Director, Investor Relations

Murtech

Cleveland, OH

Expired: over a month ago Applications are no longer accepted.

Full-Time

Job Description

Company Info

Job Description

Position: Manager of Investor Relations

Location: Cleveland, OH (on site downtown)

Duration: Full time, W2

Description:

Our client, a leading alternatives investment and operational platform, is seeking an Investor Relations professional to become their Manager of Investor Relations. You will help lead their seamless client experience for their technology platform for the future Alternative Investments. The ideal candidate will take a service lead approach to supporting the onboarding of investors, partnering with clients and internal stakeholders throughout the alternative investment lifecycle. The candidate will lead as a subject matter expert the onboarding, servicing, and reporting lifecycle, providing leadership and guidance to the other team members.

The position responsibilities will include:

Create a center of excellence for the Investor Relations team by building out process standards and client service model
Handle all subscription and onboarding related questions to new investors and investment opportunities from an operations perspective
Support adoption and iteration of Investor Relations related processes to ensure team works efficiently and effectively through client opportunities
Participate in user interviews with internal technology teams to ensure process pain points and feedback opportunities are articulated addressed
Work with cross functional teams such as Business Development, Research, and Accounting to ensure each teams’ subject matter expertise is utilized when needed by an investor opportunity
Coordinate stakeholder sign off on relevant topics, including Legal & Compliance when introducing new features
Identify and raise concerns regarding processing capabilities, schedule, and other risks associated with any project or client opportunity
Support firm’s compliance and privacy requirements as a SEC registered investment advisor as part of solution design, including SOC2 standards, PII protection, and other necessary safeguards

Qualifications:

5+ years of serving in an operations, accounting opening and servicing, investment support, or related functionality
Preferred to have 2+ years of financial services industry experience, focused on alternative investments
Familiarity with transactional data and position data sets
Understanding of the alternative investment lifecycle, including subscription, capital calls/distributions, reporting, and other operational elements
Demonstrate exceptional qualitative and quantitative analytical skills
Handling investor questions to complex scenarios, managing communication and solution delivery to clients and internal stakeholders
Strong interpersonal and organizational skills to work independently day-to-day and support broad firm goals over long term
Exceptional written and verbal communication skills; ability to lead complex investor scenarios and lead conversations with both external clients and business stakeholders