Investor Relations Associate Resume Samples
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Investor Relations Associate Resume Samples
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ZD
Z Donnelly
Zena
Donnelly
41282 Nelda Corners
Boston
MA
+1 (555) 679 3863
41282 Nelda Corners
Boston
MA
Phone
p
+1 (555) 679 3863
Experience
Experience
Chicago, IL
Investor Relations Associate
Chicago, IL
Kunze and Sons
Chicago, IL
Investor Relations Associate
- Perform other related duties as assigned by Compliance manager
- Perform other related duties as assigned by department management
- Perform Anti-Money Laundering review and assist in the maintenance of a database of investors to be reviewed on a periodic basis
- Act as main contact for fund investors and managers via email and telephone correspondence
- Providing excellent client service and identifying opportunities to grow existing and new relationships in the Greater China region
- Update and manage investor information in CRM databases
- Communicate with IT and Software Development teams to correct system/input errors relating to documents
Philadelphia, PA
CIB Operations Investor Relations Associate
Philadelphia, PA
Bruen Group
Philadelphia, PA
CIB Operations Investor Relations Associate
- Build relationships with clients, investors, other AIS teams, third parties, as well as with other business groups across the wider JPMorgan organisation
- Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/ changes
- Partner within the IR department and across the broader AIS team to ensure the completion of all end-to-end processes in line with JPMorgan Risk Management policies
- Produce and review client and investor level reporting, such as monthly / quarterly statements, contract notes, order acknowledgements, and regulatory reports
- Take on and complete ad-hoc reporting as necessary such as the preparation of board reports, system extracts, audit requests, etc
- Review the transactional workflow including maker/checker activities for investor transactions and resolve any outstanding documentation, including KYC/AML documents
- Perform call-backs as necessary to authenticate clients’ and investors’ instructions
present
Boston, MA
Corporate Communications & Investor Relations Associate
Boston, MA
Wunsch, Dietrich and Pouros
present
Boston, MA
Corporate Communications & Investor Relations Associate
present
- Coordination and development of materials for use by Corporate Communications and Investor Relations, including PowerPoint presentations, press releases, scripts, website content, company-wide emails, quarterly company newsletter, analyst report summaries, media relations content, case studies, white papers, executive bios, social media content and other materials
- Work with internal teams to develop key messages, outlines and initial drafts for Corporate Communications and Investor Relations materials
- Develop fresh story ideas, copy, edit, proofread, and revise communications
- Other duties as assigned
- Excellent attention to detail
- Research media coverage and industry trends and compile media monitoring reports
- Oversee the planning, implementation, and tracking of specific Corporate Communications and Investor Relations projects
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of Georgia
Bachelor’s Degree in Business
Skills
Skills
- Ability to gain deep product knowledge of various private equity strategies quickly
- Able to gain deep product knowledge of various private equity strategies quickly and thoroughly
- Demonstrated ability to be adaptable, innovative and flexible in high paced team environment
- Adaptable with ability to manage multiple priorities and meet deadlines
- Keen attention to detail and highly organized
- Excellent time management skills with demonstrated ability to multitask and prioritize
- Good knowledge of Microsoft Office products
- Basic knowledge of institutional alternative fund products and how these vehicles are structured
- Strong attention to detail
- Strong quantitative skills and detail oriented
10 Investor Relations Associate resume templates
Read our complete resume writing guides
1
EO, Investor Relations, Associate Resume Examples & Samples
- At least 3 years of relevant work experience
- Demonstrated experience in finance, accounting, economics and markets
- Ability to scope and oversee projects, providing direction to junior team members
- Experience with capital markets and/or financial institutions
- Ability to analyze, evaluate, form independent judgments and think creatively
- Strong interpersonal skills; ability to interact and build relationships with people across the firm at different levels of seniority
- Highly detail-oriented and organized
2
Gwm Alternatives Investor Relations Associate Resume Examples & Samples
- Serve as a resource to educate & provide information to the sales force on the Hedge Funds, Private Equity and Real Estate funds on the global Private Bank platform
- 3-5 years of experience in an Investor Relations/Product Specialist role
- Understanding of the Alternatives asset class and mechanics of private equity and hedge funds strongly preferred
