Investor Relations Manager
Dagen
The Investor Relations Manager owns the day-to-day experience of the firm's limited partners and prospective investors. The mandate combines disciplined outbound business development with high-quality investor communication and rigorous process management, working directly with the Founder& CIO. KEY RESPONSIBILITIES Build and manage the institutional prospect pipeline across endowments, foundations, single and multi-family offices, RIAs, and private wealth platforms: research, qualification, outreach, and scheduling of introductory meetings. Coordinate the full meeting lifecycle for the CIO: preparation, materials, logistics, follow-up, and next-step tracking, ensuring every interaction ends with a defined next step and trigger date. Own the firm's CRM: data integrity, follow-up discipline and regular pipeline reporting to the CIO. Manage distribution of quarterly letters, fact sheets and campaign communications to prospect and limited partner lists; track engagement and substantive responses. Support existing limited partners through subscription windows, document requests and onboarding, in coordination with the fund administrator. Plan and support investor events, conference participation and the firm's presence in allocator networks. QUALIFICATIONS: Five or more years of client-facing experience in financial services, including direct experience raising or introducing institutional capital to endowments, foundations, family offices or private wealth platforms. Demonstrated outbound business development discipline: list building, high-volume outreach and structured follow-up. Excellent written and verbal communication with sophisticated financial audiences. CRM fluency (Salesforce or equivalent) and a rigorous, self-directed process orientation. #J-18808-Ljbffr
- ...into the U.S. market and is seeking a high-performing Senior, Investor Relations professional to support capital raising through a direct-to-... ...environment and is motivated by building relationships, managing a strong pipeline, and consistently delivering results. Key...Suggested
- Our client is seeking an Investor Relations Manager for an excellent hybrid position located in the Dallas/Ft. Worth, TX (DFW) area. Responsibilities include: Partner with CFO/CEO as key liaison to investors, analysts, and financial community. Drive transparent communication...Suggested
- Dagen is seeking an Investor Relations Manager to oversee the day-to-day experience of the firm's limited partners and prospective investors. The role blends outbound business development with high-quality investor communications and rigorous process management, working...Suggested
$170k - $350k
DescriptionThe Director, Investor Relations & Competitive Intelligence is a senior leader responsible for managing a world-class analytical framework encompassing macroeconomic, equity market and peer financial data that informs management’s view of how the investment community...SuggestedFull timeWork at officeRemote workWork from homeFlexible hours$181.73k - $213.8k
...at—all from Day One.Job DescriptionCorporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight to a high-... ...serving as a trusted advisor and escalation point for credit-related matters.Partner closely with Relationship Managers, Underwriting...SuggestedFull timeLocal area3 days per week- PlainsCapital Bank is seeking to hire a Loan Portfolio Manager.The Loan Portfolio Manager underwrites credit exposure and actively manages... ...need for relocation assistance.Bachelor’s degree in Business related field required. Strong preference for Finance or Accounting...Bank staffWork at officeRelocation packageWeekend work
$145k - $165k
We are currently seeking a Portfolio Manager to support our Commercial Banking Group. As a Portfolio Manager, you will be a senior member... ..., product guidelines, and banking regulations including those related to Bank Secrecy Act, OFAC, and USA Patriot Act, CRA, Privacy,...Full timeLocal areaFlexible hours$93k - $189k
DescriptionThe Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the management of a portfolio of commercial loans within the Diversified Industries group. Primary responsibilities include underwriting...Full timeWork at officeRemote workWork from homeFlexible hours$93k - $189k
DescriptionSummary: Huntington’s Director, Portfolio Management -Power & Utilities will co-manage a growing $4.5 billion book of business... ...of formalized credit training program7+ years of related portfolio management experiencePreferred Qualifications:10 years...Full timeWork at officeRemote workWork from homeFlexible hours- ...seeking a future team member for the role of Senior Portfolio Manager to join our Wealth Management team. This role is located in Dallas... ...individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of...Work experience placementLocal areaWorldwideFlexible hours
- ...banking at Fifth Third Bank.**GENERAL FUNCTION:**A Senior Portfolio Manager will have primary responsibility for managing a portfolio of... ...** Bachelor’s degree in Finance, Business Administration, or a related field.* Minimum of 8 years of experience in portfolio...
- ...Job Description Addison Group is hiring a Warehouse Portfolio Manager on behalf of our client. This role supports warehouse lending operations... ...identification. Assist with scheduling and coordination related to marketing activities, industry events, and business...
