Investor Relations Associate - London, United Kingdom - eFinancialCareers

eFinancialCareers
eFinancialCareers
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Role & Responsibilities:


  • Act as the first point of contact with investors to respond to requests and ensure their question or need is addressed.
  • Collaborate with Business Development leads, Data and Analytics team and Operations in support of key client service activities.
  • Draft and prepare responses to investor questionnaires and RFP's, ensuring timely response.
  • Ensure timely delivery of regular and ad hoc investor communications and reporting.
  • Manage the client service inbox.
  • Maintenance of CRM, distribution lists and investor portal
  • Manage and/or support the efficient onboarding and offboarding process for investors.
  • Support regular and ad hoc investor communications, as needed, including distribution of the quarterly letters.
  • Assist with other miscellaneous team tasks, as needed.

Skills Required:


  • Bachelor's degree required
  • 3+ year experience in financial services/ asset management
  • Investor Relations or Client Service experience required
  • Institutional investor experience a plus
  • Possess a collaborative, "client first" orientation with strong organizational skills and attention to detail
  • Be an excellent communicator, written and oral
- possess good judgement and a problem-solving mindset

  • Be selfmotivated, resultsdriven, resourceful
  • Prefer working in a fastpaced, dynamic environment.
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