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Investor Relations Associate- REMOTE!

Company: Glocap Search
Location: Kansas City
Posted on: June 25, 2022

Job Description:

Our client is currently searching for a highly motivated, organized and detail-oriented team player to join a lean Investor Relations and Marketing team. The role provides a high degree of visibility to many areas of the business including the senior investment team and senior business management. The selected individual will need to be adaptable with an eagerness to learn. Candidates should possess unwavering attention to detail, as well a high level of numeracy and literacy. A solid understanding of Microsoft PowerPoint, Excel, Word and Outlook is a prerequisite. On a day-to-day basis, the successful candidate will support the team's Marketer in all client service-related responsibilities, including, but not limited to, the following responsibilities: --- Maintaining and creating all fund materials for both current and prospective investors --- Updating and maintaining Consultant and other content databases, such as eVestment --- Responding to daily investor requests; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines and investment related queries. The successful candidate must be able to work across functions to obtain and coordinate information from the respective internal teams, such as investment, compliance, legal, accounting, and operations in order to prepare materials and respond to ad-hoc requests --- Facilitating capital activity events in conjunction with the fund administrator and accounting team, including subscriptions, redemptions, and transfers and reviewing and tracking documentation from investors --- Distributing monthly/quarterly estimates, statements, investor letters, capital calls/distribution notices and audit confirmations --- Documenting processes and policies and recommending additional procedures to enhance investor communications --- Updating and maintaining investor records --- Liaising with fund administrator to ensure timely and accurate delivery of investor correspondence and reporting --- Preparing robust meeting invites with critical investor-level details for senior management in advance of meetings/calls with existing and prospective investorsRequirements include: --- Bachelors degree with strong marks --- Ideally 2+ years in financial services --- Self-starter mentality and attention to detail

Keywords: Glocap Search, Kansas City , Investor Relations Associate- REMOTE!, Other , Kansas City, Kansas

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