- ...Sr. Portfolio Manager The Sr. Portfolio Manager role is positioned within Credit Administration and is integral to the success of... ...Line of Business. Responsibilities Oversight of credit related responsibilities for the Analysts and Associates, including financial...Work at office
- ...Program Director Program director oversees the development, implementation, and management of specific programs or initiatives within an organization, ensuring they align with strategic goals and objectives. Key responsibilities include: Strategic planning: Program...
- ...Portfolio Manager - Commercial & Consumer Lending | Dallas-Uptown Join an Award-Winning, Oklahoma-Rooted Community Bank Expanding in Dallas Are you a relationship-driven lending professional who thrives behind the scenes making deals happen? Our client - a regional...
$75k - $88k
...Universal® Enhanced Protection Services is hiring a Portfolio Manager. The Portfolio Manager will serve as an internal security operations... ...audits and analysis of operational and financial controls relating to the account management Assist with the accounts receivable...Contract workWork at officeLocal area- ...Marketing team at Fossil Group. In this role, you will lead the management of Fossil Group’s licensed brands—including Michael Kors and... ...degree in Marketing, Advertising, Communications, Business, or a related field.Strong experience using marketing data and analytics to...Summer workLocal areaRemote workFlexible hours1 day per week
- ...at Brief Overview of Position The Sr. Portfolio Manager role is positioned within Credit Administration and is integral... ...responsibilities include, but are not limited to: Oversight of credit related responsibilities for the Analysts and Associates, including...Work at officeImmediate startDay shift
$70k - $140k
DescriptionSummary: As a Regional Banking CRE Portfolio Manager, you'll play a highly visible role partnering directly with Regional Presidents... ...:Degree in Finance, Accounting, Economics, Business, or related discipline, or equivalent banking experience.Strong analytical...Full timeWork at officeRemote workWork from homeFlexible hours- ...:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include...Full timeWork experience placementWork at office
$125k - $170k
...course of lives.Position SummaryThe Portfolio Value Marketing Manager is responsible for defining and activating the integrated value... ...TechnologyEducation:Bachelors degree in Business, Marketing, a health care related field, or a four-year degree with health care/clinical...Full timeRemote workWorldwideShift work$91.44k - $111.76k
...excel at—all from Day One.Job DescriptionThe Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully... ...experience- Typically three to five years of wholesale banking or related experiencePreferred Skills/Experience- Basic knowledge of...Full timeWork experience placementLocal area- ...Operations Advisor Senior within PNC’s Investor Reporting team, this position is primarily... ...and remitting funds as dictated by the related servicing agreements for the assigned contracts... ...movement concepts• Exceptional time management and prioritization skills• Highly...Full timeTemporary workPart timeWork experience placementWork at office
- ...Role type: Portfolio Manager Quantity of resources: 1 Resource will need experience and insights into the enterprise capital process... ...in Business Administration, Finance, Project Management, or a related field; Master’s degree or professional certification (e.g., PfMP...
$125k - $255k
DescriptionOverviewThe Sr Treasury Management Portfolio Manager for Pricing leads the strategy, development, and performance of the bank... ...Management.MBA or advanced degree in finance, economics, or related field.Exempt Status: (Yes = not eligible for overtime pay) (No...Full timeWork at officeRemote workWork from homeFlexible hours- ...Analytics Deliver institutional‑quality investor reporting, deal snapshots, and accounting... ...Communication Support investor relations efforts with high‑quality, timely, and insightful... ...in institutional RE portfolio management, reporting, and investor relations High‑...Work at office
- ...portfolio of GP investments in Dallas. The role requires 7+ years of experience in institutional real estate management and a strong background in investor relations. Responsibilities include delivering high-quality investor reporting and developing scalable frameworks...
$98k - $127k
...Position Summary The Commercial Portfolio Manager II will be familiar with the relationships/borrowers in their loan portfolio,... ...routine and non-routine client servicing matters in addition to risk-related items Prepares call plans and relationship reviews for...Temporary workWork at officeLocal areaFlexible hours$120k - $150k
Position Portfolio Asset Management Manager (Bilingual Japanese/English) Summary A leading global housing and real estate group is seeking... ..., refinances, and additional capital calls while managing relations with AM firms, PMs, JV partners, and lenders. New Business &...Full timeWork at officeLocal areaVisa sponsorshipWeekend work- QUICK USA, a leading global housing and real estate group, seeks a Portfolio Asset Management Manager for its North Dallas HQ. The role oversees existing real estate investments, supports new Mass Timber/Hybrid developments, manages risk tracking, and coordinates financial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investor Relations Manager. Be the first to apply!

