Investor Relations Associate — Institutional Reporting

Isam Securities; Boca Raton, Northern (FL, KY); Hybrid; USD 50,000 - 65,000; Full time

Job summary

iSAM seeks to strengthen its client relations capabilities within the Funds business in Boca Raton, FL. Reporting to the Head of Client Relations, the role emphasizes high-quality investor reporting and professional interaction with institutional clients.

This position supports day-to-day client relationship duties, marketing and investor reporting; coordinates with internal teams for timely service and ensures CRM data is accurate and up-to-date to maintain professional investor outreach.

Qualifications

• 0-2 years of relevant experience within Financial Services.
• Degree educated in a relevant field from a reputable university.

Responsibilities

• Assist with day-to-day client relationship duties, helping coordinate daily, weekly, monthly and ad-hoc interactions. Collaborate with internal teams to ensure timely, accurate and high-quality service.
• Support the preparation, updating and quality control of marketing and investor reporting materials, ensuring accuracy, consistency and alignment with Firm standards. Help track and log materials for compliance purposes and maintain updated versions in the firms CRM system.
• Assist in facilitating the monthly fund dealing process by coordinating documentation, communicating with the Fund Administrator, and ensuring subscription and redemption information is accurate and delivered on time.
• Support the collection and maintenance of investor information, helping update contact lists and the distribution databases to ensure accurate communication and outreach efforts.
• Build an understanding of the quantitative hedge fund landscape, including investor preferences, market trends, competitive dynamics and industry developments.

Job description

iSAM seeks to strengthen its client relations capabilities within the Funds business in Boca Raton, FL. Reporting to the Head of Client Relations, the role emphasizes high-quality investor reporting and professional interaction with institutional clients.

This position supports day-to-day client relationship duties, marketing and investor reporting; coordinates with internal teams for timely service and ensures CRM data is accurate and up-to-date to maintain professional investor outreach.