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Investor Services and Broker Relations Associate
1 month ago
Our client, an investment advisor in midtown, is seeking an Investor Services and Broker Relations Associate. The ideal candidate will be a professional, bright, and motivated candidate to work in a cross-functional capacity to support the firms growing and dynamic Investor Relations and Trading groups. This is a newly created role for the firm that represents an exceptional opportunity for a strong candidate who is interested in gaining broad exposure to key aspects of the investment advisory business.
Job Details:
Position: Investor Services and Broker Relations Associate
Location: New York, NY (Midtown)
Compensation: $100-200k TOTAL COMP + daily lunch + robust benefits
Degree: Required
*This role is in office 4 days a week with flexibility for the entire month of August
Responsibilities of the Investor Services and Broker Relations Associate:
Work with the Director of Investor Relations to provide high-caliber service to investors and prospective investors, including through:
- Scheduling and providing logistics support for calls and meetings
- Providing administrative support as needed
- Updating investor and prospective investor reporting materials
- Liaising with investors and internal teams to ensure smooth processing of capital transactions including subscriptions, redemptions, and transfers
- Maintaining the firms relationship management database
- Serving as a key point of contact for investors, fund administrators, and other key business stakeholders
Requirements of the Investor Services and Broker Relations Associate:
- Bachelors degree required, preferably in Finance, Business Administration, Accounting, or a related field
- 2-3 years work experience preferred
- Prior experience working for a financial institution (buy-side or sell-side) is strongly preferred
- Proficiency with Excel, Power Point, and CRM systems preferred
- Superb written and oral communication skills are critical to this role
- Professionalism, strong attention to detail, and discretion are essential skills
- Team player with collaborative mindset
- Comfortable with using various tech platforms (examples): Microsoft suite PowerPoint a plus, CorpAxe, Confluence)
- Verification of identity, education, prior employment, and references may be required
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