Investor Relations Associate (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Investor Relations Associate (Fintech): Servicing a growing client base of investors and financial advisors with an accent on subscription processes and fund closings. Focus on optimizing user experience on the proprietary technology platform and managing high-profile client accounts.
Location: Hybrid in Greenwich, Connecticut, USA (Monday-Thursday in office, Friday remote)
Salary: $80,000 – $110,000
Company
is a technology platform providing distribution and service for alternative investments.
What you will do
- Provide dedicated coverage of client accounts to support their specific needs and objectives.
- Handle ongoing client support, ensuring timely and accurate resolution of a wide variety of inquiries.
- Assist high-profile fund managers with the subscription process and the management of fund closings.
- Collaborate with the Technology team to enhance and optimize the proprietary platform's user experience.
Requirements
- Bachelor's degree with 2-6+ years of experience in financial services, preferably in client service or investor relations within alternative investments.
- Ability to manage phone queues during EST operating hours (8:30 am – 6:00 pm).
- Experience working with high-net-worth clients, financial advisors, and fund managers.
- Strong interpersonal, written, and verbal communication skills.
- Proficiency in Microsoft Office applications, specifically Word, PowerPoint, and Excel.
Culture & Benefits
- Compensation package including base salary, equity for all full-time employees, and an annual performance bonus.
- Comprehensive healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling.
- Employer-matched retirement plan and parental leave.
- Unlimited paid time off (PTO).
- Hybrid work environment with in-office presence Monday through Thursday and remote flexibility on Fridays.
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