Investor Relations Specialist

T2 HOLDINGS LLC; Wheaton (IL); On-site; USD 42,000 - 54,000; Full time

Job summary

T2 Capital Management, headquartered in Wheaton, IL, is seeking an Investor Communications & Support professional. The role focuses on timely responses to investor inquiries and accurate distribution of materials to investors and advisors, while maintaining CRM records and coordinating with transfer agents and administrators.

Ideal candidates have 0-2 years of experience, strong communication, and organizational skills, with proficiency in Microsoft Office and CRM tools.

Qualifications

• Associate degree or higher.
• 0-2 years of professional experience; recent graduates are encouraged to apply.
• Especially strong communication and organizational skills.
• Ability to build rapport and establish trust with investors.
• Proficient in office software, including Microsoft Office Suite and CRM software.

Responsibilities

• Investor Communications & Support: Respond to inbound investor inquiries and direct them to the appropriate team member(s).
• Investor Communications & Support: Promptly facilitate effective communication and delivery of materials for investors and financial advisors.
• Investor Communications & Support: Assist with distribution of investor communications, including letters, reports, and distribution notices.

Skills

Communication

Organization

Customer service

Investors rapport

CRM proficiency

Education

Associate degree or higher

Tools

Microsoft Office Suite

CRM software

Job description

T2 Capital Management, headquartered in Wheaton, IL, is seeking an Investor Communications & Support professional. The role focuses on timely responses to investor inquiries and accurate distribution of materials to investors and advisors, while maintaining CRM records and coordinating with transfer agents and administrators.

Ideal candidates have 0-2 years of experience, strong communication, and organizational skills, with proficiency in Microsoft Office and CRM tools.