Verition is seeking a highly motivated and detail-oriented Investor Relations (IR) Associate to join our team. The successful candidate will support the Investor Relations team in managing investor relationships, coordinating capital activity, and working closely with third-party fund administrators. This role requires strong analytical skills, excellent communication abilities, and a deep understanding of financial markets.
Investor Communication:
- Assist in preparing and distributing regular updates to investors, including performance reports, newsletters, and market commentaries.
- Respond to investor inquiries promptly and accurately, ensuring high levels of service and satisfaction.
Reporting and Documentation:
- Maintain and update investor documentation, including subscription agreements, KYC (Know Your Customer) forms, and compliance documents.
Capital Activity Coordination:
- Coordinate capital activity, including subscriptions, redemptions, and transfers.
- Liaise with investors and internal teams to ensure smooth processing of capital transactions.
- Ensure accurate and timely execution of all capital activities.
Third-Party Fund Administrator Liaison:
- Work closely with third-party fund administrators to manage investor transactions and records.
- Ensure accurate and timely communication of investor information to the fund administrator.
- Monitor and reconcile investor account balances and transactions.
Marketing Support:
- Help coordinate Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) as well as bespoke prospect and client materials including presentations, spreadsheets, and ad hoc queries.
- Maintain and update the investor database and CRM system with relevant information.
- Manage all reporting databases.
Research and Analysis:
- Conduct research on market trends, competitors, and potential investor segments.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- 2+ years of experience in client services, account management, or a similar role within the financial industry.
- Strong understanding of financial markets, investment products, and hedge fund operations.
- Excellent analytical and problem-solving skills.
- Outstanding communication and interpersonal abilities.
- Proficiency in Microsoft Office Suite and familiarity with financial software and CRM systems.
- High attention to detail and the ability to manage multiple tasks simultaneously.
Salary Range
$85,000—$120,000 USD