Investor Relations Manager

Added
5 days ago
Type
Full time
Salary
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Related skills

financial analysis nav distributions irr regulatorycompliance

πŸ“‹ Description

  • Own the client relationship from post-close onward.
  • Lead investor communications: reports, updates, webinars.
  • Explain complex fund mechanics accessibly to clients.
  • Leverage AI tools and automation for workflows.
  • Collaborate with Finance and Legal for regulatory accuracy.
  • Coordinate in-person client travel and events.

🎯 Requirements

  • 4–8 years in investor relations or wealth management.
  • Exceptional communication; explain fund performance clearly.
  • High EQ; empathetic with retirees and families.
  • Regulatory awareness; Reg D and accredited verifier.
  • Financial acumen; model and interpret fund data.
  • Ownership and integrity; proactive and trustworthy.

🎁 Benefits

  • Equity ownership in the fund.
  • Medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Unlimited PTO.
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