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Job summary
A global quantitative investment firm is seeking an Investor Relations Operations Associate with 3-5 years of relevant experience to join their New York City team. This hybrid role involves oversight of investor-related functions, processing investor activities, and maintaining CRM accounts. Candidates should hold a BA or BS in business with strong Excel skills, attention to detail, and the willingness to obtain a Series 3 license. This position offers a dynamic and detail-oriented work environment.
Qualifications
3-5 years of relevant experience in similar roles.
Willingness to obtain Series 3 license.
High level of precision in fast-paced, deadline-driven environments.
Responsibilities
Oversee Fund Administrator’s IR function.
Process investor activity and lead month-end close process.
Maintain account details in CRM.
Skills
Proficient in Excel
Organizational skills
Attention to detail
Effective communication skills
Education
BA or BS in business or quantitative major
Job description
A global quantitative investment firm is seeking an Investor Relations Operations Associate with 3-5 years of relevant experience to join their New York City team. This hybrid role involves oversight of investor-related functions, processing investor activities, and maintaining CRM accounts. Candidates should hold a BA or BS in business with strong Excel skills, attention to detail, and the willingness to obtain a Series 3 license. This position offers a dynamic and detail-oriented work environment.