well as outside investors
· Superior analytical abilities
· Excellent verbal and written communication skills.
· Exceptional attention to detail, placing a high priority on accuracy and organization.
· Problem solver with the ability to research solutions and suggest resolutions.
· You should also possess the ability to work independently and efficiently, as good time management is essential in this position
· This position has no supervisory responsibilities.
· Some travel is expected for this position.
Required Education and Experience:
- Bachelor’s degree
- Prior experience in investor relations and/or with client documents strongly preferred.
- Strong Microsoft Office and data analysis abilities.
- Familiar with InDesign, for the production of quarterly reports.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
If you work in a supportive role, your function will be to assist senior investment and sales personnel in managing those investor relationships. You will also respond to investor requests for information in this role but will also perform a variety of other administrative duties. A primary administrative duty is gathering information and putting it together for investors. This can include organizational newsletters, investor presentations, and the annual investment meeting. After serving in a supportive investor relations associate role, your organization may offer the opportunity for professional advancement.
Investor relations associates generally work for financial/banking institutions and are responsible for helping to manage relationships with their institutions' investors, handling phone calls and correspondence, and participating in client meetings and other projects. Some may also be involved in information technology (IT) projects in order to improve transaction efficiency, while others may work with their companies' marketing teams regarding prospective clients/investors and maintaining and managing investors' data in computer databases.
Investor relations associates must pay close attention to details in a fast-paced environment and be able to work well in team settings. Applicants for this position should have excellent interpersonal and presentation skills, oral and written communication skills, and a strong understanding of government rules and regulations relevant to the financial industry, such as those issued by the Securities & Exchange Commission (SEC).
- Competitive compensation with annual incentive potential
- Comprehensive benefit package: Medical, Vision, Gap, Dental and a selection of ancillary choices
- Flexible Spending Account Options
- Life Insurance, Long Term Disability and HealthiestYou - *100% employer paid for employee*
- 401(k) Retirement Savings Plan
- 10 Vacation days, 10 Paid Holidays, Sick Days
- Company gives stipend for Gym Membership
- Individual and Leadership Development