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Investor Relations Associate

Salary
Competitive
Employment
Full Time
Real Estate Field
Location
Rancho Santa Margarita
 CA
Postal Code
92688
Country
United States

This job is no longer active.

Description


Kairos Investment Management Company is seeking an Investor Relations Associate to play an integral role within the department and firm s overall growth. The Investor Relations Associate will grow Kairos network and portfolio, as well as develop a thorough understanding of the current portfolio and services available. This role is responsible for developing client-facing market materials such as responses to RFPs and proposals, producing market intelligence, planning practice group marketing strategy, and targeted client events. The ideal candidate should have a strong "can-do" attitude and must thrive in a fast-paced, team-oriented professional culture.   RESPONSIBILITIES Maintaining Investor Relationships
  • Maintain and develop relationships with existing and prospective private and institutional investors
  • Follow up with prospects to address questions and assist with decision to subscribe
  • Serve as main point of contact for investor inquiries regarding their current investments and related reports and statements
  • Provide exceptional and timely customer service to investors; respond to investor inquiries and requests for information
  • Interact with a high volume of clients to process investments, update records, answer sophisticated inbound questions and spend time on phone educating investors
  • Oversee and assist with the intake, processing and filing of investor documents, and the ongoing posting of distribution notices, tax forms, and account statements
Managing CRM Platform and Data Integrity
  • Update firm and fund information in consultant databases and third-party platforms
  • Responsible for quality control of data saved in internal CRM system, including: detailed asset-level information, analysis and reporting, due diligence related to requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs)
  • Evaluate current and potential processes to improve customer retention and determine best practices
  • Assist in the completion of investor due diligence requests
  • Maintain approved Q&A document to respond to frequently asked questions from investors and supervise analyst or administrative support in responding to requests via email
  • Develop systematic methods for scaling our investments business and improving investor communication
Marketing Materials and Reports
  • Create and update marketing materials to maximize engagement of potential and existing investors
  • Prepare clear and concise reports, correspondence, and other written materials
  • Proofread and edit documents
  • Assist with fundraising and ad hoc requests
  SKILLS
  • MS Office and Excel with a focus on financial analysis
  • CRM system admin user
  • Strong communication skills (written, verbal, interpersonal, listening) and demonstrated ability to create an immediately positive impression
  • Ability to understand and clearly explain complex concepts
  • Exceptional attention to detail
  • Strong organizational skills
  • Logical and methodical approach to problem solving
QUALIFICATIONS
  • Bachelor s degree in Real Estate, Finance, Business, or a related field of study
  • 2-4 years of relevant experience at an investment management, investment consulting, wealth management, registered investment advisor, or financial services firm
  • Experience in public relations, sales, or marketing is a plus
  • FINRA series 7 and 63 or 66 required
  • Desire to pursue Series 65, CAIA, or CFA designations is considered a plus
  • Experience with offering circulars and investor subscription agreements
  • Experience in an investment advisory role with registered investment advisor or otherwise
  • Flexibility to work long hours at times
 

Job Sector


Not specified

 

Experience


2+ to 5 years


This job is no longer active.

Marketing / Communications Rancho Santa Margarita Full Time CA Business Development, Investor Relations, Marketing Investor Relations Associate other