Investor Relations Operations Associate jobs in United States
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Weiss Asset Management · 1 day ago

Investor Relations Operations Associate

Weiss Asset Management (WAM) is a Boston-based investment firm seeking an Investor Relations Operations Associate to join their Investor Relations team. The role focuses on supporting day-to-day operations related to investor transactions and reporting, ensuring accuracy and effective communication with investors and internal teams.

Asset ManagementFinanceMarket Research
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Support day-to-day Investor Relations operations, with a focus on investor transactions, reporting, and data accuracy
Act as an operational point of contact for investor-related requests, ensuring items are tracked, reviewed, and completed accurately and on time
Coordinate investor transactions such as subscriptions, redemptions, and transfers in accordance with fund terms and internal policies
Work directly with the fund administrator and other external partners to exchange information, troubleshoot issues, and resolve discrepancies
Maintain and update investor reporting materials and related data to ensure accuracy before distribution
Handle ad hoc investor and due diligence requests, often pulling together and reconciling information from multiple systems or data sources
Manage internal systems used for investor information, documentation, and workflow tracking
Assist with investor meeting coordination, documentation, and follow-up materials
Contribute to process improvements aimed at increasing accuracy, consistency, and operational efficiency

Qualification

Financial services experienceData accuracyOperational workflowsInvestor transactionsCollaboration

Required

Detail-oriented
Organized
Comfortable managing operational workflows where accuracy and follow-through matter
Clear communication skills
Ability to work confidently with data and documentation
Effective collaboration with investors, internal teams, and external counterparties
1–4 years of relevant professional experience in financial services, operations, accounting, reporting, or a similarly detail-intensive environment

Company

Weiss Asset Management

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Weiss Asset Management is an asset & investment management and market research company.

H1B Sponsorship

Weiss Asset Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (5)
2023 (5)
2022 (5)
2021 (6)
2020 (4)

Funding

Current Stage
Growth Stage

Leadership Team

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Andrew Weiss
CEO
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Emma Rausch
Chief People Officer
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Company data provided by crunchbase