Investor Relations Operations Associate

Gravity Staffing, Inc.; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

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.
• Willingness to obtain Series 3 license; the company will sponsor.
• High level of precision in a fast-paced, deadline-driven environment.
• Strong attention to detail and commitment to accuracy in a data-driven environment.
• Able to effectively prioritize tasks to meet deadlines escalating issues as necessary.
• Excellent written and effective oral communication skills.
• Strong organizational skills; logical thinker.
• Team player, but able to work independently with minimal oversight; exhibits appropriate discretion.

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

Team player

Independence

Education

BA or BS in business or quantitative major

Tools

Excel

CRM software

Job description

A global quantitative investment firm is seeking a dynamic, motivated, and detail-oriented Investor Relations Operations Associate with 3-5 years of relevant experience, to join their team in New York City. This is a hybrid position, with 4 days in the office and 1 day remote.

Key Responsibilities Include:

• Oversight of Fund Administrator’s IR function (including reviewing investor statements)
• Processing all investor activity (subscriptions/redemptions) and leading the month-end close process by reviewing monthly/quarterly statements, wire confirmations, asset summaries, etc.
• Maintenance of account details in CRM & investor reporting
• Oversight of the investor website: managing the content posted to internal and external websites and assisting investorswith website access (e.g. setting up access, trouble-shooting technical difficulties, etc.)
• Assisting with regulatory reporting
• Contributing to additional project-oriented work (e.g. Compliance initiatives, new product launches, fund restructurings/changes, client reporting updates)

Qualifications & Desired Skills:

• BA or BS in business or quantitative major with a strong academic record
• 3-5 years of relevant experience
• Intermediate to advanced level computer skills; must be highly proficient in Excel
• Willingness to obtain Series 3 license; the company will sponsor
• High level of precision in a fast-paced, deadline-driven environment
• Strong attention to detail and commitment to accuracy in a data-driven environment
• Able to effectively prioritize tasks to meet deadlines escalating issues as necessary
• Excellent written and effective oral communication skills
• Strong organizational skills; logical thinker
• Team player, but able to work independently with minimal oversight; exhibits appropriate discretion