What are the responsibilities and job description for the Investment Relations Associate position at Kai Wealth?
About Us
Kai Wealth LLC is an SEC-registered Registered Investment Advisor (RIA) offering investment management services tailored to the unique investment objectives of each qualified client.
Kai Volatility Advisors LLC is an NFA-registered Commodity Trading Advisor (CTA) offering innovative volatility exposure strategies for commodity pools, family offices, RIAs, and high-net-worth investors. We advise 4 specialized funds designed to capitalize on diverse volatility opportunities.
Both firms (collectively “Kai”) were founded by Cem Karsan who has over two decades of experience successfully building industry-leading derivatives businesses.
Overview
Kai is looking for a high-energy, versatile Investor Relations Associate to support both businesses and drive the firm’s investor outreach and client relationship management. This role is designed for a multi-talented utility player—someone who is resourceful, adaptable, and capable of seamlessly switching between diverse responsibilities. The Investor Relations Associate will play a key role in coordinating online events, investor meetings, and preparing and delivering meeting collateral sourced from various team members.
This position presents an exciting opportunity to join a dynamic, rapidly expanding business with strong potential for future growth and career advancement.
Responsibilities
- Executive Support: Provide comprehensive administrative support to the CIO & Sr. Managing Partner, Head of Investor Relations, and Head of Marketing.
- Calendar & Schedule Management: Manage complex and busy calendars, scheduling and coordinating meetings, interviews, and agendas to optimize CIO’s time and priorities.
- Client Relationship Management: Oversee client interactions, manage current client relationships, and process inbound leads, guiding them through the sales pipeline.
- Meeting Preparation & Collateral: Prepare and manage meeting materials, including due diligence research on clients, creating presentations, and compiling post-meeting notes for follow-up.
- Follow-Up Communications: Draft and send timely follow-up messages after client and investor meetings to maintain and strengthen relationships.
- Sales & Marketing Operations: Utilize and manage sales and marketing workflows through Monday.com and HubSpot, ensuring streamlined operations and accurate data tracking.
Kai Volatility Advisors offers a comprehensive benefits package including health care, paid time off, and fully stocked kitchen. We are an equal opportunity employer with a strong commitment to diversity, equity, and including. Women, minorities, veterans, members of the LGBTQIA community, and individuals with disabilities are strongly encouraged to apply.