Investor Relations Associate

3 weeks ago

New York, United States NYC Staffing Full time

Investor Relations AssociateThe Investor Relations Associate is responsible for supporting the Head of Global Distribution, the Head of Investor Relations and the Head of Business Development in areas related to client services, performance reporting, business development and marketing. Under moderate supervision, this job prepares presentations for new and existing investors, coordinates the distribution of investor communications and completes both recurring and ad-hoc investor requests.Key Responsibilities and Duties Work with portfolio managers assisting in periodic performance commentary writing Assist in factsheet generation and distribution and provide the GreshamQuant team with attribution information as well as regressions for use in the monthly factsheets Iterate with the GreshamQuant team to edit and finalize monthly commentary and maintain relevant marketing materials including fact sheet, tear sheet, deck, market list, data pack, etc. for two trend following hedge fund strategies Assist in creating ad-hoc analysis on portfolio performance and exposure and help edit verbiage for "research papers" Assist in generating other content generation estimated performance summaries, monthly research commentary, monthly talking points, and content for client calls Answer miscellaneous requests from clients about performance, positioning, terms, etc. Complete ongoing client reporting based on an established checklist Prepare presentation materials for new and existing investors and complete DDQs, RFIs, RFPs, and questionnaires for consultants, investors and prospects Attend quarterly and ad hoc client meetings, providing supporting materials to Head of Business Development Ad-hoc client servicing and reporting and manage new client onboarding as needed Assist in overseeing both the intra-month and month-end flows process Aid in the preparation of custom factsheets for clients Update the Quarterly Firm Snapshot for the President & CIO Maintain standard firm DDQs and develop an understanding of the firm's investment products to aid in the creation of new marketing materialEducational Requirements University (Degree) PreferredWork Experience 2+ Years Required; 3+ Years PreferredPhysical Requirements Sedentary WorkCareer Level6ICQualificationsRequired 2 years experience in investor relations in a financial services industryPreferred 3 years experience in investor relations in a financial services industry Strong Microsoft Office experience, especially excel Related Skills Accountability, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Continuous Improvement Mindset, Contract Management, Data-Based Decision Making, Financial Analysis, Problem Solving, Quantitative Analysis, Sales, Story Telling, Technical Writing

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