High Value Investor Support Specialist

Oikocredit; Amersfoort; On-site; EUR 60,000 - 80,000; Full time

Job summary

Oikocredit in the Netherlands seeks a High Value Investor Support Specialist to back a global investor relations team. You will coordinate the end-to-end investor journey and ensure CRM accuracy, data management, and compliant reporting, enabling Relationship Managers to focus on strategic engagements.

You will develop professional investor materials, manage meetings across time zones, and deliver insights for forecasting and KPI tracking while partnering with Marketing, Compliance, Investor

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• 3–5 years of experience in sales support or sales operations, preferably within financial services.
• Strong CRM and data management skills, with advanced proficiency in Microsoft Office (Excel/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.

Responsibilities

• Coordinate end-to-end investor journey from lead management to investment completion.
• Own CRM data quality, pipeline information, compliance docs, and reporting.
• Create investor materials including proposals, presentations, reports, and communications for an international audience.
• Coordinate investor interactions: meetings, events, webinars, and executive calendars across multiple time zones.
• Provide insights for performance reporting, KPI tracking, pipeline analysis, and investment forecasting.
• Collaborate across Marketing, Compliance, Investor Support, Data & Insights, Finance, and Operations to deliver a seamless investor experience.
• Improve processes and workflows, maintain sales tools and resources, and identify opportunities for efficiency.
• Support high-profile investor events and campaigns for high-value and professional investors globally.

Skills

CRM proficiency

Data management

English communication

Organizational skills

Cross-functional collaboration

Education

Bachelor’s degree in Business/Finance/Marketing

Tools

Microsoft Excel

PowerPoint

CRM software

Job description

As a High Value Investor Support Specialist, you'll be the operational backbone of our High Value & Professional Investors team, helping create an exceptional experience for investors while enabling Relationship Managers to focus on building strong relationships and securing investments.

Main 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.

Why This Role Is Exciting

This role combines investor relations, sales operations, project coordination, data insights, and stakeholder management in a highly international environment. You'll work closely with senior commercial leaders, gain exposure to sophisticated investors, and play a critical role in helping the team achieve ambitious growth goals while delivering an outstanding investor experience.

Education, skills and experience

• Bachelor’s degree in Business, Finance, Marketing, or a 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.

Ideal Candidate

You are a highly organized and proactive professional who enjoys supporting commercial teams, working with data and processes, and delivering excellent service to clients and stakeholders. You combine strong administrative skills with a commercial mindset, thrive in an international environment, and are motivated by making a positive social impact.

Additional remarks.

The role is ideally 36 hours, though a 32-hour contract is also an option.