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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.

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