Investor Relations Senior Associate — Client Growth & Insights

Titan; New York (NY); On-site; USD 80,000 - 200,000; Full time

Job summary

A rapidly growing wealth management firm in New York seeks an Investor Relations Senior Associate to act as a primary point of contact for clients, enhance the client investment experience, and conduct portfolio analyses. The successful candidate will have 4-6 years of relevant experience, strong communication skills, and proficiency in financial modeling. This full-time role offers a compensation range of $80K - $200K.

Qualifications

• 4-6+ years of experience in Investor Relations, Asset Management, or similar roles.
• Exceptional written and spoken communication skills.
• Proficient in financial modeling and data analysis.

Responsibilities

• Serve as primary contact for client inquiries via various communication channels.
• Design systems that enhance business impact and user experience.
• Conduct bespoke portfolio analysis for clients.

Skills

Communication skills

Client relationship management

Investment knowledge

Detail orientation

Data analysis

Tools

Microsoft Excel

Job description

A rapidly growing wealth management firm in New York seeks an Investor Relations Senior Associate to act as a primary point of contact for clients, enhance the client investment experience, and conduct portfolio analyses. The successful candidate will have 4-6 years of relevant experience, strong communication skills, and proficiency in financial modeling. This full-time role offers a compensation range of $80K - $200K.