Investor Relations Specialist
Russell Tobin
Oversee fund administrator investor relations activities, including review and validation of investor statements for accuracy and completeness Process and reconcile investor transactions, including subscriptions and redemptions, ensuring proper documentation and timely execution of capital activity Support month-end and quarterly close processes by reviewing statements, wire confirmations, asset summaries, and related reporting materials Maintain investor account data within CRM systems and ensure accuracy of investor records and reporting outputs Manage and maintain the investor portal/website, including content updates, user access setup, and troubleshooting investor issues Assist with regulatory reporting requirements and related documentation Support ad hoc and project-based initiatives including compliance projects, fund launches/restructures, and enhancements to investor reporting Required Qualifications Bachelor’s degree in Business, Finance, Economics, or a quantitative discipline with strong academic performance 3–5 years of relevant experience in investor relations, fund administration, fund operations, or a related financial services role Advanced proficiency in Excel and strong overall computer literacy Strong written and verbal communication skills Exceptional attention to detail and accuracy in a data-intensive environment Ability to manage multiple priorities in a fast-paced, deadline-driven setting Strong organizational and analytical thinking skills Ability to work independently while contributing effectively within a team Preferred / Additional Requirements Series 3 license (or willingness to obtain; firm will sponsor) Experience working with investor portals, CRM systems, or fund accounting platforms Exposure to alternative investments, hedge funds, or quantitative strategies is a plus #J-18808-Ljbffr
- ...approximately $41 billion in assets under management on behalf of investors across separate accounts, commingled funds, and focused... ...Associate will play a role in supporting the global investor relations efforts of J.P. Morgan Asset Management Private Equity Group....Suggested
- ...25, Apogem partners with institutional investors to deliver disciplined underwriting, strategic... ...100 mutual organization.The Investor Relations (IR) team is responsible for serving... ...IR team member will act as a product specialist with an initial focus on one or two private...SuggestedWork at officeLocal area
$145k - $180k
...searching for a highly motivated, detail-oriented team player to join as a Senior Associate on the Infrastructure Opportunities Investor Relations team in the New York office. The Senior Associate will be responsible for assisting with product development, marketing...SuggestedFull timeTemporary workWork experience placementWork at officeFlexible hours$125k - $155k
...opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.Investor Relations is a part of Oaktree’s investment teams with responsibility for growing and deepening relationships with the clients and...SuggestedFull timeFor contractorsWork at officeLocal areaWorldwideFlexible hours- As an Investor Relations Associate in Corporate Investor Relations, you will help create clear, consistent communications to the investor community and to internal leaders. You will support quarterly earnings deliverables, investor presentations, and executive briefings...SuggestedWork experience placement
$165k
...– Private CapitalReports directly to Head of Private Capital Investor RelationsWorks closely with: Fund Management, Acquisitions, Portfolio... ...across both institutional capital raising and investor relations, with a balanced focus on originating and advancing new investor...Full time$100k - $200k
...Hudson Structured Capital Management Ltd. is looking to hire an Associate with three to five years of experience to join its Investor Relations Team. Hudson Structured Capital Management Ltd. is a premier investment adviser that specializes in investing in the...Work at officeWork from homeShift work$105k - $120k
...We are working with the CEO of a Real Estate Investment firm based in Rockland County, NY. They are looking for a dynamic Investor Relations Associate to join their organization. This company offers a competitive salary w/ benefits including executive visibility! Responsibilities...Local area- ...Career Group seeks an exceptional Executive Assistant to support its Investor Relations team in New York. This hybrid role balances high-level executive logistics with investor relations deliverables in a fast-paced, collaborative environment. The position supports VP...
- ...Octagon Credit Investors, LLC is a $32 billion asset manager specializing in broadly syndicated loans and high yield bonds (i.e., liquid... ...investment process based on fundamental credit analysis, relative value positioning, and active risk management to generate attractive...Visa sponsorshipWork visa
- ...approximately $41 billion in assets under management on behalf of investors across separate accounts, commingled funds, and focused... ...Associate will play a role in supporting the global investor relations efforts of J.P. Morgan Asset Management Private Equity Group....
