Investor Relations Lead – Private Funds & HNWI

Romspen Investment Corporation; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

Romspen Investment Corporation in Toronto seeks a Senior Investor Relations Associate to deliver outstanding service to investors, manage inquiries, and support the sales and marketing initiatives. You will oversee onboarding, AML/KYC, and subscription review, process investor transactions, liaise with Fund Administrators, and act as the subject-matter expert on Romspen funds and processes.

The role requires at least four years in investor relations or fund administration, a related degree, IR

Qualifications

• At least four years in investor relations, client services, or fund administration within financial services or alternative investments.
• Post-secondary education in Business, Finance, or a relevant field.
• Completion of CSC, Exempt Market Proficiency Course, or IR registration; advanced licensing is a strong asset.
• Strong understanding of private funds, exempt market products, investor reporting, and regulatory requirements.
• Proven ability to manage complex client relationships with professionalism and discretion.
• Strong MS Office skills, especially Excel, and CRM experience.

Responsibilities

• Serve as a primary point of contact for high-net-worth investors, advisors, and institutional partners, providing proactive, professional, and timely support.
• Oversee the end-to-end investor onboarding process, including review and approval of subscription documents, AML/KYC, and suitability requirements.
• Review, process, and approve investor transactions for direct and Fundserv accounts, ensuring accuracy and compliance with internal policies and regulatory requirements.
• Liaise with Fund Administrators to resolve escalated issues, reconcile discrepancies, and ensure timely reporting.
• Act as a subject-matter expert on Romspen funds, structures, and processes, supporting investors and internal stakeholders.
• Support audits, regulatory requests, and reviews by preparing documentation and responding to inquiries.
• Identify process improvements and efficiencies within investor relations and fund administration workflows; assist with implementation and documentation.
• Participate in cross-functional initiatives with Client Service, Compliance, Finance and Marketing.
• Other tasks as assigned.

Skills

Investor relations

Client services

Fund administration

MS Office proficiency

Leadership

Education

Post-secondary education in Business/Finance

IR registration or CSC/Exempt Market Proficiency Course

Tools

MS Office (Excel)

CRM systems

Job description

Romspen Investment Corporation in Toronto seeks a Senior Investor Relations Associate to deliver outstanding service to investors, manage inquiries, and support the sales and marketing initiatives. You will oversee onboarding, AML/KYC, and subscription review, process investor transactions, liaise with Fund Administrators, and act as the subject-matter expert on Romspen funds and processes.

The role requires at least four years in investor relations or fund administration, a related degree, IR