Investor Relations Associate (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Investor Relations Associate (Fintech): Supporting the Canadian market by managing relationships with wealth managers and banks, and facilitating investments on the proprietary technology platform with an accent on client onboarding and account maintenance. Focus on optimizing the user experience, ensuring accurate capital activity processing, and providing high-quality support for alternative investment products.
Location: Toronto, Ontario, Canada. Must be able to work in the office Monday-Thursday.
Company
is a leading financial technology platform providing access to alternative investments for the wealth management industry.
What you will do
- Deliver ongoing client support and facilitate account maintenance updates across internal and external stakeholders.
- Assist financial advisors and wealth managers with onboarding, website registration, and subscription remediation.
- Collaborate with the Technology team to enhance the proprietary platform user experience.
- Provide dedicated coverage for client accounts, working closely with internal relationship managers.
- Support high-profile fund managers with fundraising efforts and fund closings.
- Coordinate with fund administrators to ensure accurate capital activity processing.
Requirements
- Bachelor’s degree.
- 2-5 years of experience in financial services, preferably in client service or investor relations.
- Exposure to alternative investments in Canada.
- Experience with transactional support for alternative investments.
- Proficiency in Microsoft Office applications.
- Must be based in Toronto, Canada, and able to work in the office 4 days per week.
Nice to have
- Knowledge of Fundserv, Canadian Fund Structures, and Account types.
- Fluency in French.
Culture & Benefits
- Comprehensive benefits package including medical, dental, vision, and life insurance.
- Company-matched retirement plans.
- Unlimited Paid Time Off (PTO).
- Hybrid work model with office attendance required Monday-Thursday.
- Inclusive workplace committed to equal treatment and diversity.
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