Investor Relations Associate
LOCATION:
Manhattan, NY
SALARY:
$50,000-$70,000 / yr
EXPERIENCE:
1 year(s)
JOB TYPE:
Full-Time
JOB ID:
J57839
 
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About the Opportunity

A leading fund administration firm in New York City is seeking an ambitious finance professional for an Investor Relations Associate position. This is an incredible opportunity for a client service oriented individual with exceptional communication skills.

Company Description

Fund Administration Firm

Job Description

The Investor Relations Associate will:

  • Monitor bank accounts
  • Update checklist task regarding source of investor subscription funding
  • Facilitate the receipt, dissemination & filing of "hard copy" investor capital activity
  • Dissemination and possible work flow initiation of "soft copy" investor capital activity documentation and other Client-related, group email box activity
  • Act as first point of contact for fund investors and managers
  • Provide exceptional customer service to fund investors and managers
  • Communicate pending transactions to fund management
  • Prepare and validate investor statements to fund accounting information
  • Prepare distribution of investor statements in accordance with investor instructions
  • Maintain distribution information for various documents in accordance with investor and fund management instructions
  • Verify that expected cash activity was processed by the bank
  • Prepare miscellaneous distributions of documentation or information in accordance with instructions from fund management
  • Comply with department policies and procedures for processing of above activities
Required Skills
  • 1+ years of related client service or investor relations experience
  • BS in Finance
  • Experience with hard and soft copy investor capital activity
  • Strong written and verbal communication skills
  • Highly organized and attentive to detail