Investment Relations Associate
2 weeks ago
Join a dynamic team at Apogem Capital, a leading investment management firm, as an Investor Relations Associate. In this role, you will play a critical part in serving the needs of our existing and prospective client base. Your primary responsibilities will include creating, updating, and distributing marketing and investment reporting materials related to our firm and investment capabilities.
Key Responsibilities:- Develop and maintain a repository of presentations, data, charts, graphics, and written responses for various marketing needs.
- Update quarterly marketing materials and investor presentations.
- Prepare custom presentations for client update meetings, annual general meetings, advisory committee meetings, and other events.
- Ensure the firm's data room for prospective investors is populated and remains up-to-date.
- Complete RFPs and RFIs for clients and prospects, using existing materials and synthesizing knowledge of the firm, its strategies, and competitive positioning.
- Work within our CRM system to maintain and improve client data and information.
- Track client deliverables and other projects through our workflow monitoring system.
- Update online consultant and third-party databases and Apogem data room with firm and investment information.
- Provide support for various special projects.
- Four-year college degree in Finance or a related field.
- Two to three years' experience preferably within the investment industry.
- Robust analytical, problem-solving, and organizational skills.
- Excellent written and verbal communication skills.
- Ability to multi-task and proactively manage time and workload efficiently.
- Strong work ethic and attention to detail.
- Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint).
- A competitive salary range of $95,000 - $115,000.
- Overtime eligible: Exempt.
- Discretionary bonus eligible: Yes.
- Sales bonus eligible: No.
We provide a full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs. Our diversity promise is to advocate for the financial security and success of people in every community. We're proud to be recognized as one of Fortune's World's Most Admired Companies.
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