Associate, Investor Relations

📋 Description

• Provide best-in-class service to investors during onboarding and lifecycle servicing.
• Support investor documentation collection (KYC/AML, agreements) with distribution/vendor teams.
• Manage onboarding deliverables to meet onboarding requirements.
• Educate distribution teams and financial professionals on CIM products and vendor platforms.
• Respond timely to internal/external stakeholders via phone and email.
• Handle communications for lifecycle events (redemptions, distributions) for CIM products.

🎯 Requirements

• Bachelor's degree or equivalent practical experience.
• 2+ years in investor relations or client servicing.
• FINRA Series 7/63 or Series 99 license a plus.
• MS Office suite (Outlook, Excel, PowerPoint, Word) with SharePoint/Teams.
• Salesforce experience preferred.
• Strong communication and relationship-building skills.

🎁 Benefits

• Medical, dental, and vision plans
• Health Savings Account with employer contribution
• Company-paid life and disability insurance
• 401(k) with company match
• Paid time off: vacation, holidays, sick time
• Volunteer time off and paid parental leave