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Investment Relations Analyst

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

This job is no longer active.

Description


Position:

Kairos Investment Management Company is seeking an Investor Relations Associate to join our Investor Relations Team. Your role will be largely focused on on-boarding new investors, distributing investor communications and reports, and attending to ad-hoc requests from investors, RIAs, and custodians. This role requires a process oriented and highly driven team-player with a positive and proactive attitude, excellent attention to detail, and the ability to communicate clearly and effectively. This role will report to the Senior Manager of Investor Relations.

 

Job Essentials:

  • Play a key role in the subscription/investor onboarding process and manage pipeline of new investors for each fund closing
  • Prescreen and organize subscription documents and KYC requirements for legal review, and follow through until receipt of funds and execution of documents
  • Monitor and respond to inquiries received via the investor relations email inbox
  • Assist in responding to ad-hoc requests in a timely manner from investors, registered investment advisors, custodians and internal staff
  • Manage and maintain CRM system (Juniper Square) to ensure complete and consistent investor information
  • Thorough organization and upkeep of investor portal
  • Manage investor communications and distribute via investor portal capital account statements, capital calls, distribution notices, tax documents, quarterly reports, annual disclosures
  • Support new business development and fundraising efforts
  • Assist in event coordination for current and potential investors, including planning and set up, initial outreach, follow-up, coordinating schedules, event management, and gifts
  • Maintain company’s website and social media pages with relevant updates
  • Develop an understanding of how investors and wealth mangers operate to better service them

Qualifiers:

  • Bachelor’s degree required, preferably in business administration, finance or related field
  • 2-4 years of relevant experience at an investment management, asset management, wealth management, investment consulting, or financial services firm
  • Experience with Juniper Square is beneficial to the role
  • In-office position

Core Competencies:

  • Polished and professional written and oral communication skills.
  • Strong organizational and administrative skills with a keen attention to detail
  • Resourceful and process-oriented
  • Exceptional time management skills, and the ability to work well under pressure and respond to shifting priorities
  • Excellent judgment and the ability to handle confidential information with complete discretion

Job Function


 

Job Sector


Not specified

 

Experience


2+ to 5 years


This job is no longer active.

Finance / Investment Rancho Santa Margarita Full Time CA Investor Relations Real Estate Investment Analyst other