Investor Relations Executive

Michael Page (UK); City Of London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading recruitment agency in the City of London is seeking an Investor Relations Executive to join a dynamic team. In this role, you will manage investor queries, administrative processes, and support retail sales. The ideal candidate will have 1-2 years of experience in a client-facing role and possess strong communication and organisational skills. Opportunities for professional development and involvement in strategic initiatives are available.

Qualifications

• 1-2 years of experience in a client-facing or customer service role, preferably in financial services.
• Basic understanding of retail investment products is essential.
• Knowledge of VCTs, EIS, and BR is advantageous.

Responsibilities

• Responding to investor and adviser queries via email and telephone.
• Managing administrative processes like transfers, exits, and investor portal tasks.
• Preparing and distributing reports, valuations, and dividend announcements.
• Supporting the retail sales team and attending client meetings for fund updates.
• Organising investor events and contributing to service improvement initiatives.

Skills

Excellent communication skills

Strong organisational abilities

Proactive approach to improving processes

Job description

• Join a FTSE 250 company with a strong reputation in sustainable investment.
• Gain exposure to innovative tax-efficient investment products.

About Our Client

The client is a leading investment manager specialising in real assets and growth capital, operating across the UK, Europe, and Australia. They are committed to driving the energy transition, decarbonisation, and nature recovery while delivering strong returns for investors through diversified strategies.

Job Description

The duties of the Investor Relations Executive include:

• Responding promptly and accurately to investor and adviser queries via email and telephone.
• Managing administrative processes such as transfers, exits, and investor portal tasks.
• Preparing and distributing reports, valuations, factsheets, and dividend announcements.
• Supporting the retail sales team and attending client meetings to provide fund updates.
• Acting as a product champion, organising investor events, and contributing to service improvement initiatives.

The Successful Applicant

The ideal Investor Relations Executive candidate will have 1-2 years of experience in a client-facing or customer service role, preferably within financial services. They will possess excellent communication skills, strong organisational abilities, and a proactive approach to improving processes. A basic understanding of retail investment products is essential, and knowledge of VCTs, EIS, and BR is advantageous.

What's on Offer

The candidate will join a dynamic and collaborative team within a respected FTSE 250 organisation in the City of London, gaining exposure to innovative investment products and opportunities for professional development. They benefit from a role that combines client interaction, operational responsibilities, and involvement in strategic initiatives aimed at improving investor experience.