Investor Relations & Investment Specialist

Office Beacon LLC; Morong; On-site; PHP 207,000 - 344,000; Part time

Benefits offered by this job

Health insurance

Free parking

On-site parking

Company events

Paid training

Promotion to permanent employee

Job summary

Office Beacon LLC is hiring an Investor Relations & Investment Specialist to support investor communications, investments, and client service. The role emphasizes maintaining investor records, handling inquiries, distributions, and onboarding.

The position is initially part-time with a four-hour schedule aligned to U.S. Pacific Time. Potential transition to full-time exists based on performance and business needs.

Qualifications

• Experience in investor relations or investment operations.
• Strong writing and documentation skills.
• Knowledge of accounting or bookkeeping basics.

Responsibilities

• Manage investor inquiries via email with timely responses.
• Maintain accurate investor records and documents.
• Prepare and distribute investor statements and newsletters.
• Assist with subscription agreements and onboarding.
• Support distributions and related movements.

Skills

Investor relations

Financial services

Excellent writing

Attention to detail

Excel proficiency

Tools

Excel

Job description

We are seeking a proactive and detail-oriented Investor Relations & Investment Specialist to support investor communications, investment administration, and client service activities for a U.S.-based investment organization.

The role will primarily focus on maintaining strong investor relationships, responding to investor inquiries, managing investor records and documents, supporting investment distributions, and assisting with subscription agreements and investor onboarding.

The ideal candidate has experience in investor relations, investments, financial services, or a related field, along with a strong understanding of accounting or bookkeeping. This position requires excellent written communication, organization, responsiveness, confidentiality, and the ability to work independently with minimal supervision.

The position is initially part-time, with a flexible four-hour schedule aligned with U.S. Pacific Time business hours. There may be an opportunity to transition to full-time employment based on performance and business needs.

Key Responsibilities

• Manage and respond to investor inquiries primarily through email.
• Maintain professional and timely communication with existing and prospective investors.
• Support semiannual and annual investor distribution activities.
• Prepare and distribute investor statements following distributions.
• Prepare subscription agreements for new investor contributions.
• Assist investors with online portal access and required documentation.
• Track investment transactions, contributions, distributions, and related movements.
• Maintain accurate investor records and documents within the investor management portal.
• Monitor incoming investor communications and independently resolve routine inquiries.
• Escalate complex or technical investor concerns to the appropriate client contact.
• Conduct periodic investor outreach to understand questions, concerns, and potential investment interest.
• Support quarterly investor communication initiatives.
• Prepare and distribute investor newsletters, updates, and other communications.
• Assist with occasional investment-related marketing activities.
• Conduct research related to the organization and its investment products when needed.
• Recommend improvements to investor records, workflows, organization, and administrative processes.
• Maintain strict confidentiality when handling sensitive financial and investor information.

Qualifications

• Experience in investor relations, investment operations, financial services, customer service, or a related field is preferred.
• Accounting or bookkeeping knowledge is strongly required.
• Strong written and verbal communication skills.
• Excellent organizational and documentation skills.
• Strong attention to detail when handling investor information and financial records.
• Proficiency in Microsoft Excel and spreadsheet management is preferred.
• Experience working with investment platforms, investor portals, or financial systems is an advantage.
• Strong customer service and relationship management skills.
• Highly responsive, proactive, and capable of working independently.
• Ability to determine which investor concerns can be resolved independently and which require escalation.
• Strong understanding of financial data confidentiality and information security.
• Comfortable handling sensitive investor and financial information.
• Ability to work a flexible part-time schedule aligned with U.S. Pacific Time business hours.
• Willingness to work either 8:00 AM–12:00 PM Pacific Time or 1:00 PM–5:00 PM Pacific Time, depending on the confirmed client schedule.
• Reliable computer, internet connection, and appropriate work-from-home setup if remote work is approved.
• Company Christmas gift
• Company events
• Free parking
• Health insurance
• On-site parking
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Ability to commute/relocate:

• Clark Freeport Zone, Pampanga: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Bookkeeping: 1 year (Required)
• Accounting: 1 year (Required)
• Outbound calling: 1 year (Preferred)

Location: