Senior Business Development Manager for Investor Relations

6 days ago


New York, New York, United States World Insurance Associates, LLC. Full time

We are seeking a highly skilled Senior Business Development Manager for Investor Relations to join our team at World Insurance Associates, LLC.

About Us

World Insurance Associates, LLC is a leading insurance brokerage firm that offers a wide range of products and services to individuals and businesses. We have a strong commitment to providing exceptional customer service and building long-term relationships with our clients.

About the Role

This is an exciting opportunity for a seasoned professional to take on a leadership role in investor relations and contribute to the growth and success of our organization.

Key Responsibilities:
  1. Investor Communication:
  • Develop and maintain effective communication channels with investors, including regular updates and reports.
  • Create and distribute investor communications, such as tax distributions, tax elections, and Schedule K-1 packages.
  • Organize investor meetings, conference calls, and presentations to ensure timely and accurate information dissemination.
Relationship Management:
  • Cultivate and maintain strong relationships with existing and prospective investors, fostering trust and confidence in the company's performance and strategic direction.
  • Tailor support and solutions to meet the unique needs and expectations of investors.
Reporting and Analysis:
  • Prepare and analyze financial and operational data to support investor reporting and decision-making.
  • Prepare and review partnership tax allocations for purposes of tax distributions and tracking partnership/partnership capital accounts.
  • Collaborate with internal teams, including finance, legal, and HR, to gather information and ensure accuracy and completeness of investor communication and reporting.
Compliance and Governance:
  • Maintain accurate and up-to-date investor records and documentation, including subscription agreements, confidentiality agreements, and investor communications.
  • Contribute to the development and enforcement of partner-related policies and procedures.
Requirements:
  1. Bachelor's degree in accounting or a related field. MS in Tax or CPA designation is a plus.
  2. Proven experience in investor relations, financial analysis, or related roles, preferably in a private equity-backed company or financial services industry.
  3. Excellent communication and presentation skills, with the ability to convey complex information in a clear and concise manner.
  4. Relationship-building skills with the ability to interact effectively with investors, executives, and external stakeholders.
  5. Analytical mindset with proficiency in financial modeling, data analysis, and reporting tools.
  6. Detail-oriented with strong organizational and project management skills.
  7. Ability to work independently and collaboratively in a fast-paced environment.

Compensation: The salary for this position is estimated to be around $120,000 - $150,000 per year, depending on experience.

Why Join Us?

At World Insurance Associates, LLC, we offer a dynamic and supportive work environment that fosters growth and development. Our team is passionate about delivering exceptional results and making a positive impact on our clients' lives. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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