What are the responsibilities and job description for the Investor Relations Reporting Associate position at Pelham Berkeley Search?
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
Salary : $100,000 - $120,000
