обновлено 14 часов назад
Investor Relations - Associate
80 000 - 110 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investor Relations - Associate (Financial Services): Supporting investors, financial advisors, and fund managers through account coverage, client service, fund subscriptions, and closings with an accent on alternative investments and client outcomes. Focus on managing high-profile fundraising workflows, optimizing the investor experience, and collaborating with Technology on improvements to the proprietary investment platform.
Location: Greenwich, Connecticut, United States; office-based Monday–Thursday with remote flexibility on Friday. Operating hours are 8:30 AM–6:00 PM EST.
Base salary: $80,000–$110,000 per year, plus equity for full-time employees and an annual performance bonus.
Company
provides a technology platform for investment distribution and supports investors, financial advisors, home office personnel, 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 fund managers with fundraising, client subscriptions, and fund closings.
- Support investors, financial advisors, and home office personnel using the investment platform.
- Collaborate with Technology 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 for alternative investments is preferred.
- Experience working with high-net-worth clients, financial advisors, and fund managers.
- Ability to manage the phone queue during 8:30 AM–6:00 PM EST operating hours.
- Strong organization, attention to detail, communication, multitasking, and deadline-management skills.
- Proficiency with Microsoft Office, including Word, PowerPoint, and Excel.
Culture & Benefits
- Fast-paced, collaborative, and entrepreneurial working environment.
- Comprehensive benefits package with employer-matched retirement plan.
- Subsidized healthcare with employer-paid dental, vision, 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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