OneAscent · 6 hours ago
MANAGER OF INVESTOR RELATIONS
Birmingham,AL,US
Full-time
Onsite
Senior Level
5+ years expOneAscent is a growing family of companies focused on aligning financial decisions with values. They are seeking a Manager of Investor Relations to identify and cultivate relationships with investors, manage fundraising efforts, and ensure compliance with regulatory standards.
Financial ServicesImpact InvestingRetirement
Responsibilities
Identify, cultivate, and secure commitments from individual and institutional investors including pension funds, endowments, and family offices
Build and maintain relationships with the internal advisor network to facilitate capital raising from advisors and their clients
Manage fundraising pipelines, attend investor events, and coordinate outreach efforts
Develop compelling investment packages including financial models, pro forma projections, and presentations for prospective investors
Serve as primary contact for advisors, RIAs, and investors, providing timely updates on fund performance and market insights
Prepare and disseminate quarterly reports, performance reviews, and investor communications
Address investor inquiries and maintain transparency in all communications
Gather market intelligence and investor feedback to inform fundraising strategies and firm positioning
Ensure adherence to regulatory requirements and internal reporting standards related to investor relations and securities laws
Verify investor qualifications and maintain accurate documentation
Collaborate with finance, legal, and investment teams to streamline communication and reporting processes
Support portfolio management with investor-facing materials and presentations
Qualification
Required
Bachelor's degree in finance, business, or related field
5-7 years of experience in investor relations, capital raising, or business development in asset management or private equity
Proven track record of successfully raising capital from institutional and individual investors
Strong understanding of investment products, fund structures, and financial markets
Excellent presentation and communication skills
Ability to build and maintain relationships with high-net-worth and institutional clients
Preferred
MBA or advanced degree
Experience with alternative investments or private markets
Previous experience working with RIAs and financial advisors
Knowledge of faith-based or values-aligned investing
Strong network within institutional investor community
Experience with CRM systems and investor database management
Company
OneAscent
OneAscent provides financial planning, legacy coaching, retirement planning, taxation, estate planning, and investment management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brian Church
Chief Growth Officer (CRO)
TJ Claud
Chief Compliance Officer
Recent News
Birmingham Business Journal
2025-03-11
2025-03-04
Company data provided by crunchbase