Global Investor Experience Specialist

Oikocredit International; Amersfoort; On-site; EUR 60,000 - 85,000; Full time

Job summary

Oikocredit International in the Netherlands seeks a High Value Investor Support Specialist to drive the end-to-end investor journey, coordinate meetings across time zones, and prepare proposals and communications for international investors.

You will partner with Marketing, Compliance, Investor Support, Data & Insights, Finance and Operations to ensure accurate data, robust reporting, and an exceptional investor experience while contributing to social impact.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• 3-5 years of experience in sales support, sales operations, client services, or administrative roles, preferably within financial services or another regulated environment.
• Strong CRM and data management skills, with advanced proficiency in Microsoft Office (especially Excel and PowerPoint).
• Excellent organizational skills, able to manage multiple priorities, complex workflows, and deadlines with high attention to detail.
• Strong communication skills in English; additional European languages are a plus.
• Understanding of investment, financial services, or compliance processes such as KYC and due diligence.
• A collaborative team player with experience working across functions and multicultural environments.
• Passion for social impact, sustainability, and contributing to Oikocredit's mission.

Responsibilities

• Drive investor engagement and sales support by coordinating the end-to-end investor journey, from lead management and due diligence to proposal preparation and investment completion.
• Own CRM excellence, ensuring investor data, pipeline information, compliance documentation, and reporting are accurate, up-to-date, and actionable.
• Create professional investor materials, including proposals, presentations, reports, and communications tailored to an international audience.
• Coordinate key investor interactions, managing meetings, events, webinars, and executive calendars across multiple time zones.
• Provide insights that drive decisions, supporting performance reporting, KPI tracking, pipeline analysis, and investment forecasting.
• Partner across the organization with Marketing, Compliance, Investor Support, Data & Insights, Finance, and Operations teams to deliver a seamless investor experience.
• Enable commercial success by improving processes, optimizing workflows, maintaining sales tools and resources, and identifying opportunities for greater efficiency and impact.
• Support high-profile investor events and campaigns, helping deliver engaging experiences for high-value and professional investors globally.

Skills

CRM proficiency

Data management

Organizational skills

English communication

Cross-functional collaboration

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

Tools

Microsoft Excel

PowerPoint

Job description

Oikocredit International in the Netherlands seeks a High Value Investor Support Specialist to drive the end-to-end investor journey, coordinate meetings across time zones, and prepare proposals and communications for international investors.

You will partner with Marketing, Compliance, Investor Support, Data & Insights, Finance and Operations to ensure accurate data, robust reporting, and an exceptional investor experience while contributing to social impact.