Investor Relations Associate — Client Services & Reporting

ALM First Group; Dallas, Northern (TX, KY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

ALM First Financial Advisors, headquartered in Dallas, TX, seeks an Associate, Investor Relations to support client onboarding, reporting, and materials that fuel new business initiatives.

You will work with investment data across fixed income and equity strategies, prepare client reports, and help develop sales materials while coordinating with investment management, operations, analytics, marketing, and compliance teams.

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field preferred; or an equivalent combination of education and experience.
• 0 to 3 years of experience in financial services, client service, or sales support.
• Interest in investments, portfolio management, or financial institutions.
• Familiarity with investment products, client reporting, or sales support materials is a plus.
• Knowledge of credit union or bank investment regulations is helpful but not required.

Responsibilities

• Support client onboarding and ongoing service activities, including documentation, data collection, and coordination with internal teams.
• Work with investment data across fixed income and equity strategies—including analytics, returns, portfolio characteristics, and insurance-related structures—to support the preparation of client and prospect materials.
• Prepare, customize, and distribute recurring and ad hoc client reports, performance materials, and presentation decks.
• Assist with the creation and maintenance of sales and business development materials, including pitchbooks, proposal content, fact sheets, educational presentations, and client-ready presentations.
• Maintain and update internal templates, reports, and standard materials to ensure accuracy, consistency, and alignment with branding and compliance standards.
• Coordinate with internal teams (including investment management, operations, analytics, marketing, and compliance) to ensure accuracy, consistency, and timely delivery of client and sales-related deliverables.
• Support client meetings, calls, presentations, webinars, and prospect interactions, including preparation and presentation of materials and follow-up items.
• Track service requests, deadlines, and action items to ensure service standards and business development timelines are met.
• Maintain internal records, CRM updates, and required documentation in accordance with firm policies.
• Contribute to process improvements, service efficiencies, and enhancements to internal workflows and resources.

Skills

Attention to detail

Organization

Communication

Interpersonal skills

Influence

Collaboration

MS Office

CRM familiarity

Client experience

Education

Bachelor’s degree in finance, economics, business, or related field

Tools

CRM systems

Reporting tools

Job description

ALM First Financial Advisors, headquartered in Dallas, TX, seeks an Associate, Investor Relations to support client onboarding, reporting, and materials that fuel new business initiatives.

You will work with investment data across fixed income and equity strategies, prepare client reports, and help develop sales materials while coordinating with investment management, operations, analytics, marketing, and compliance teams.