To Apply for this Job Click Here
About the Role
A well-established investment management firm is looking to add an Investor Relations Associate to their growing team. This individual will play a key role in supporting client relationships, ensuring exceptional service, and contributing to the delivery of high-quality client experiences. The position is well-suited for someone early in their career who is detail-oriented, organized, and eager to build a foundation in financial services.
Key Responsibilities
-
Serve as the first point of contact for routine client inquiries and requests via phone and email.
-
Assist with client reporting, including statements, tax documents, and transaction confirmations.
-
Prepare client meeting materials such as PowerPoint decks and reporting packages; support meeting scheduling.
-
Maintain accurate client records and contact information in Salesforce and the firm’s client portal.
-
Support the onboarding process for new clients, including documentation, portal setup, and funding transfers.
-
Assist with processing subscription and redemption requests in accordance with firm procedures.
-
Provide logistical and administrative support for client webinars, events, and communications.
-
Collaborate closely with internal teams to ensure timely and accurate client deliverables.
-
Contribute to process improvement initiatives to enhance client service efficiency.
Qualifications & Skills
-
Bachelor’s degree required; finance, economics, business, or related field preferred.
-
0+ years of professional internship or work experience in financial services, asset management, or related field preferred.
-
Proficiency in Microsoft Office Suite, with strong skills in Excel and PowerPoint.
-
Excellent organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
-
Strong written and verbal communication skills.
-
Team-oriented mindset with a positive attitude and eagerness to learn.
-
Experience with Salesforce is a plus.
Compensation & Benefits
-
Competitive base salary and performance-based incentive structure.
-
Comprehensive benefits package, including healthcare, retirement savings, and wellness programs.
- Flexible hybrid work environment.
-
Professional development opportunities and a clear path for career progression.
F-1429069-MEL_1756912298