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Investor Relations Associate

$110k - $140k

Andrews & Cole, LLC

Our client is looking for an Investor Relations Associate.

RESPONSIBILITES:
  • Prepare ongoing investor communication and information requests.
  • Cultivate and maintain relationships with investors and investment consultants.
  • Compile and maintain portfolio, performance and organization statistics and information.
  • Prepare and coordinate routine deliverables such as investor reporting and responses to investor requests, including financial, operational, and legal due diligence.
  • Under the supervision of the Investor Relations Senior Manager, prepare non-routine, special communications as requested, to include but not limited to researching and coordinating responses to investor and consultant inquiries, questionnaires, or requests for proposals.
  • Assist with the production of printed materials, such as marketing presentations, periodic reports and conference materials.
  • Coordinate clearance process and ensure full-sign off prior to submitting responses.
  • Perform investor related month-end valuation tasks as assigned on the M&F month-end closing checklist.
  • Follow established procedures for tracking participant account activity.
  • Coordinate the creation, merger and elimination of investor accounts with the Transfer Agent.
  • Coordinate with other Division staff on marketing and/or labor relations activity involving current investors.
  • Track and interface with the Transfer Agent on participant investments and redemptions.
  • Produce periodic reports on participants and participant activity.
  • Other duties as assigned.
QUALIFICATIONS:
  • Strong interpersonal, communication and organizational skills.
  • Motivated individual capable of producing an accurate and timely work product.
  • Excellent interpersonal skills; enthusiastic, collaborative team player, and a self-starter with a commitment to excellence, attention to detail, with an ability to meet deadlines.
  • Ability to effectively manage multiple priorities with positive results.
  • Bachelor's Degree
Salary Range (dependent on experience and education): $110,000 - $140,000
Vacancy posted 3 days ago
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