Investor Relations Associate

Our client is seeking an Investor Relations Associate to support senior members of the Business Development and Investor Relations team. The Associate will assist with preparing marketing materials and client deliverables, completing RFPs and DDQs, handling ad hoc internal and external requests, and contributing to prospect and client communications. This hybrid position is based in the New York office and reports directly to Investor Relations Managers. The firm offers a collaborative and professional work environment!

Job Function

• Maintain and create marketing materials such as decks, factsheets, and client presentations.
• Prepare portfolio review materials for quarterly and new client meetings.
• Assist with drafting and distributing client communications, including letters, commentaries, and newsletters.
• Serve as internal liaison for the investor portal, coordinating with clients and fund administrators.
• Support responses to client, prospect, and consultant information requests (RFPs, DDQs, RFIs).
• Update client and consultant data requests as needed.
• Maintain and organize client files, department databases, and records.
  
  
  

Job Requirements

• 2 - 6 years of experience in a Client Services or Investor Relations role within the financial services industry.
• Bachelor’s degree in Marketing, Business Administration, Finance, Economics, or a related field required.
• Solid understanding of financial markets, investment instruments, and performance metrics.
• Proficiency in Microsoft Word, Excel, and PowerPoint. Experience with tools such as Qvidian (RFP database), Satuit CRM, ChatGPT, and UpSlide is a plus.
  
  
  

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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