Head of Investor Relations

Confidential Company; New York (NY); On-site; USD 200,000 - 320,000; Full time

Job summary

Confidential Company in New York seeks a Head of Investor Relations to lead a team of IR professionals, drive client engagement, and expand asset growth across credit strategies. The candidate will collaborate with portfolio teams, manage communications, and enhance cross-selling opportunities for institutional clients.

The role requires extensive IR leadership experience, excellent strategic thinking, and a track record of managing large accounts, with travel as needed to support relationships.

Qualifications

• Minimum 12+ years of relevant experience in investor relations or asset management.
• Proven leadership of a multi-person IR team in a fast-paced environment.
• Strong client engagement and cross-selling capabilities across investment strategies.

Responsibilities

• Lead a team of IR professionals and manage account coverage through the client lifecycle.
• Oversee client deliverables, account management, and product communication across strategies.
• Develop opportunities to retain and cross-sell firm solutions with institutional clients.
• Coordinate portfolio reviews with investment teams and client updates.
• Manage RFPs/RFIs and keep CRM data accurate and organized.

Skills

IR leadership

Client engagement

Cross-selling

Portfolio reviews

RFP/RFI management

CRM management

Regulatory/compliance

Education

Finance/business/economics degree

Tools

Salesforce

Job description

An $8 billion plus Credit Specialty manager investing across the capital structure inclusive of High Yield/Bank Loans/Convertible and Equities, with offices in New York and London. We currently employ over 50 people and operate with a strong, performance-driven, entrepreneurial culture. The firm has both Long Only and Alternative Strategies.

Position Overview:

The firm seeks to hire a Head of Investor Relations (IR) professional, with the primary objective of managing a team of 6 plus investor relations personnel. The ideal candidate should have a demonstrated history of successfully leading an investor relations team, exceptional client engagement skills, a strategic approach to cross-selling, and strong technical expertise in relevant products. Additionally, the candidate should have extensive experience managing separate accounts, including institutional private/public pensions, insurance companies, and/or private wealth, as well as overseeing allocations within defined contribution and retirement plans.

Responsibilities:

The primary objective, among others, is to retain and grow assets while expanding relationships by:

• Overseeing a team of IR professionals responsible for maintaining comprehensive account coverage throughout the life cycle of the client
• Ensuring the seamless execution of three core investor relations functions: client deliverables, client account management, and product management across the firm's various strategies
• Proactively develop opportunities to retain and cross-sell the firm's solutions
• Oversee and/or participate in portfolio reviews with/without portfolio managers across the firm's solutions
• Manage internal and external information flow, consistently at all levels between the firm and its clients. Participate in client quarterly and annual updates. Coordinate product presentations/marketing materials, communications, performance, and ad-hoc discussions
• Responsible for the team managing and responding to RFPs, RFIs, and questionnaires while ensuring the CRM system is accurately maintained and well-organized
• Develop and maintain strong, transparent, and proactive communication with current and prospective clients
• Establish institutional best practices and monitor best practices for KPI's
• Develop and execute comprehensive product business plans across the firm's solutions to drive growth
• Collaborate with the team to identify and develop leads and business opportunities
• Coordinate all efforts with Executive Management, including but not limited to other members of the investor relations and investment teams
• Adhere to the firm's guidelines, handbook, and compliance standards
• Collaborate with senior management to develop and execute investor relations strategies that support the business objectives and long-term growth plans.
• Ensure all activities comply with the relevant regulations and ethical standards; and uphold the firm's commitment to transparency and integrity in all interactions

Requirements:

• Strong understanding of investment management, credit-oriented asset classes, high yield/leveraged loans
• Minimum 12+ years of relevant experience
• Demonstrated leadership capabilities with a track record of effectively managing teams and collaborating cross-functionally in a fast-paced, competitive work environment
• Integrity, professionalism, and a commitment to upholding the highest standards of ethical conduct
• Strategic mindset with the ability to think critically, analyze data, and develop actionable insights to drive business performance
• Exceptional communication and interpersonal skills with the ability to engage effectively across a diverse range of stakeholders
• Open to travel as required for the role
• A strong academic record from a top-tier undergraduate or graduate institution, preferably with a concentration in business, finance, economics, or a related field.