On-Site Investor Relations Associate (Funds)

iSAM; Boca Raton (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

iSAM, a quantitative trading and asset management firm, is seeking a motivated analyst to strengthen the Funds business by delivering high-quality investor reporting and professional client communications. This on-site role reports to the Head of Client Relations and supports multiple reporting cycles.

Ideal candidates have 0–2 years in financial services, a relevant degree, and a commercially minded, proactive approach.

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, coordinating daily, weekly, monthly and ad-hoc interactions.
• Support preparation, updating and quality control of marketing and investor reporting materials.
• Facilitate the monthly fund dealing process by coordinating documentation and ensuring accurate subscription and redemption information.

Skills

Client relations

CRM

Reporting

Education

Degree in Finance/Economics

Job description

iSAM, a quantitative trading and asset management firm, is seeking a motivated analyst to strengthen the Funds business by delivering high-quality investor reporting and professional client communications. This on-site role reports to the Head of Client Relations and supports multiple reporting cycles.

Ideal candidates have 0–2 years in financial services, a relevant degree, and a commercially minded, proactive approach.