Investor Relations Specialist: Client Insights & Reporting
Capstone Investment Advisors
Capstone Investment Advisors is seeking an Investor Relations professional in New York. The role focuses on servicing institutional clients, maintaining marketing materials, and coordinating reporting items. The ideal candidate will have a Bachelor's degree and 1–3 years of financial services experience, along with strong analytical skills and excellent communication abilities. The position offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr Capstone Investment Advisors
- ...Our client, a well-known Financial Services firm in New York, is looking for anInvestor Relations Specialist to join its team. Responsibilities Respond... ...other internal and external investor communications in a... ...investors with requested data, reports, and marketing materials...Suggested
$150k - $230k
...range: $150,000.00/yr - $230,000.00/yr Our client is a prominent Midtown NYC Private... ...Associate to their growing Client Strategy & Investor Relations team. Ideal candidate must be self-... ...statistics Review client quarterly reports to ensure accuracy and compliance In charge...SuggestedFull timeWork at office- ...Job Description About the Role Our client, a growing alternative investment manager, is seeking an Investor Relations & Fundraising Associate to join its capital... ...fundraising, product positioning, investor reporting, and strategic projects within a collaborative...Suggested
- ...first investment in 2018 in Investors Heritage, a regional life insurer... ...track record of exceptional client service. Aquarian continued... ...a Vice President of Investor Relations to support institutional... ...management, diligence processes, LP reporting, and strategic product...SuggestedWork at officeLocal area
$165k
...Head of Private Capital Investor RelationsWorks closely... ...raising and investor relations, with a balanced focus... ...through high‑quality reporting and communication.This... ...raising efforts and broader client development... ...conversion, and generate insights to inform fundraising...SuggestedFull time$125k - $155k
...are essential to our culture.Investor Relations is a part of Oaktree’s... ...deepening relationships with the clients and prospects investing in our... ...across investment team, reporting teams, Global Client Group and... ...in synthesizing investment insights into clear, client-ready materialsContribute...Full timeFor contractorsWork at officeLocal areaWorldwideFlexible hours$88k - $154k
The Investor Relations Specialist works closely with the SVP, Investor Relations and Nasdaq business leaders, including Executive Leadership, Finance... ...and earnings materials of peer companies and provide insights to managementWhat We Expect3-7 years of work experience...Full timeTemporary workWork experience placementHome officeFlexible hours- Addition Management in New York seeks a Client Services Specialist to support investor transfers, wire updates, and... ...presentations, roadshows, and internal reports in PowerPoint and Excel. The ideal... ...a bachelor’s degree in Finance or related field and 3+ years in investor...
$180k - $225k
...Equity Product Management and Investor Relations team, helping shape and... ...Translate Investment and Portfolio Insights: Develop a deep command of... ...processes and strategic client engagement.Identifying and Implementing... ...processes, refining reporting and diligence templates, and...Full timeTemporary workWork experience placementFlexible hours- ...Oversee fund administrator investor relations activities, including review and validation of investor statements for accuracy and completeness... ..., wire confirmations, asset summaries, and related reporting materials Maintain investor account data within CRM systems...
$70k - $100k
...Since 2004, through strategic insight, market-leading expertise,... ...unique opportunities for our clients, team, and industry. With... .... Overview The Investor Relations team services Capstone's primarily... ...marketing materials and reporting items, coordinating calls and...Minimum wageWork at office$120k - $140k
.... This role will focus on investor relations activities across Credit strategies... ...investor communications, reporting, and client support, while owning and... ...partnership with Product Specialists, Investment teams, and... ...feedback and market insights into clear product positioning...Temporary workWork at officeMonday to FridayFlexible hours- ...The Managing Director, Investor Relations serves as a senior client advisor and business leader, responsible for... ...Approve and manage utilization and time reporting for direct reports Business... ...leadership initiatives and market-facing insights Required Experience 10+ years of...
