Investor Relations Associate
Responsibilities
- Assist the Investor Relations & Client Solutions team with delivering first class service to investors and prospects
- Coordinate regular update meetings and calls with select current investors
- Spearhead preparation of client operational due diligence requests and meetings in addition to firmwide documents
- Work closely with team members and develop relationships across departments to complete standardized and ad hoc reporting
- Assist with the preparation of regulatory filings and board meeting materials
- Help oversee the relationship with Capstone’s third-party administrator while reviewing and tracking documentation for subscriptions, redemptions, and transfers
- Monitor investor capital activity and provide frequent updates to senior management
- Develop strong product, strategy and industry knowledge
Desirable Candidates
- Bachelor’s degree with at least 2-4 years of financial services experience at a hedge fund or fund administrator preferred
- Strong Computer / Analytical skills. CRM experience preferred
- Motivated and proactive. Able to work independently within a team
- Strong interpersonal skills and a team player
- Extremely organized and detail-oriented
- Ability to multitask and prioritize among many time-sensitive demands