Full-Time

Investor Relations

Capstone Investment Advisors

Capstone Investment Advisors

201-500 employees

Global derivatives, volatility investment management

Compensation Overview

$70k - $100k/yr

+ Annual Incentive Plan + Performance-based Incentives

New York, NY, USA

In Person

On-site in New York City.

Bachelor's

Category
Business & Strategy (1)
Required Skills
Python
VBA
Excel/Numbers/Sheets

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Requirements
  • Bachelor’s degree
  • High integrity and discretion handling confidential information; familiarity with compliance principles
  • Strong analytical skills
  • Proficiency in Microsoft Office
  • Experience with a customer relationship management system and marketing content platforms
Responsibilities
  • Deliver first class service to Capstone’s primarily institutional investor and prospect base and serve as a primary point of contact for select investors
  • Assist with the completion of Due Diligence Questionnaire requests from investors
  • Develop strong product, strategy and industry knowledge
  • Maintain firm wide marketing materials and presentation management software (Seismic)
  • Produce periodic reports and customized analyses; ensure accuracy, consistency, and compliance across deliverables
  • Maintain and update Capstone’s client relationship management system (Backstop) with all connectivity and email correspondences
  • Assist in developing and maintaining automated dashboards and reports to provide real-time insights to stakeholders
  • Receive exposure to Capstone’s various investment teams and assist with the creation of custom analysis on behalf of current investors and prospects
  • Work closely with team members and develop relationships across Fund Accounting, Risk, Treasury, Compliance and other departments to complete and deliver reporting through Excel, Python, and VBA
Desired Qualifications
  • Bachelor’s degree with at least 1-3 years of financial services experience preferred
  • Experience with VSCode, Jupyter Notebook, SQL and Tableau preferred
  • Familiarity with artificial intelligence (AI) technologies and their practical application in a business or professional environment
Capstone Investment Advisors

Capstone Investment Advisors

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Capstone is a global, alternative investment management firm specializing in derivatives-based strategies and volatility, leveraging advanced technology to anticipate and harness the complexities of world markets.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

New York, New York

Founded

2004

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