Investor Relationship Manager

Altinvest; Mumbai; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

Altinvest in Mumbai seeks an Investor Relations professional to manage distributor and investor queries across Alt products, including AIF, PMS and others.

You will lead investor onboarding, ensure KYC/compliance checks, liaise with Legal, Finance, and Operations, and prepare communications and MIS reports.

Qualifications

• Minimum 3 years in Investor Relations, Fund Operations, Fundraising, or Alternative Investment roles (REITs, AIFs, PMS, or real estate funds).
• Strong understanding of alternative investment funds (AIFs), portfolio management schemes (PMS), investment advisory (RIA).
• Experience with KYC/AML, investor onboarding, fund administration and taxation concepts.
• Excellent analytical and communication skills (verbal and written).

Responsibilities

• Manage distributor and investor queries for Alt products across all asset classes.
• Serve as the primary contact for existing and prospective HNI investors of Alt products including AIF, PMS and others.
• Act as the primary contact for all distribution-related queries including distribution agreements, brokerages, client inquiries, emails, DDQs, and ad hoc requests.
• Manage end-to-end investor onboarding including documentation, KYC, and compliance checks.
• Prepare client communications content including distributions, waterfalls, fees and related components.
• Liaise with internal departments to ensure smooth information flow and timely deliverables.
• Support fund management activities including capital calls, distributions, and investor reporting.
• Address investor queries professionally and promptly.
• Assist in preparing investor communications and MIS reports.
• Maintain accurate investor data, documentation, and compliance records.
• Work with Finance, Compliance and Operations to understand taxation-related aspects relevant to investor queries and fund structures.

Skills

Investor relations

Analytical skills

Communication skills

KYC/AML

Education

Bachelor's in Finance/Economics

MBA in Finance

Job description

Roles & Responsibilities:

• Manage distributor and investor queries for Alt products across all asset classes.
• Serve as the primary point of contact for existing and prospective HNI investors of Alts products including AIF, PMS and others.
• Act as the primary point of contact for all distribution-related queries, including distribution agreements, brokerages, client inquiries, emails, due diligence questionnaires, additional ad hoc requests and more.
• Manage end-to-end investor onboarding, including documentation, KYC, compliance checks etc.
• Work with internal teams to prepare client communication content including distributions, calculations for waterfalls such as capital repayment, hurdle rates, fees, and related components.
• Hone a strong understanding of distribution partner and platform operations.
• Liaise with internal departments (Legal & Compliance, Finance, Operations, etc.) to ensure smooth information flow and timely deliverables.
• Support fund management activities including capital calls, distributions, and investor reporting.
• Address investor queries professionally and promptly.
• Assist in preparing investor communication, presentations, MIS reports, and periodic fund updates.
• Maintain accurate investor data, documentation, and compliance records.
• Work closely with Finance, Compliance and Operations teams to understand taxation-related aspects relevant to investor queries and fund structures.

• Minimum 3 years in Investor Relations, Fund Operations, Fundraising, or Alternative Investment roles (REITs, AIFs, PMS, or real estate funds).
• Bachelors or Master's in Finance, Commerce, Economics, or related fields with strong academic record. Additional certifications like CFA, CA, or MBA (Finance) are a plus.
• Strong understanding of alternative investment funds (AIFs), portfolio management schemes (PMS), investment advisory (RIA) is essential.
• Excellent analytical and communication skills (verbal and written).
• Strong understanding of KYC/AML, investor onboarding, fund administration, and basic taxation concepts.