Investor Relations Manager

RESPONSIBILITIES:

• Lead the investor relations function and serve as point of contact for investors, investment consultants, administrators, related parties, Trustee and Investment Advisor.
• Cultivate and maintain relationships with investors and investment consultants.
• Assist with designing and developing content for communications materials and collaborate with Trustee and Investment Advisor to craft messaging and investor communications.
• Complete and coordinate approval of ongoing investor deliverables, including, but not limited to, investor and consultant questionnaires, information requests and strategy updates.
• Coordinate the updating of administrative changes with investors, Trustee and other parties as needed.
• Responsible for maintaining and updating investor database.
• Track redemptions/redemption queue and interface with investors and Trustee as directed.
• Participate in investor and investment consultant meetings (via zoom or in person) on an as needed basis. Travel may be required.
• Assist the marketing team with establishing and executing an investor management process.
• Assist the marketing and investor relations team in developing procedures for better serving investors.
• Assist with designing and developing content for communications materials.
• Assist in development of marketing materials.
• Other duties as assigned.

QUALIFICATIONS:

• Bachelor’s degree in Arts or Science required.
• Over 10 years of professional experience, including at least 5 years in relevant financial fields such as investment banking, investor relations, consulting, or similar areas.
• Understanding of capital markets preferred.
• Exceptional communication and presentation skills.
• Professional, outgoing demeanor with high energy, a strong work ethic, resourcefulness, flexibility, and discretion in handling confidential information.
• Excellent interpersonal skills; enthusiastic, collaborative team player, and self-starter with a commitment to excellence, attention to detail, and ability to meet deadlines.
• Ability to effectively manage multiple priorities with positive results.
• Demonstrated capability to work collaboratively across departments and engage with cross-functional teams.
• Proven track record in building and maintaining strong relationships with stakeholders and institutional investors.
• A strong desire to continuously learn and contribute to a dynamic team within an investment company.