You are a strategic thinker passionate about driving solutions using your unique skills. You have found the right team.
As an Investor Relations professional in our Alternatives team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
- Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform
- Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
- Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients. This includes
- Writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients both via hard copy mail and e-delivery
- Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc. ).
- Preparing and reviewing client communications with a focus on client lens and technical accuracy. Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place.
- Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc. ) and developing a deep understanding of our client and advisor needs and sensitivities.
- Assisting in the end-to-end client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.
Required qualifications, capabilities, and skills
- At least 1 year of work experience in wealth management, financial services, or a related field.
- CA/MBA/CFA/CAIA or Finance Graduates with relevant work experience within the Investor relations space.
- Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF.
- Excellent communication skills (written & verbal) and relationship management skills.
- Knowledge of the Alternatives asset class and/or a passionate to learn about all aspects of Alternatives (Hedge Funds and Private Investments).
- Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm.
- Strong initiative, energy and confidence completing assignments with limited supervision.
Preferred qualifications, capabilities, and skills
- Project management and follow-through skills.
- Sensitivity to discretely handle highly confidential and related client/manager information.
- Comfort with organizing and interpreting large amounts of data.
You are a strategic thinker passionate about driving solutions using your unique skills. You have found the right team.
As an Investor Relations professional in our Alternatives team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
- Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform
- Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
- Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients. This includes
- Writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients both via hard copy mail and e-delivery
- Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc. ).
- Preparing and reviewing client communications with a focus on client lens and technical accuracy. Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place.
- Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc. ) and developing a deep understanding of our client and advisor needs and sensitivities.
- Assisting in the end-to-end client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.
Required qualifications, capabilities, and skills
- At least 1 year of work experience in wealth management, financial services, or a related field.
- CA/MBA/CFA/CAIA or Finance Graduates with relevant work experience within the Investor relations space.
- Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF.
- Excellent communication skills (written & verbal) and relationship management skills.
- Knowledge of the Alternatives asset class and/or a passionate to learn about all aspects of Alternatives (Hedge Funds and Private Investments).
- Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm.
- Strong initiative, energy and confidence completing assignments with limited supervision.
Preferred qualifications, capabilities, and skills
- Project management and follow-through skills.
- Sensitivity to discretely handle highly confidential and related client/manager information.
- Comfort with organizing and interpreting large amounts of data.
