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Details
  • Location: New York NY
  • Type: Perm
  • Job #24043

Company Overview:
A prominent investment management firm with a global presence is seeking an Investor Relations Associate/Senior Associate to join their team in New York City. The firm is dedicated to providing superior long-term returns through value-oriented, fundamental research and disciplined portfolio management.

Job Responsibilities:

  • Serve as a liaison between investors and the investment team, assisting with investor inquiries.
  • Manage due diligence inquiries of investment strategies, operations, accounting, legal, and compliance procedures.
  • Create and foster a network of potential institutional investors.
  • Conduct risk management on investment strategies, analyzing liquidity, beta, correlations, and profit and loss attribution.
  • Produce and update investor presentations on a monthly and ad hoc basis.
  • Maintain contact information in and run reports from the CRM database.
  • Perform industry research, coordinate submission of performance to different databases, and assist in RFP completion.
  • Assist in the on-boarding of new clients, maintaining close interaction with Legal.
  • Produce monthly client performance statements.

Qualifications:

  • Bachelor’s degree; CFA designation a plus.
  • At least five years of work experience in investor relations, client service, or investment sales support within an asset management firm.
  • Highly proficient in Microsoft Office Suite; familiarity with Bloomberg and eVestment a plus.

Compensation:
Salary: $150,000 – $175,000, Plus Bonus
 

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