As Associate Director/Director, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to, the following:
Manage all communications with Investors, including newsletters, Financial Statements, Performance reports, and Scheduled K-1s for tax filing;
Build and maintain strong relationships with investors and clients by addressing their inquiries, concerns, and requests promptly and professionally;
Prepare/Generate, and distribute investor reports such as Investor Statements, Contract Notes, and Confirmation letters;
Ensure all communications and reports comply with regulatory requirements and industry standards.
Conducts training on Investor Relations procedures and Firm policies;
Comply with regulatory requirements, company and group policies; maintain compliance awareness.
Escalate issues to the Risk Management Head and provide risk evaluation if need be;
Coordinates with the Fund Administration Team and Tax Team for any interdepartmental concerns/improvements.
Identifies opportunities to improve processes within the Investor Relations department;
Ensures tasks and any pending matters from investors are being monitored regularly to ensure outstanding work and timely turnaround;
Writes or amends procedure manuals where applicable;
Oversees completion of ad hoc projects within the team
Graduate of any Business-related courses;
Minimum of 5-7 years of experience in Investor Relations, Finance or related field;
Has considerable experience in a fund admin firm and has a strong understanding of alternative investment principles, particularly in investor relations.
Proficient in Microsoft Office Suite. Experience in other Fund Admin software;
Ability to develop business relationships, both within and outside of the Company;
Excellent interpersonal, communication (written and verbal communication), and organization skills.
Job Type: Full-time
Benefits:
Company events
Life insurance- Opportunities for promotion
Paid training
Schedule:
Day shift
Supplemental Pay: Overtime pay
* Performance bonus