Investor Relations Specialist
2 weeks ago
Investor Relations Specialist
Salary Range: $100,000
As an Investor Relations Specialist, your primary responsibility will be to cultivate and sustain relationships with investors, facilitate client meetings, and develop promotional marketing materials.
Key Responsibilities:
- Establish and nurture relationships with investors.
- Act as the main point of contact for investors, including high-net-worth individuals, family offices, and institutional clients.
- Create marketing materials and pitch books for both current and prospective investors.
- Communicate strategic information, performance updates, and market insights.
- Manage the distribution of K-1 tax documents to investors, ensuring compliance with regulatory requirements and deadlines.
- Assist in organizing meetings and presentations for investors.
Qualifications:
- Bachelor's degree in finance, business administration, or a related field.
- 3-6 years of relevant experience in Investor Relations or Business Development, preferably in Real Estate or Private Equity investments.
- Exceptional communication and writing skills.
- Strong understanding of financial markets, investment principles, and regulatory requirements related to investor relations and tax reporting.
Selby Jennings operates as part of Phaidon International, a globally recognized recruitment organization dedicated to serving the financial industry.
By segmenting financial markets into specialized niches, Selby Jennings employs a knowledge-driven approach, delivering global solutions tailored to local markets. Each consultant possesses expertise in their respective fields, allowing us to align our teams with the specific needs of our clients and candidates.
We collaborate closely with clients to design a customized search model that aligns with the nature of the assignment and the required service level, employing a tailored mix of solutions to maximize outreach to both active and passive candidates.
With offices worldwide, we transcend international boundaries to proactively source top talent in the industry. Our services encompass contingent, retained, and project solutions, reflecting our commitment to exceptional service delivery, search precision, and adaptability.
-
Investor Relations Specialist
5 days ago
Dallas, Texas, United States Selby Jennings Full timeAbout the Role:We are seeking a highly skilled Investor Relations Associate to join our team at Selby Jennings. As an Investor Relations Associate, you will be responsible for establishing and maintaining relationships with investors, supporting client meetings, and creating promotional marketing materials.Key Responsibilities:Build and maintain...
-
Investor Relations Executive
2 weeks ago
Dallas, Texas, United States LURIN Full timeWe are looking for a dedicated and detail-oriented Investor Relations Associate to enhance our multifamily investment firm, LURIN. The successful candidate will be instrumental in fostering and sustaining positive connections with our investors, ensuring clear and timely communication about investment performance and opportunities, and contributing to the...
-
Investor Relations Coordinator
2 weeks ago
Dallas, Texas, United States LURIN Full timeWe are looking for a dedicated and detail-oriented Investor Relations Associate to become an integral part of our multifamily investment firm, LURIN. The successful candidate will be essential in fostering and maintaining strong relationships with our investors, ensuring clear and timely communication about investment performance and opportunities, and...
-
Investor Relations Coordinator
2 weeks ago
Dallas, Texas, United States LURIN Full timeWe are looking for a dedicated and detail-oriented Investor Relations Associate to become an integral part of our multifamily investment firm, LURIN. The successful candidate will be essential in fostering and maintaining strong relationships with our investors, ensuring clear and timely communication regarding investment performance and prospects, and...
-
Investor Relations Coordinator
2 weeks ago
Dallas, Texas, United States LURIN Full timeWe are looking for a dedicated and detail-oriented Investor Relations Associate to enhance our multifamily investment firm, LURIN. The successful candidate will be instrumental in fostering and sustaining positive connections with our investors, ensuring clear and timely communication about investment performance and prospects, and contributing to the...
-
Global Investor Relations Manager
3 days ago
Dallas, Texas, United States CMB Regional Centers Full timeJob SummaryCMB Regional Centers, a leading global investment company, is seeking a highly skilled Global Investor Relations Manager to join our team. This role is critical to the success of our Investor Relations team and requires direct communication with prospective investors in English and Mandarin.Key ResponsibilitiesMarket Development: Develop and...
-
Investment Relations Specialist
3 days ago
Dallas, Texas, United States D.I. Management, LLC Full timeJob DescriptionOverviewD.I. Management, LLC is seeking a highly skilled Investment Relations Specialist to join our team. As a key member of our organization, you will play a critical role in supporting our capital activities, business development, fundraising, investor relations, and growth initiatives.Key ResponsibilitiesSupport Global Private Equity...
-
Dallas, Texas, United States AECOM Full timeJob DescriptionAECOM is seeking an analyst to support our Finance and Investor Relations team to be based in either Dallas, TX or Denver, CO.We are looking for an analyst with strong financial valuation and communication skills to support the investor outreach, quarterly reporting, and strategic initiatives of our Corporate Finance and Investor Relations...
