Confidential Company · 4 hours ago
Vice President of Investor Relations
NYC Metro Area
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $180K/yr
10+ years expConfidential Company is seeking a Vice President of Investor Relations to join their client advisory team. The role focuses on supporting long-only separate account clients and managing client and consultant relationships, requiring strong communication and quantitative skills.
Staffing & Recruiting
Responsibilities
Develop and execute strategic client management plans to deepen and grow existing client relationships
Support the Business Development team with prospective clients and leveraging consultant relationships connected to assigned clients
Collaborate with the internal Client Advisory and Sales team on a variety of initiatives, including: creating client presentations and marketing materials
Drafting and coordinating monthly and quarterly client letters/commentaries
Conducting competitor and market analysis
Setting up and comprehensively preparing for existing and prospective investor meetings and calls, and proactively following up in a precise, timely, and professional fashion
Prepare regularly scheduled monthly and quarterly reporting and manage responses to ad hoc investor requests
Perform detailed data analysis to provide insights into asset classes, strategies, and product positioning
Participate and provide input in the RFI and RFP process
Provide support in the production of due diligence materials
Prepare product reviews for senior management and marketers
Monitor client inflows, outflows, and guideline changes
Manage and observe contacts and sales notes in the firm’s CRM System
Onboard new clients
Serve as the product champion/specialist for the assigned product
Qualification
Required
BA/BS degree required
Minimum 10 years of relevant experience required
Prior experience working with institutional clients is essential
Extreme attention to detail
Aptitude for managing and cultivating client and consultant relationships to identify growth and cross sell opportunities
Ability to thrive in a highly entrepreneurial, fast-paced, competitive work environment
Proven interest in the financial markets
Demonstrated knowledge of fixed income investment strategies
Ability to effectively manage multiple priorities and deliverables simultaneously with precision
Ability to forge and maintain internal relationships with members of Sales, Client Advisory, Investment, Legal, and Operations teams
Highly self-motivated, results-driven, and resourceful, with a 'roll up your sleeves' mindset
Superior verbal and written communication skills
Extreme proficiency in the Microsoft Office suite (Word, Excel, and PowerPoint)
Ability to perform v-lookups, if/then functions, pivot tables, etc
Experience streamlining processes with a focus on data governance
Preferred
MBA or CFA is preferred
Experience with Adobe Creative Suite (InDesign) is a plus
Company
Confidential Company
Hiring For Confidential Roles.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Carl Myers MD, MBA
Founder and CEO
Mike Mileski
CEO
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