VP, Investor Relations

Confidential Company; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading institutional asset management firm in New York seeks an experienced Investor Relations professional. This individual will join a small client advisory team, focusing on supporting long-only clients and acting as a product specialist. The ideal candidate must have strong quantitative and communication skills, proven experience in financial markets, and the ability to cultivate client relationships. This role requires a proactive approach and a strong aptitude for data analysis and strategic planning.

Qualifications

• Minimum 10 years of relevant experience required.
• Prior experience working with institutional clients is essential.

Responsibilities

• Develop and execute strategic client management plans.
• Support the Business Development team with prospective clients.
• Prepare product reviews for senior management and marketers.

Skills

Client management

Communication skills

Quantitative analysis

Financial markets understanding

Microsoft Office proficiency

Data governance

Education

MBA or CFA

Tools

Microsoft Excel

Adobe Creative Suite

Job description

The firm is a 30-year-old $8 billion institutional asset manager with offices in New York and London. The firm seeks to hire an Investor relations professional to work as part of a small, entrepreneurial team primarily focused on supporting and growing the firm’s institutional long-only clients.

Position Overview

This individual will serve as an integral member of the client advisory team with a primary focus on supporting the firm’s long-only separate account clients and also serving as a product specialist for the designated U.S. product. The ideal candidate will possess a demonstrated interest in and ability to complete the full range of investor relations functions and will also exhibit an interest and ability to manage and cultivate client and consultant relationships. The successful candidate will need exceptionally strong communication and quantitative skills. Responsibilities will include, but not be limited to, the following:

• Develop and execute strategic client management plans to deepen and grow existing client relationships
• Support the Business Development team with prospective clients and leveraging consultant relationships connected to assigned clients
• Collaborate with the internal Client Advisory and Sales team on a variety of initiatives, including:
• creating client presentations and marketing materials
• drafting and coordinating monthly and quarterly client letters/commentaries
• conducting competitor and market analysis
• setting up and comprehensively preparing for existing and prospective investor meetings and calls, and proactively following up in a precise, timely, and professional fashion
• Prepare regularly scheduled monthly and quarterly reporting and manage responses to ad hoc investor requests
• Perform detailed data analysis to provide insights into asset classes, strategies, and product positioning
• Participate and provide input in the RFI and RFP process
• Provide support in the production of due diligence materials
• Prepare product reviews for senior management and marketers
• Monitor client inflows, outflows, and guideline changes
• Manage and observe contacts and sales notes in the firm’s CRM System
• Onboard new clients
• Serve as the product champion/specialist for the assigned product

Required Skills:

• Aptitude for managing and cultivating client and consultant relationships to identify growth and cross sell opportunities
• Ability to thrive in a highly entrepreneurial, fast-paced, competitive work environment
• Proven interest in the financial markets
• Demonstrated knowledge of fixed income investment strategies
• Ability to effectively manage multiple priorities and deliverables simultaneously with precision
• Ability to forge and maintain internal relationships with members of Sales, Client Advisory, Investment, Legal, and Operations teams
• Highly self-motivated, results-driven, and resourceful, with a “roll up your sleeves” mindset
• Superior verbal and written communication skills
• Extreme proficiency in the Microsoft Office suite (Word, Excel, and PowerPoint)
• Ability to perform v-lookups, if/then functions, pivot tables, etc.
• Experience streamlining processes with a focus on data governance
• Experience with Adobe Creative Suite (InDesign) is a plus

Background/Professional Requirements:

• MBA or CFA is preferred
• Minimum 10 years of relevant experience required
• Prior experience working with institutional clients is essential