Investor Relations and Marketing Associate

Regan Capital; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

An investment advisory firm in Dallas is seeking an Investor Relations and Marketing Associate to support client needs and drive marketing initiatives. The role involves assisting investor onboarding, managing marketing campaigns, and contributing to digital efforts. Ideal candidates are self-starters with a strong work ethic and effective communication skills, preferably with some industry experience. This is a full-time entry-level position.

Qualifications

• Some industry experience is a plus.
• Experience with Salesforce and digital marketing is beneficial.
• Self-starter, highly efficient with strong organizational skills.

Responsibilities

• Assist with investor onboarding and marketing materials.
• Support digital marketing efforts and manage the firm's website.
• Prepare monthly and quarterly reports.

Skills

Industry experience in Investment Management

Salesforce

Digital/social media marketing

Excellent follow-up skills

Effective communication

Strong work ethic

Tools

Salesforce

ActiveCampaign

Tableau

Job description

Investor Relations and Marketing Associate

Regan Capital is an SEC-Registered Investment Advisor with a successful track record spanning 14 years managing fixed income, credit and structured finance strategies for its predominantly institutional client base. Regan currently manages in excess of $2.7 billion across Mutual Funds, Exchange Traded Funds, UCITS Vehicles, Private Placement Partnerships, and Separately Managed Accounts. Clients include Institutional Investors such as Endowments, Foundations, High Net Worth and Family offices. Regan is continuing to expand its team located in Dallas, TX.

For more information on Regan Capital, please visit our website: www.regancapital.com.

About the Job

We’re seeking an Investor Relations and Marketing professional to help the firm support the needs of its existing clients and to help drive marketing initiatives for prospective clients. The key functions for the role will be in the Investor Relations department and assisting with firm-wide marketing initiatives. Regan intends to grow the business in the next three years to manage $5+ billion in assets. If you are ambitious, results-orientated and seeking an opportunity to join a high-caliber team of professionals on this exciting journey, we would like to hear from you.

Job Duties

The day-to-day role will vary depending on the business needs; initial duties are as follows:

• Assist the Investor Relations team with investor on-boarding, facilitating documents, handling questions or requests from investors, and helping to facilitate responses with members of the team.
• Assist with certain aspects of the firm’s marketing process, including maintaining databases, marketing materials and social media efforts.
• Participate in setting up and running marketing campaigns and maintaining client lists within the CRM (Salesforce).
• Assist with the generation of new client leads, utilizing industry databases, social media and assisting with corporate events.
• Support our digital marketing efforts, including maintaining our website and communicating updates, utilizing video content and social media.
• Assist the Investor Relations team and the firm’s COO with firmwide strategic initiatives, execution of projects, and ensuring marketing efforts adhere to regulatory requirements.
• Help manage our website to ensure accuracy and best practice disclosure.
• Assist in preparing monthly and quarterly reporting processes, including support in preparation of our investor letters, conference calls and investor presentations.
• Collaborate with teams to gather data for investor reports, compliance, and performance metrics.

Qualifications / Requirements

• Some industry experience (Investment Management, Banking, Wealth Management, prior Investor Relations experience at a Hedge Fund or Private Equity firm) is a plus.
• Experience with Salesforce, ActiveCampaign, and Tableau is a plus.
• Experience with digital/social media marketing is a plus.
• Excellent follow-up skills, including ability to track and respond to requests in a timely manner, accuracy and attention to detail.
• Self-starter, highly efficient, motivated, and willing to take ownership and help drive initiatives forward.
• Effective communication, organizational, and multitasking skills.
• Strong work ethic with a desire to learn, seeking a career where they can develop and grow the role and take their career further.
• Ability to multi-task and work in a fast-paced environment.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales