Investor Relations Professional


Division

Financial Services - Front Office

Location

New York, New York

Employment Type

Permanent



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A $6Bil AUM, New York based credit fund established ~20 years ago is looking to hire a team-oriented seasoned Investor Relations Professional to be part of an established Marketing team. This is a pure IR role and so, little to no travel is required. The role remains on a hybrid 3:2 model and requires full vaccination. They have a team of approximately 100 professionals in New York and London. There performance has consistently, since its inception, out performed the index and most of their peers. 

Job Description:


Compensation : $150000 - $200000
Job ID : 13181

 

  • Responding to investor inquiries on topics which can range from reporting, performance, fund documents/guidelines and investment-related queries
  • Facilitating fund capital activity including subscriptions, redemptions, and transfers; reviewing and tracking documentation from investors while liaising with both internal and external teams to process in a timely manner
  • Completing frequent investor reporting requests including due diligence questionnaires, risk/portfolio statistics,  RFPs etc.; leveraging internal databases and liaising with accounting, risk and compliance teams to source responses
  • Distributing monthly/quarterly estimates, statements, capital calls/distribution notices and audit confirmations
  • Liaising with fund administrator, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting
  • Coordinating  the collection and analysis of key metrics across multiple internal teams and external resources
  • Assisting  in the development, preparation, and  updates  of risk reports,  fact sheets, DDQs and investor presentation materials
  • Coordinating  with and supporting the  marketing team in dealing with new product development, existing client  relationships  and prospective investors
  • Maintaining and updating  CRM
  • Coordinating investor calls and webinars
  • Update information in external databases

Job Requirements:


 

  • Bachelor’s degree with at least 4 years of financial services experience –   fund administration, fund operations, or fund accounting experience is preferred
  • Excellent oral and written communication skills
  • Extremely organized and detail-oriented
  • Thrives in a fast-paced environment
  • Ability to multitask and prioritize among many time-sensitive demands
  • Positive attitude and team player with the ability to forge relationships across the firm
  • Comfortable interacting with individuals at all levels, both internally and with clients
  • Backstop and Intralinks experience is a plus

 

Disclosure:  The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

 

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