Irvine, CA
Salary Estimate: Confidential
Employment Type: Full Time
Work Place: Office
Experience Required: 5+ to 7 years
Education Required: 4 Year College
Job Description
The investor relations associate will be an integral part of investor communication for various funds and will report directly to 3 senior executives of the firm.
- Responsibilities include:
- Fund/Investor Management
- Process investors through subscription process
- Maintain investor database
- Maintain investor contact records
- Fund holdings maintenance
- Reporting (Quarterly & Annually)
- Formation of report
- Updating report with information from most recent quarter
- Coordinating investor conference calls and webinars
- Distributing investor reports and answering questions
- Scheduling major investor events
- Assistance in coordinating investor meeting in the US and overseas
- Sales
- Fostering relationships with existing and new investors
- Follow up with potential leads through marketing campaigns
- Coordinate meetings with senior management and potential investors
- Marketing
- Coordinate with 3rd party social media marketing consultants
- Manage social media accounts and respond to inquiries
- Draft press releases per marketing schedule
- Upload press releases to social media sites
- Distribute PR within organization
- Fund/Investor Management
- Candidate Requirements include:
- 5+ years of experience in a relevant field; real estate, banking, finance, lending, sales, communications
- Strong written & oral communication skills.
- Bachelor’s degree from four-year university in a relevant field; finance, economics, communications, business, marketing – minimum 3.5 GPA
- Outgoing personality and desire to interface with high net worth/institutional US and overseas investors
- Understanding or demonstrable willingness to understand complex financial structures and investment terminology
- Microsoft Office & Salesforce skills
- Positive attitude and ability to work independently within tight deadlines at a high-level of efficiency
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