обновлено 8 часов назад
Investor Relations - Associate (Finance)
80 000 - 110 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investor Relations - Associate (Finance): Supporting investors, financial advisors, and fund managers through client coverage, investment subscriptions, and fund closings with an accent on client service, alternative investments, and user experience. Focus on managing high-net-worth client needs, coordinating fundraising processes, and collaborating with Technology to improve the proprietary investment platform.
Location: New York, New York, United States. Hybrid schedule: office work Monday–Thursday, remote work on Friday. Phone queue coverage is required during 8:30 AM–6 PM EST operating hours.
Salary: $80,000–$110,000 annually, plus equity for full-time employees and an annual performance bonus.
Company
provides a technology platform supporting investments and fund distribution for investors, financial advisors, and fund sponsors.
What you will do
- Provide dedicated coverage for client accounts in partnership with internal relationship managers.
- Answer client questions accurately and support overall client satisfaction.
- Assist clients of fund managers through investment subscription processes and manage fund closings.
- Support fundraising efforts for high-profile fund managers.
- Collaborate with the Technology team to improve the proprietary platform and user experience.
Requirements
- Bachelor’s degree and 2–6+ years of experience in financial services.
- Experience in client service or investor relations within alternative investments is preferred.
- Experience working with high-net-worth clients, financial advisors, and fund managers.
- Ability to work in the office Monday–Thursday and cover operating hours from 8:30 AM–6 PM EST.
- Excellent organization, attention to detail, communication, and deadline-management skills.
- Proficiency with Microsoft Office, including Word, PowerPoint, and Excel.
Culture & Benefits
- Fast-paced, collaborative, and entrepreneurial work environment.
- Comprehensive benefits package with an employer-matched retirement plan.
- Subsidized healthcare, employer-paid dental and vision coverage, telemedicine, and virtual mental health counseling.
- Parental leave and unlimited paid time off.
- Equity for all full-time employees and an annual performance bonus.
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