Senior Associate – Investor Relations & Capital Development

Qode; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Direct exposure to investment teams

Ownership in building investor relations function

Opportunity to shape capital growth strategy

Job summary

Qode is seeking a Manager – Investor Relations & Capital Development to manage investor relationships and support capital growth in Mumbai, India. The role entails working closely with partners to communicate portfolio performance, build investor pipelines, and develop systems to scale investor functions.

The ideal candidate will have 3-5 years of experience in portfolio management, strong communication skills, and a background in dealing with high-net-worth individuals and family offices.

Qualifications

• 3-5 years of experience in portfolio management or investment advisory.
• Experience working with high-net-worth individuals and family offices.
• Strong background in communication and reporting.
• Knowledge of portfolio performance metrics and risk management.

Responsibilities

• Manage relationships with HNIs and family offices.
• Prepare investor presentations and performance updates.
• Guide analysts supporting investor relations.
• Develop dashboards for investor pipeline and engagement metrics.

Skills

Communication skills

Analytical ability

Presentation skills

Understanding of investment strategies

Job description

About The Role

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

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
• Convert investor interest into long-term capital partnerships

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 - 5 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