Russell Tobin · 1 day ago
Investor Relations Specialist
Russell Tobin is seeking an Investor Relations Specialist to manage investor operational due diligence and support existing investor relationships. The role involves coordinating responses, maintaining documentation, and suggesting improvements to processes and client service practices.
Responsibilities
Manage investor operational due diligence, including DDQs, custom questionnaires, and follow-up queries
Coordinate responses and materials from internal teams to ensure accurate and timely deliverables
Maintain investor-facing documents, operational materials, and standard templates
Support existing investor relationships and assist with new investor engagements
Prepare and follow up on meetings, including customized materials and internal briefings
Maintain investor data and diligence records in the CRM system
Attend investor meetings and calls as needed
Proactively suggest improvements to team processes and client service practices
Qualification
Required
Bachelor's degree
5–10 years of relevant experience in alternative investments, ideally at a hedge fund
Knowledge of hedge fund structures, operations, and institutional due diligence
Proactive, resourceful, and able to take ownership
Strong collaboration, communication, organizational, and project management skills
Proficiency in Microsoft Office and CRM systems
Series 3 license required after joining
Preferred
Prior operational due diligence or client service experience at a hedge fund
Benefits
Discretionary annual bonus
Comprehensive benefits including medical and life insurance
401(k)
Additional healthcare programs
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.