Investor Relations Operations Associate
📋 Role Overview & Responsibilities
Investor Relations Operations Associate
My Client, a hedge-fund that leads in global credit investing is looking to add an Investor Relations Operations Analyst to their team in Charlotte, North Carolina. Currently, the team oversees the management of $20+ billion of investable assets across various synergistic credit strategies.
As an Investor Relations Operations Analyst you will be responsible for maintaining the investor capital activity, maintain internal CRM system and software along with investor portal, and maintain all census data on investor base itself and generate all types of metrics and reporting for IR, compliance and regulatory purposes for the sales team.
Investor Relations Operations Analyst Responsibilities:Maintain internal CRM system and software along with investor portal / website as well as distribution lists, working closely with IR teamMaintain investor capital activity (Documentation, working with internal and external legal counsel, handling questions and all investor requests)Maintain all census data on investor base itself and generate all types of metrics and reporting for IR, compliance / regulatory purposes for the sales teamProvide operational support to the Investor Relations teamManage relationships with investors and provide excellent customer serviceEnsure that all investor communications are accurate and timelyHandle investor requests and inquiries in a timely and efficient manner
Investor Relations Operations Analyst Qualifications:Strong analytical and problem-solving skillsExcellent communication and interpersonal skillsAbility to work independently and as part of a teamStrong attention to detail and accuracyAbility to manage multiple priorities and meet deadlinesStrong verbal, presentation, and written communication skill
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This position is located in Charlotte, NC with potential relocation and sponsorship assistance depending on candidate qualifications.
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