Arootah · 2 weeks ago
Fractional Director of Investor Relations (Advisor Network)
United States
Contract
Remote
Lead/Staff
7+ years expArootah is a talent solutions firm purpose-built for the alternative investment industry. They are seeking experienced Directors or Heads of Investor Relations to consult their client base, providing expert advice and managing investor relations processes for Alternative Asset Firms and Family Offices.
EducationLifestyleProfessional ServicesEventsPersonal DevelopmentTraining
Responsibilities
Provide advice and guidance to Arootah clients who seek help with their Investor Relations needs. This will involve consulting to some of the leading Alternative Asset Firm and Family Offices in the world and sharing your experience as an expert in Investor Relations in helping clients to:
Develop realistic and effective monthly action plans
Identify internal and contextual roadblocks
Break apart goals into actionable steps
Devise a plan of action for each goal
Provide the client with resources associated with implementing their action plan
Implement policies, procedures, and control measures
Review, analyze and report on client tools and resources to ensure industry best practices
Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices
Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.)
All aspects of the day-to-day management and oversight of investor relations, including client onboarding, answering client questions, ongoing servicing of client and constituent needs and ensuring a positive investor experience
Deliver an accurate and consistent message to existing and potential investors
Assist in creating, editing, and maintaining all marketing documents, specifically pitch books, fund risk reports, monthly investor publications, and customized client materials & thought pieces
Proactively address all Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQ) requests and complete/maintain all corresponding documentation
Review monthly performance reports, requiring a strong understanding of performance, exposure, and other data analyses
Work closely with internal groups at the firm including senior management, operations, risk management, legal, and compliance to ensure client and regulatory requirements are satisfied and to ensure accuracy of RFP/DDQ responses
Create, maintain, and enhance marketing materials for investor meetings, calls, conferences, and roadshows
Maintain and update distributable monthly attribution, risk, and AUM templates
Maintain external databases with the firm’s data and information
Maintain and enhance the firm’s database of information to help build out, automate, and improve the firm’s data warehouse to more efficiently and effectively satisfy client requests
Populate and maintain internal client database and facilitate weekly and monthly performance update emails through the system
Ad hoc prospect and current client requests
Qualification
Required
Minimum of Bachelor's Degree in Communications, Marketing, Finance, or Business Administration, or a related field
A minimum of seven (7) years of professional experience in a similar IR/Marketing role within a Hedge Fund, Alternative Investment Firm or Family Office
Experience working with sophisticated institutional clients, prospective clients and a proven ability to develop new opportunities
Instinct on sales and desire to establish new relationships
Knowledge of multi-asset sectors and investment types, including, but not limited to public equity (long/short), private equity, fixed income, and absolute return oriented multi-strategy
Demonstrated analytical and quantitative skills and superb written and verbal skills
Confident client presentation skills (in person and phone)
Strong team player with an entrepreneurial predisposition and strong interpersonal skills necessary to interact with personnel across senior levels of the firm
Self-starter with strong project management and follow-through skills
Preferred
MBA or advanced degree is a plus
Sales or financial industry designations (such as Series 7 or Series 63) are a plus
Company
Arootah
Arootah is a company that provides Personal and Professional Development solutions for customers of good quality.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bob Quintana
Advisory Board Member/Executive Advisor to the CEO & Founder
Rich Bello
Founder and CEO
Company data provided by crunchbase