Investor Relations - Analyst
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Investor Relations - Analyst: Supporting investors, financial advisors, and fund sponsors through client inquiries and fundraising-related workflows with an accent on subscription process support and fund closings. Focus on delivering timely, accurate responses, escalating issues appropriately, and coordinating cross-functional special projects for Senior Management.
Location: Salt Lake City, Utah, United States
Salary: $60,000–$70,000
Company
provides a technology platform that supports investor relations and fund distribution.
What you will do
- Manage inbound phone and email inquiries for clients and advisors, providing timely, accurate responses and escalating issues as needed.
- Support high-profile fund managers by assisting clients through the subscription process and managing fund closings.
- Work with Senior Management on special projects supporting ’s businesses.
- Maintain a high level of client satisfaction while operating during business hours (8:30am–6:00pm MST).
Requirements
- Bachelor’s degree.
- 0–2+ years of experience in financial services, preferably in client service or investor relations for alternative investments.
- Experience working cross-functionally with a variety of stakeholders.
- Strong organizational, communication, and presentation skills.
- Ability to manage the phone queue during operating hours (8:30am–6:00pm MST).
- Proficiency with Microsoft Office, specifically Excel and PowerPoint.
Culture & Benefits
- Office work Monday–Thursday, with flexibility to work remotely on Friday.
- Compensation includes base salary, equity for full-time employees, and an annual performance bonus.
- Employer-matched retirement plan and subsidized healthcare (100% employer-paid dental, vision, telemedicine, and virtual mental health counseling).
- Parental leave and unlimited paid time off (PTO).
Hiring process
- Interviews and evaluation of experience in financial services/client support and investor relations workflows.
- Discussion of availability to cover operating hours (8:30am–6:00pm MST) and collaboration expectations.
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