Senior Associate – Investor Relations & Capital Development

Qode Advisors Llp; Mumbai City; On-site; INR 1,500,000 - 5,000,000; Full time

Job summary

Qode Advisors Llp is seeking a Senior Associate – Investor Relations & Capital Development to manage investor relationships and support capital growth. You will work with partners and the investment team to communicate performance, build pipelines, and develop scalable investor processes.

You will lead investor relations, capital development, distribution partnerships, and systems reporting; guide analysts, maintain CRM, and create dashboards to track pipeline, inflows, and engagement for

Qualifications

• Background in portfolio management or wealth management
• Experience with HNIs or sophisticated investors
• 3–5 years of relevant experience

Responsibilities

• Manage relationships with HNIs, family offices, and sophisticated investors
• Communicate portfolio performance, risks, and strategy insights
• Prepare investor presentations, reports, and updates
• Build and manage investor pipeline and onboarding
• Develop dashboards for pipeline, inflows, and engagement metrics
• Maintain CRM and investor data with structured processes

Skills

Communication

Presentation

Analytics

Numerical

Investor data

Tools

CRM systems

Dashboards

Job description

Senior Associate – Investor Relations & Capital Development

4 - 10

Full-Time

INR 15 - 50 (Annual)

About the Role

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

We are looking for an 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

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
• 3years - 5Years 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