Investor Relations Associate - Institutional Engagement

Corient; Chicago (IL); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Employer paid Dental, Vision & Life Insurance

Short-term & Long-term Disability coverage

Paid Maternity & Parental Leave

Flexible Spending Accounts

Training Reimbursement

Volunteer days

Job summary

A leading wealth management firm located in Chicago is seeking an Associate for Institutional Relations. Key responsibilities include managing communication with investors, supporting external sales teams, and conducting due diligence meetings. Applicants should have 3-5 years of relevant experience and be licensed or willing to be licensed under Securities regulations. This full-time role offers a salary range of $100,000–$120,000 and various employee benefits such as health plans, 401(k) matching, and flexibility in the workplace.

Qualifications

• 3-5 years of relevant experience in a related field.
• Licensed or willingness to be licensed Series 7 and 63.
• Asset Management or investment consulting background preferred.

Responsibilities

• Oversee communication and nurture relationships with investors.
• Analyze competitor positions to improve sales strategy.
• Assist with client due diligence and meetings.
• Work closely with portfolio managers on product messaging.
• Manage performance attributes and client communications.
• Respond to investor diligence questions and RFPs.
• Maintain Salesforce data and dashboards for sales staff.
• Establish organizational goals and procedures.
• Manage investor-focused events.
• Conduct business ethically and professionally.

Skills

Attention to detail

Communication

Relationship management

Education

Relevant experience (3-5 years)

Licensed or willingness to be licensed Series 7, 63

Tools

Salesforce

Job description

A leading wealth management firm located in Chicago is seeking an Associate for Institutional Relations. Key responsibilities include managing communication with investors, supporting external sales teams, and conducting due diligence meetings. Applicants should have 3-5 years of relevant experience and be licensed or willing to be licensed under Securities regulations. This full-time role offers a salary range of $100,000–$120,000 and various employee benefits such as health plans, 401(k) matching, and flexibility in the workplace.