$150k - $225k
....00/yr - $225,000.00/yr Our client is a financial services firm. They seek a Director of Investor Relations to join their Manhattan, NY... ...manage investor pitch decks, reporting packages, and updates Work with... ...meetings Provide strategic insights from investors to guide...Full timeWork at officeRemote work$80k - $140k
...consistent performance for our investors by identifying... ...the Firm's investor relations and fundraising efforts... ...passion for finance and client relationships, who... ...meetings, diligence and reporting purposes Supporting... ...to extract actionable insights from market intelligence...Work experience placementWork at office- Two Sigma is seeking a motivated and meticulous Investor Relations professional to join the Client Services team in New York. The role involves delivering a first-class client experience, managing investor materials, and overseeing capital transactions while collaborating...
- ...are looking for a reporter to join our welcoming... ...write exclusive, insightful, and actionable... ...PEI and Secondaries Investor from other... ...your capabilities in relation to the points listed... ...insight to subscribing clients via a wide portfolio of specialist brands supported...Work at officeFlexible hoursShift work
$90k - $130k
...leading corporations and investors when it matters most.... ...to our clients. We provide expert advice... ...matters, including investor relations, shareholder activism,... ...Why Join Us If you’re insightful, savvy, creative, dedicated... ...detailed and accurate reports. Candidates must have...Remote workFlexible hours- ...Interim/Temporary Director of Investor Relations is sought by a leading asset... ..., product management, and client service during a transitional... ...seamless communication, reporting, and service. This role will... ...Provide senior leadership with insights into investor sentiment, market...Contract workTemporary workInterim role
- ...firm seeks to hire an Investor relations professional to work... ...institutional long-only clients. Position Overview... ...serving as a product specialist for the designated U.... ...and quarterly reporting and manage responses... ...analysis to provide insights into asset classes, strategies...Work at office
- ..., a premier shareholder engagement firm, seeks an Investor Engagement Analyst to conduct deep research, produce detailed reports, and communicate complex shareholder information clearly to senior management and clients. You will manage multiple projects with strong organizational...
$157k - $223k
Vice President, Public Relations (Biotech) About the... ...responsible for advancing client strategy, driving... ...presentations Develop insight‑ and data‑driven strategies... ...and mentor direct reports, including performance... ...with other public and investor relations senior leaders...Local area- Join to apply for the Head of Investor Relations role at Alvarez & Marsal... ...-on approach to solving our clients' problems and assisting them... ...logistics assets in North America. Reporting directly to the Managing... ..., ensuring high-quality insights into transportation and logistics...Full timeContract work
- ...under management on behalf of investors across separate accounts,... ...focused strategies.Our global client base includes pension plans,... ...supporting the global investor relations efforts of J.P. Morgan Asset... ...automate/verify client data and reporting (standard/customized/ad hoc)...
$145k - $180k
...Associate on the Infrastructure Opportunities Investor Relations team in the New York office. The Senior... ...information from the deal teams, reporting, and accounting teams in order to... ...experience in an investor relations, strategy, client service, or product management role....Full timeTemporary workWork experience placementWork at officeFlexible hours$115k - $125k
...Title: Liquidity Management & Reporting Specialist Associate Job Code: 13832 Country... ...) and Banking. Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we... ..., risk management, or a related analytical role Strong analytical...Local areaWorldwide$95k - $140k
Executive Assistant to Investor Relations Executive Assistant to Investor Relations... ...from Atlas Search Our client is a prestigious financial... ...and submitting all expense reports on a timely basisTrack follow... ...knowledge in a new way. Experts add insights directly into each article,...Full timeWork experience placementWork at office- ...from Meraki Talent Our client is a high-performing private... ...across institutional investors, RIAs, and family offices. This role will report directly to the founder... ...Development & External Relations Brooklyn, NY $150,000.0... ...a new way. Experts add insights directly into each...Full time
- ...ARCHIMED has been a committed impact investor, both directly and through its... ..., Sanofi). THE ROLE Reporting to the Partner - Head of Investor Relations and supporting the firm's Principal... ...meritocracy, partnership, accountability, client focus and trust. Benefits...Summer work
$150k - $160k
...investment firm with approximately $370 billion in client assets is seeking an Associate to join their Investor Relations team. The firm manages a diverse range of... ...calculations and ensure alignment between client reporting and internal metrics. Drive the development and...
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