Investor Relations & Solutions Associate

Social Capital Resources; New York (NY); Vor Ort; USD 70.000 - 90.000; Vollzeit

Zusammenfassung

Social Capital Resources in New York is seeking an Associate to support its investor relations and business development functions. You will help prepare client-facing materials and coordinate investment-related information requests for institutional investors.

The role requires strong writing and research skills, detail orientation, and the ability to manage multiple requests with internal teams. Proficiency in Word, Excel, and PowerPoint is expected, with a Bachelor's degree and 1–3 years in

Qualifikationen

• Bachelor's degree required.
• 1–3 years of experience in asset management, financial services, investor relations, RFP/DDQ preparation, or a related field preferred.
• Strong writing, editing, research, and analytical skills.

Aufgaben

• Prepare and coordinate responses to investor inquiries, DDQs, RFPs, and other client information requests.
• Work with internal investment, operations, compliance, and business development teams to gather and validate information.
• Develop and maintain written content related to investment products, strategies, performance, and operational processes.
• Support the preparation of institutional client presentations and investment-related documentation.
• Maintain accurate information within internal databases, reporting platforms, and content management systems.
• Review investor communications for accuracy, completeness, consistency, and adherence to internal standards.
• Assist with consultant database updates and ongoing institutional investor reporting requirements.
• Track deadlines, coordinate deliverables, and manage multiple requests simultaneously.
• Identify opportunities to improve reporting processes, documentation, and information management.

Kenntnisse

Writing

Editing

Research

Analytical skills

Ausbildung

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Jobbeschreibung

Social Capital Resources in New York is seeking an Associate to support its investor relations and business development functions. You will help prepare client-facing materials and coordinate investment-related information requests for institutional investors.

The role requires strong writing and research skills, detail orientation, and the ability to manage multiple requests with internal teams. Proficiency in Word, Excel, and PowerPoint is expected, with a Bachelor's degree and 1–3 years in