Investor Relations Associate
4 days ago
Position: Associate, Investor Relations
Location: Cleveland, OH (4 days onsite)
Duration: Full time, W2
Description:
We are looking for an Associate, Investor Relations to join our client’s growing team. This position supports investor relations processes to enhance the investor experience. This position will be responsible for onboarding and account management, focusing on our individual and institutional account types.
The ideal candidate will take a service lead approach to support the onboarding of investors and partner with clients and internal stakeholders throughout the alternative investment lifecycle. The candidate will lead as a subject matter expert for the onboarding, servicing, and reporting lifecycle.
Responsibilities:
- Maintaining a center of excellence for the GLASfunds Investor Relations team by following our process standards and client service model
- Providing ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction
- Handling all subscription and onboarding related questions to new investors and investment opportunities from an operations perspective
- Delivering service and account lifecycle support, including K-1 publishing, account updates, and redemption requests
- Working with cross functional teams such as Business Development, Research, and Accounting to ensure each team’s subject matter expertise is utilized when needed by an investor opportunity
Qualifications:
- 1-3 years of experience in a client facing role within Financial Advisory, Institutional Investing, Private or Retail Banking, Management Consulting, or Custodial Services.
- Preferred understanding of the alternative investment lifecycle, including subscription, capital calls/distributions, reporting, and other operational elements
- Demonstrates exceptional qualitative and quantitative analytical skills
- Strong interpersonal and organizational skills to work independently in a fast-paced environment with multiple open tasks at a given time
- Able to meet deadlines and work effectively under pressure with a strong attention to detail
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