Investor Relations Assistant

Aldrich & Co.; Boston (MA); On-site; USD 30,000 - 45,000; Full time

Job summary

Aldrich & Co., a prestigious financial services firm, seeks a driven Graduate Assistant for their Investor Relations team. The role involves developing client relationships, managing investor events, and ensuring compliance in communications. This opportunity is ideal for ambitious candidates looking to grow in a dynamic environment, emphasizing attention to detail and strong communication skills.

Benefits

Benefits

Qualifications

• 1-2 years’ experience in Investor Relations, PA/Team Assistant, or similar roles.
• Degree educated ideally with a firm knowledge/interest in finance.
• Advanced MS Office skills required.

Responsibilities

• Developing client relationships and managing investor roadshow processes.
• Attending meetings and coordinating investor events.
• Ensuring regulatory requirements and documentation are met.

Skills

Attention to detail

Communication

Team player

Time management

Proactiveness

Autonomy

Work ethic

Education

Bachelor's degree

Tools

MS Office (PowerPoint, Excel)

CRM systems

Job description

Salary:

£30,000 - £45,000

Do you have 1-2 years’ experience in Investor Relations or client-facing support within Financial Services?

Are you proactive, conscientious and highly organised, with exceptional attention to detail?

Are you ambitious, with a desire to learn and grow?

Do you have excellent communication skills and the ability to build relationships with a wide range of stakeholders?

An established financial services firm is looking for a Graduate Assistant to join their Investor Relations team.

What you’ll be doing day to day:

• Working towards developing client relationships
• Assisting in managing the investor roadshow and feedback process from start to finish, for deal, non-deal and corporate access
• Attending investor meetings
• Co-ordinating events, such as conferences, group meetings and site visits
• CRM management and ensuring corporate access regulatory requirements are met
• Putting together accurate and high-quality roadshow schedules and feedback documents

The skills you need to bring:

• 1-2 years’ experience in Investor Relations/Corporate Access, or as an PA/Team Assistant
• Very strong work ethic and happy to work long hours when needed
• Meticulous attention to detail
• Team player, able to collaborate effectively with colleagues
• Degree educated ideally with firm knowledge/interest in finance
• Ability to work autonomously, exercise good judgement, knowing when to ask for help and to offer support to the team
• Quick thinker and “can-do” attitude, excellent time management skills
• Advanced MS Office skill including advanced PowerPoint and Excel
• Some CRM experience would be helpful

+ benefits