-
Client Relations Specialist
2 weeks ago
Dallas, Texas, United States Farther Full timeJob OverviewCompany Overview:Farther is an innovative Registered Investment Advisor (RIA) that merges expert financial advisors with advanced technology, offering a customized and comprehensive wealth management experience.The founders of Farther are pioneers and leaders from the private wealth sector, bringing a unique combination of traditional wealth...
-
Client Relations Specialist
1 week ago
Dallas, Texas, United States STARVIEW ENTERPRISES INC Full timeExciting Opportunity as a Client Relations SpecialistAbout STARVIEW ENTERPRISES INC:Become a vital part of our innovative organization as a Client Relations Specialist and engage in a fulfilling journey of connection, influence, and advancement.Why Work with Us?Varied Clientele: Represent a diverse array of clients across multiple sectors, including...
-
Client Relations Specialist
2 weeks ago
Dallas, Texas, United States Texans Credit Union Full timeTexans Credit Union: Client Relations SpecialistCore Responsibility: Assist clients, enhance team dynamics, aim for excellence in member servicesTexans Credit Union, a prominent financial entity in the Dallas area, is eager to welcome individuals who thrive on challenges and have a passion for making a positive impact through service.Position Summary: As a...
-
Client Relations Specialist
2 weeks ago
Dallas, Texas, United States Rad & Associates PLLC Full timePosition OverviewWe are seeking a dedicated Client Relations Specialist to effectively manage communication within our organization. This role is pivotal in ensuring that all incoming calls are handled with professionalism and directed to the appropriate departments.Key ResponsibilitiesManage and respond to incoming calls with a focus on customer...
-
Client Relations Specialist
2 weeks ago
Dallas, Texas, United States R2 Logistics Full timeAre you a personable professional who thrives on resolving challenges and collaborating within a team-focused atmosphere? If this resonates with you, the Client Relations Specialist role at R2 Logistics could be an excellent match.In this position, your primary duties will include accurately processing client orders, monitoring shipments, addressing any...
-
Customer Relations Specialist
1 week ago
Dallas, Texas, United States 247Hire Full timeJob OverviewPosition: Customer Relations Specialist (Banking Sector)Employment Type: Full-time / OnsiteLocation: Dallas, TXQualifications: Minimum of 3 years in Customer Service or Administrative Support roles, Excellent Communication Abilities, Attention to Detail, Capacity to Work Independently, and Experience in Banking or Financial Services.Preferred...
-
Client Relations Specialist
1 week ago
Dallas, Texas, United States AlphaGraphics - US416 Full timeJob OverviewCOMPANY BACKGROUND:As a prominent entity in the Printing, Design, and Shipping sectors, our goal is to collaborate with small enterprises and individual clients, delivering exceptional solutions that simplify their tasks.Our dedicated team at AlphaGraphics - US416 is on the lookout for a Client Relations Specialist to join us on a full-time...
-
Client Relations Specialist
2 weeks ago
Dallas, Texas, United States Rad & Associates PLLC Full timePosition OverviewWe are seeking a proficient Client Relations Specialist to enhance our operations at Rad & Associates PLLC. The primary duties of this role involve managing incoming communications, ensuring calls are routed to the correct departments, and maintaining accurate records as necessary.Key ResponsibilitiesRespond to incoming calls promptly and...
-
Client Relations Specialist
2 weeks ago
Dallas, Texas, United States Precision Door Service Full timeBecome a part of the Precision Door team, a leader in the garage door repair industry with a strong franchise background. At Precision, we are committed to nurturing our workforce, promoting long-term career paths, and fostering a collaborative work atmosphere. Our franchise owners recognize the complexities of contemporary family life and aim to provide...
-
Client Relations Specialist
2 weeks ago
Dallas, Texas, United States Rad & Associates PLLC Full timePosition OverviewWe are seeking a dedicated Client Relations Specialist to enhance our communication efforts. The primary duties involve managing incoming calls, ensuring they are routed to the correct departments, and maintaining accurate records.Key ResponsibilitiesHandle a high volume of incoming calls with professionalism.Direct calls to the appropriate...
-
Client Relations Specialist
2 weeks ago
Dallas, Texas, United States Rad & Associates PLLC Full timePosition OverviewWe are seeking a proficient Client Relations Specialist to enhance our operations at Rad & Associates PLLC. This role is pivotal in managing communication and ensuring seamless connectivity within our organization.Key ResponsibilitiesHandle incoming calls with professionalism and direct them to the appropriate departments.Maintain and update...
-
Client Relations Specialist
1 week ago
Dallas, Texas, United States Farther Full timeJob OverviewCompany Overview:Farther is an innovative Registered Investment Advisor (RIA) that merges expert financial advisors with advanced technology to provide a personalized and comprehensive wealth management experience.The founders of Farther are pioneers and visionaries from the private wealth sector, bringing together a unique combination of...