Investor Relations Associate
Kairos Investment Management Company, LLC
Irvine, CA
Salary Estimate: $98,000.00 - $110,000.00
Employment Type: Full Time
Work Place: Office
Experience Required: 2+ to 5 years
Education Required: 4 Year College
Benefits
Job Description
- Serve as a point of contact for investor, advisor, and custodian inquiries regarding their current investments and related reports and statements
- Maintain and develop relationships with existing private and institutional investors, and back-office personnel of custodians
- Assist with review and organization of subscription documentation and investor forms
- Manage CRM and Investor Portal, including client onboarding and account management
- Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures
- Assist with the content preparation and vision execution of marketing materials, including PowerPoint presentations
- Complete Due Diligence Questionnaires (DDQ) for existing investors and update and maintain marketing materials, including PowerPoint presentations and other documents
- Work with internal and external compliance teams to ensure investor communication is compliant
- Assist in event coordination including event planning and management, initial outreach, follow-up, coordinating schedules
- Other duties and projects as required
- Bachelor’s degree required
- 2-4 years of relevant experience at an investment management, asset management, wealth management, investment consulting, or financial services firm
- Commercial real estate background required
- Juniper Square experience a plus
- Holds current FINRA Series 7 and 63 licenses and/or willing to obtain within 120 days of employment DOUBLE CHECK IF REQUIRED – CAN IT BE PREFERRED?
- Must be adaptable, committed, and team-oriented, with flexibility to work longer hours at times
- Ability to work well under pressure and respond to shifting priorities
- Excellent judgment and the ability to handle confidential information with complete discretion
- Self-motivated, creative problem solver, with great time management skills
- Ability to work in Irvine, CA office 5 days a week
- Medical, dental, vision, life and disability insurance coverage
- Holiday pay (currently observe 11 holidays per year)
- 16 days per year of paid time off (vacation and sick)
- 401k access with company contribution matching
Kairos Investment Management Company, LLC
• 1-100 employees
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