Investor Relations Coordinator

2 days ago


New York, New York, United States TBG | The Bachrach Group Full time
Investor Relations Assistant

Growing financial investment firm seeking an entry-level professional to join our Investor Relations team. As an Investor Relations Assistant, you will play a key role in managing all communications to our investors, ensuring timely and accurate responses to requests.

Key Responsibilities:
  • Email Management: Monitor and route inbound mail and email, ensuring timely and accurate responses to requests.
  • Contact Management System: Maintain our contacts database of 7,000+ contacts, updating database information per investor requests following compliance rules for data changes and documentation.
  • Investor Reporting Portal User Assistance: Provide user support to our investors for our investor reporting portal, including onboarding and granting access for new users.
  • Investor Communication Distribution: Post all investor communications to the investor reporting portal and send appropriate notifications.
  • Collection of Investor Documentation and Data: Ensure all documentation is complete and accurate records are maintained for tax and compliance purposes.
Requirements:
  • Bachelor's Degree required.
  • Entry-level candidate with 1-2 years of experience in a financial firm.
  • Detail-oriented, multi-tasking in a fast-paced environment.
  • Technologically savvy with a strong command of Office products, especially Excel.
  • Salesforce is a plus.


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