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Investor Relations Associate

Pelham Berkeley Search
Greenwich, CT Full Time
POSTED ON 2/5/2025
AVAILABLE BEFORE 5/1/2025

High Profile mid-sized Fund seeks individual with buy-side Client Relations / Investor Relations experience to own several reporting functions within the Investor Services team.

You will be responsible for delivering a variety of data driven reports for Client Partnerships and Investor Services.

This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, extensive professional development and training, competitive compensation and an amazing benefits package . Roles like this with a small, stable, premier fund are hard to find, this is a firm you will want to work for...

In summary, you will :

  • Primarily responsible for monthly, quarterly, annual and ad-hoc prospect, consultant, and investor reporting materials
  • Responsibilities include investor reporting, preparing presentation books, DDQ responses, marketing materials, data entry, and providing support for various strategic initiatives
  • Extensive interaction with client partners

Requirements include :

  • 3 years of financial industry experience focused on preparing reports and presentations, and working directly with clients
  • Must be proactive, have a strong work ethic, and excellent communication skills (you are working in Investor Services!)
  • Strong Microsoft Office Suite (Outlook, Word, PowerPoint, Excel); Salesforce expertise preferred
  • Completed Bachelor’s degree preferably with a quantitative course of study (math, computer science, economics,...)
  • Some exposure to sustainable investing and Responsible Investing initiatives reporting would be a plus
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