Investor Relations Manager

Corenza; Mumbai; On-site; INR 1,000,000 - 1,500,000; Full time

Benefits offered by this job

Direct exposure to investment and strategy teams

Ownership in building the investor relations function

Opportunity to shape capital growth and investor communication strategy

Job summary

A data-driven investment firm is seeking an Associate – Investor Relations & Capital Development in Mumbai. The successful candidate will manage relationships with high-net-worth individuals (HNIs) and family offices while supporting capital growth initiatives. Responsibilities include preparing investor presentations, developing reporting dashboards, and engaging with sophisticated investors. Applicants should have 3-4 years of experience in portfolio management and a strong background in client relationship management. Strong communication skills are essential for this role.

Qualifications

• Background in portfolio management firms, wealth management, investment advisory, derivatives sales, or alternative investments.
• Experience working with HNIs, family offices, or sophisticated investors.
• 3 to 4 years of experience in a relevant field.

Responsibilities

• Manage relationships with HNIs, family offices, and sophisticated investors.
• Communicate portfolio performance, strategy insights, and risk frameworks.
• Prepare investor presentations, reports, and performance updates.
• Build and manage a pipeline of potential investors.
• Engage with family offices, wealth managers, IFAs, and sophisticated investors.
• Build relationships with wealth managers, distributors, and advisors.
• Guide analysts supporting investor relations.
• Develop dashboards for investor pipeline, capital inflows, and engagement metrics.

Skills

Strong communication and presentation skills

Analytical and numerical ability

Ability to explain complex investment strategies clearly

Experience managing reports, dashboards, and investor data

Job description

It is a data-driven asset management company that uses quantitative strategies and advanced analytics to deliver risk-adjusted returns and long-term wealth growth for investors.

Job Description

We are a systematic investment firm building scalable, data-driven strategies across derivatives and multi-asset portfolios.

We are looking for an Associate – Investor Relations & Capital Development to manage investor relationships and support capital growth. The role involves working closely with partners and the investment team to communicate portfolio performance, build investor pipelines, and develop systems to scale the investor function.

Key Responsibilities

Investor Relations

• Manage relationships with HNIs, family offices, and sophisticated investors
• Communicate portfolio performance, strategy insights, and risk frameworks
• Prepare investor presentations, reports, and performance updates
• Address investor queries and maintain long-term relationships

Capital Development

• Build and manage a pipeline of potential investors
• Engage with family offices, wealth managers, IFAs, and sophisticated investors

Distribution & Partnerships

• Build relationships with wealth managers, distributors, and advisors
• Represent the firm in investor meetings and industry interactions

Team & Process Management

• Guide analysts supporting investor relations
• Build structured processes for investor onboarding, reporting, and communication
• Maintain CRM systems and investor pipeline tracking

Systems & Reporting

• Develop dashboards for investor pipeline, capital inflows, and engagement metrics
• Improve reporting through automation and structured workflows

Experience

• Background in portfolio management firms, wealth management, investment advisory, derivatives sales, or alternative investments
• Experience working with HNIs, family offices, or sophisticated investors
• 3 years - 4 years exp in relevant

Knowledge

• Understanding of portfolio performance metrics, risk management, derivatives/options strategies, and investment analytics

Skills

• Strong communication and presentation skills
• Analytical and numerical ability
• Ability to explain complex investment strategies clearly
• Experience managing reports, dashboards, and investor data

What You’ll Get

• Direct exposure to investment and strategy teams
• Ownership in building the investor relations function
• Opportunity to shape the firm’s capital growth and investor communication strategy.

Mandatory Requirement

Primary Job Profile: Investor Relations/ Fund Raising

Technical Skills: Client relationship management, Investor Reporting