Investor Relations Associate

Dynamo Software, Inc.; Watertown (MA); In loco; USD 70.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive base salary

Performance bonus

401k matching

Excellent benefits

Descrizione del lavoro

Dynamo Software, Inc. is a leading fintech SaaS provider seeking an Investor Relations/Administration associate to manage investor requests, prepare quarterly and annual reports, and maintain investor data in the portal.

You will collaborate with multiple teams to ensure timely and accurate deliverables. The role requires a bachelor’s degree, strong communication, and 1–3 years of experience, with proficiency in MS Office and familiarity with investor portals or CRMs.

Competenze

• Bachelor's degree required.
• Strong communication and organizational skills.
• Detail oriented with a strong commitment to customer service.
• Able to multitask and prioritize workloads in a fast-paced environment.
• Able to work independently with multiple priorities across teams.
• 1–3 years of professional experience.
• Proficiency with Microsoft Office: Word, Excel, PowerPoint, Outlook, Adobe.
• Experience with an Investor portal or CRM is a plus.
• Hands-on experience using generative AI tools or willingness to learn; ability to write clear prompts.

Mansioni

• Monitor inbound investor requests and coordinate responses with internal teams.
• Complete recurring investor reporting and questionnaires monthly, quarterly, and annually.
• Create investor statements and notices and post to the secure investor portal.
• Organize and maintain all investor data for investor relations and fund administration teams.
• Gather and review investor information from subscription documents and update the portal accordingly.
• Maintain investor portal data and ensure accurate contact information.
• Collaborate with investor relations and operations to enhance communications with existing and potential investors.
• Leverage AI tools to streamline deliverables while verifying output accuracy.
• Identify opportunities to automate recurring investor relations processes with privacy and responsible AI practices.

Conoscenze

Communication

Organization

Attention to detail

Multitasking

Independence

Customer service

Written communication

Formazione

Bachelor's degree

Strumenti

Microsoft Office

Excel

PowerPoint

Outlook

Adobe

Investor portal

CRM

Descrizione del lavoro

Dynamo Software is a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored, highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years, the Dynamo™ platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 1,000+ clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world –Blackstone GrowthandFrancisco Partners, Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions.

The Company’s proprietary Dynamo Accounting™ software provides easy access to all firm information from one intuitive interface, handles complex fund structures and economic arrangements, and provides best of breed reporting. Dynamo Software’s experienced team of accounting professionals offers a full range of implementation and outsourcing services tailored to each client’s needs and budget. Clients include venture, buy-out, fund of funds, SBICs, family offices and other private equity firms with assets under management ranging from under $200 million to multi-billion.

Although we operate as a unified team, our Dynamo Accounting team effectively has two practices:

• Dynamo Accounting licensing and related implementation & support services
• Outsourced Accounting and Reporting Services

What You'll Do (Day-to Day):

• Monitor inbound investor requests, coordinate timely responses with multiple internal teams, and facility completion of investor deliverables
• Complete recurring investor reporting request and investor questionnaires on a monthly, quarterly and annual basis
• Create investor statements and notices and post to Dynamo’s secure proprietary investor portal
• Organize and maintain all investor level data for investor relations and fund administration team to easily access and manipulate
• Gather and review pertinent investor information from investor subscription documents and update the investor portal system accordingly
• Maintain and update investor data within the investor portal to ensure accurate contact information
• Work with investor relations and operations team to enhance broad communication efforts to both existing and potential investors
• Leverage AI tools to streamline investor deliverables, while verifying all output for accuracy
• Identify opportunities to automate recurring investor relations processes, adhering to firm policies on data privacy and responsible AI use when handling confidential investor information

What you bring:

• Bachelor’s degree required
• Strong communication and organizational skills
• Detail oriented with a strong commitment to customer service
• Able to multitask and prioritize workloads while maintaining high-quality standards
• Able to work independently with multiple priorities in a fast-paced environment across several teams
• A minimum of 1-3 years of professional experience
• Proficiency with Microsoft Office: Word, Excel, PowerPoint, Outlook, Adobe
• Previous experience using an Investor portal or CRM system or knowledge of private equity industries is a plus
• Hands-on experience using generative AI tools in a professional setting, or a strong interest in learning; comfortable writing clear prompts and refining output

What We Offer:

• The ability to have an IMPACT. Good ideas come from everybody in our organization. We are agile enough to embrace new ideas and new directions.
• A very attractive work culture in an established technology company. We take pride in our work and people.
• A competitive base salary, performance bonus, 401k matching, & excellent benefits.
• The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.

At Dynamo Software, we’re committed to fair and competitive pay practices. The listed range represents the base salary for this role, with final pay determined by experience and qualifications. In addition, employees are eligible for our performance-based bonus program. Base Salary Range: $70,000-$85,000.

Dynamo Software,Inc. isanequalopportunity employer. Allemployment decisions and personnel actions at the Company are administered withoutregard to race, color, religion, creed, nationalorigin, ancestry, sex, age, qualifiedmentalorphysical disability, sexual orientation, gender identity, genetic carrierstatus, any veteranstatus, any military service, any application for any military service, or any other category or class protectedby federal, state or local laws. All employmentdecisions and personnel actions, such as hiring, promotion,compensation, benefits, and termination,are and will continue to be administered in accordance with, and to furtherthe principle of, equal employment opportunity.

Dynamo Software uses artificial intelligence and automated tools to support parts of our recruitment process, including reviewing and organizing applications, transcribing and summarizing interviews, and scheduling. These tools assist our recruiters; they do not make hiring decisions on their own. Every decision to advance or decline a candidate is made by a person.You may request an alternative review process or a reasonable accommodation at any point by contacting [e-mail]. Requesting one will not affect your candidacy.