VP of Investor Relations at TBG | The Bachrach Group in Houston, Texas

Posted in Other 1 day ago.

Type: full-time





Job Description:

Summary:

TBG is seeking a dynamic VP of Investor Relations for a boutique financial advisory firm. This role involves managing investor relationships, supporting current and prospective investors, and providing strategic insights to the firm's executives.

Responsibilities:
  • Expand and maintain the investor base.
  • Identify and secure new investors.
  • Provide transparent updates to stakeholders and educate them on firm performance.
  • Liaise with industry regulators and act as a corporate representative.
  • Create impactful investor presentations and financial visualizations.
  • Align senior management with the firm's core values.
  • Collaborate with third-party service providers.
  • Keep investors informed on performance and manage their requests (redemptions, subscriptions, documentation).
  • Participate in strategic meetings with executives.

Qualifications:
  • 10+ years in financial services, with experience in commodities trading or asset management/alternative investments.
  • Bachelor's degree in finance, economics, business, or marketing (master's preferred).
  • Active Series 3 license (required). If inactive, must have been active within the past 18 months.
  • Exceptional communication and presentation skills.
  • Established relationships with institutional investors, family offices, endowments, and sovereign funds.
  • Proven ability to build relationships with industry leaders.

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