Investment Relations Specialist

Lakewood, New Jersey

$120,000 + Bonus/Commission

Job Description:

We are seeking a highly skilled and motivated Investment Relations Specialist to join our client's dynamic team . As an Investment Relations Specialist, you will play a critical role in managing and enhancing relationships with our investors and stakeholders. You will be responsible for ensuring effective communication, providing exceptional service, and assisting in fundraising efforts.

Responsibilities:

Investor Relations:

• Serve as the primary point of contact for existing and prospective investors.
• Build and maintain strong, long-lasting relationships with investors by providing regular updates, addressing inquiries, and ensuring a high level of satisfaction.
• Collaborate with the investment team to effectively communicate fund performance, strategies, and investment updates to investors.

Fundraising Support:

• Assist in the development of marketing materials, presentations, and investor communications for fundraising efforts.
• Coordinate investor meetings, roadshows, and due diligence sessions.
• Prepare and maintain investor lists, databases, and documentation.

Reporting and Analysis:

• Prepare and distribute regular performance reports, fund summaries, and investor statements.
• Analyze and interpret fund performance data to provide insights and recommendations for improving investor relations strategies.
• Monitor industry trends and competitor activities to ensure our fund's competitive positioning.

Compliance and Regulation:

• Ensure compliance with all relevant regulations, including SEC and other regulatory requirements.
• Stay updated on industry best practices and regulatory changes affecting investor relations.

Special Projects:

• Participate in ad-hoc projects related to investor relations, fundraising, and investor events.
• Collaborate with the finance and legal teams on special initiatives as needed.

Qualifications:

• Bachelor's degree in Finance, Business, or a related field (MBA or CFA is a plus).
• Proven experience in investor relations, client services, or a related role within the financial industry.
• Strong understanding of hedge fund strategies, investment products, and financial markets.
• Excellent communication and interpersonal skills, with the ability to effectively engage with a diverse group of investors.
• Proficiency in using CRM systems and investor relations software.
• Analytical mindset with the ability to interpret financial data and investment performance.
• High level of professionalism, ethics, and discretion in handling sensitive information.
• Knowledge of SEC regulations and compliance requirements for hedge funds.
• Strong organizational skills and the ability to multitask in a fast-paced environment.
• Attention to detail and a commitment to delivering high-quality investor communications.
• Team player with the ability to collaborate across various departments.