Job Description:
Investor Relations Analyst RoleHybrid in the Loop - Walking distance from Union/Ogilvie
Compensation: $70K - $80K base + 10% bonus, potential for Sign on Bonus
Benefits: Employer sponsored Health, Vision, Dental, 401K, PTO, Lunch Allowance
About: Serve as a key point of contact for investors, requiring strong attention to detail, collaboration skills, and the ability to manage tight deadlines.
Responsibilities:
- Process new investor subscriptions and interest transfers, coordinating between internal teams and wealth managers.
- Act as the relationship manager for assigned wealth manager contacts.
- Respond to client inquiries and liaise with external parties.
- Collaborate with departments such as Fund Accounting, Tax, Compliance, Operations, and Treasury.
- Facilitate communication on daily and ad-hoc activities.
- Support system enhancements with the Technology Team.
- Coordinate with third-party vendors and transfer agents to optimize onboarding processes.
- Assist with ad-hoc projects as needed.
Qualifications:
- Bachelor's degree with 1+ years of experience.
- Proficiency in MS Office (Word, Excel); CRM experience (e.g., Microsoft Dynamics) is a plus.
- Strong organizational skills, attention to detail, and ability to prioritize tasks.
- Effective communication skills and ability to work independently or in a team.
This role offers a dynamic environment, requiring a proactive approach and a commitment to delivering quality investor services.