$145k - $175k
...Investor Relations Associate/Vice President Magnitude Capital, a dynamic alternative investment firm, seeks an analytical, detail-oriented, and entrepreneurial colleague to join its investor relations department. This role spans the full spectrum of marketing and investor...Work at officeFlexible hours$150k - $300k
...About the job Investor Relations Investor Relations Associate/Manager - $1B+ AUM Venture Capital Fund Location: New York, NY (In-Office; SF secondary office) Compensation: $150,000-$300,000 base (OTE $180,000-$360,000) + carry and performance-based economics...H1bWork at officeRelocationVisa sponsorship$175k - $210k
...engender trust and respect internally as well as with institutional investors and other industry contacts; Ability to work effectively with a... ...request for proposals, questionnaires and data requests related to investor due diligence;Assist with monthly, quarterly and year...Full timeTemporary workWork experience placementFlexible hours- ...sciences is seeking a Director, Corporate Communications & Investor Relations to support innovative public and private companies across the... ...communications, or investor relations experience welcomeEOE Statement: Specialist Staffing Group is an equal opportunity employer. All...
- ...Position Investor relations professional Summary We are seeking an Investor Relations Professional. The successful candidate will report to the Global Head of Investor Relations and have frequent interaction with the team in Tokyo as well Senior Management including C...OverseasWeekend work
- ...thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.The Investor Relations team is part of the broader Finance organization at Schwab and serves as a critical bridge between the firm and the...Full timeRelocation
$120k - $160k
Chubb is seeking a Director, Investor Relations to help shape and execute the company’s investor relations strategy, strengthen engagement with the investment community, and ensure clear, consistent, and compliant external communications. This role will serve as a key...Local area$135.79k - $178.23k
...Hi, we're Oscar. We're hiring a Manager, Investor Relations to join our Investor Relations.Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind...Full timeWork experience placementWork at officeFlexible hours- The Investor Relations Coordinator is an Associate Manager (CL8) that will provide dedicated operational support to the Investor Relations (IR) function, with end-to-end ownership of investor contacts, meetings, conferences, events and team logistics. The role requires...Full timeLive inWork at officeLocal area
$152.8k - $186.6k
Job Posting Title:Senior Manager, Investor RelationsReq ID:10160510Job Description:The Sr. Manager, Investor Relations is a senior individual contributor within Disney Corporate, operating at the intersection of finance, strategy, and communications to serve as a subject...Full time- ...Investor Relations RoleThunder is a tech-enabled investment bank that supports founder-led companies in navigating capital options by securing debt, equity, or M&A. We offer rewarding performance-based compensation working alongside innovative early to mid-stage companies...
$180k - $225k
...motivated, detail-oriented team player to join as a Vice President on the Alternative Credit (“Alt Credit”) Product Management and Investor Relations Team in the New York office.The Vice President will be responsible for all aspects of investor relations for Alt Credit...Full timeTemporary workWork experience placementWork at officeFlexible hours$115k - $145k
...investment approaches, Quantinno offers tailored solutions for taxable investors. Quantinno currently manages over $70 billion in assets on... .... Position Summary Quantinno is seeking an Investor Relations Analyst to join our fast-growing firm. This role is ideal for...Work at office$140k - $185k
...Job Description Job Description Institutional Investor Relations Associate Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description...Full time$84k - $126k
The opportunityUnity (NYSE: U) is seeking a high-impact finance professional to join our Investor Relations & Strategic Finance team. In this role you will sit at the intersection of external communications and internal strategic analysis—helping the investment community...Full timeWork experience placementWork at officeWorldwide$125k - $155k
...Job Description Job Description Position Summary The Investor Relations Associate will support Redwood Trust's investor relations strategy by serving as a key liaison between the company and the investment community. This role will assist with investor communications...Work at office$100k - $130k
...corporations, financial institutions and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and...Work at officeFlexible hoursShift work$142.73k - $183k
...entertainment businesses, SiriusXM offers connected vehicle services to automakers. How you'll make an impact: The Director of Investor Relations (IR) serves as an expert individual contributor responsible for helping to shape and communicate the investment narrative of...Temporary workLocal area$200k - $350k
...building the technology that powers the future. About the Role Nscale is seeking an experienced and strategic Director of Investor Relations to advance our investor narrative and build strong relationships with the Wall Street community at an important stage of...Flexible hours
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