Added
5 days ago
Type
Full time
Salary
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Related skills
financial analysis nav distributions irr regulatorycomplianceπ 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.
π― Requirements
- 4β8 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.
π Benefits
- Equity ownership in the fund.
- Medical, dental, and vision insurance.
- 401(k) retirement plan.
- Unlimited PTO.
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