3
Investor Relations Associate Resume Examples & Samples
- Minimum 2 years of Financial Services experience
- Prior experience with Alternative Investments preferred
- Excellent verbal communication and listening skills
- Innovation and flexibility
- Significant relationship building skills
- Robust writing skills including a pristine attention to detail
- BS / BA degree required
4
Investor Relations Associate Resume Examples & Samples
- 3+ years of Investor Relations experience
- Bachelor's Degree in Economics and/or Finance
- Computer savvy
5
Investor Relations Associate Resume Examples & Samples
- 3+ years Investor Relations experience
- Previous experience with Client Service and RFPs
- Experience within Private Equity
- Able to gain deep product knowledge of various private equity strategies quickly and thoroughly
- Solid analytical and quantitative skills
6
Investor Relations Associate Resume Examples & Samples
- Disseminate investor documents to the appropriate party; ensure that all documents are properly posted to the Investor Relations database
- Perform Anti-Money Laundering review and assist in the maintenance of a database of investors to be reviewed on a periodic basis
- Perform Compliance review all investor documents for accuracy and completeness; communicate all exceptions to potential investors, investors or clients and ensure resolution
- Confirm receipt of documents to investors
- Prepare documents for entry in the Investor Relations database and enter them into the database
- Perform Anti-Money Laundering review of potential investors and current investors including analysis and follow-up of the results including searching outside databases
- Review investor documents for completeness and accuracy. Based on the requirements of a particular fund, determine that the document has been fully completed and all supporting documentation has been provided. Communicate with investors, clients and/or processors to obtain missing or corrected information. Maintain log of outstanding documents and follow-up all such documents to satisfactory conclusion
- Maintain database of current clients
- Good knowledge of Microsoft Office products
- Some overtime is required
7
Investor Relations Associate Resume Examples & Samples
- Client service experience, preferably out of another PE fund
- Willing to pitch in wherever needed, including in operations, compliance, etc
- Strong Excel skills
8
Investor Relations Associate Resume Examples & Samples
- 4+ years work experience in public accounting or hedge fund accounting, operations, or investor relations
- Strong analytical and mathematical skills are a must as well as excellent written and verbal communication skills; must be comfortable presenting to investors and senior management
- Must be able to multi-task and manage various projects in a timely manner
- Bachelor's degree with high GPA
- Knowledge of CRM systems
- Prior experience with a Hedge Fund
9
Marketing / Investor Relations Associate Resume Examples & Samples
- 3+ years of related experience working for an Investment Bank, Investment Manager, Hedge Fund, or Consulting firm
- Understanding of Global Bond Markets and Securities
- Microsoft Office/Suite proficient (Excel, Word, PowerPoint)
- Solid client service, communication, research, writing, editing, and design skills
- Adobe Creative Suite experience
10
Investor Relations Associate Resume Examples & Samples
- Bachelor's Degree with a high GPA
- 4-7 years of work experience in public accounting or hedge fund accounting, operations, or investor relations
- Highly-motivated
- Strong analytical and mathematical skills
- Ability to multitask and manage various projects in a timely manner
- Ability to think out of the box with an aptitude for process improvements and efficiency enhancement
- Familiarity with CRM systems
- Direct or indirect experience with hedge funds
11
Investor Relations Associate Resume Examples & Samples
- 2-5 years’ experience in business development and/or marketing
- Competitive skills demonstrated by strong academic background
- Thoughtful and strategic approach
- Superior writing and verbal communication skills
- Exceptional organizational skills and the ability to thrive in a fast-paced environment
- Extensive knowledge of Excel and PowerPoint
- Familiarity with investor landscape within the alternative industry
- Knowledge of systematic, quantitative or macro strategies
- Experience with Adobe InDesign
12
Investor Relations Associate Resume Examples & Samples
- 1-2 years of experience, preferably in an investor or client relationship role
- Excellent communication skills including verbal, written and interpersonal skills
- Service-oriented and courteous
- Excellent time management skills with demonstrated ability to multitask and prioritize
- Well-suited to work within an entrepreneurial culture that places a premium on performance
13
Junior Investor Relations Associate Resume Examples & Samples
- 1-2 years’ experience
- Bachelor's Degree in Accounting or Finance with a GPA of 3.5
- Strong work ethic and team player
- Strong research, analysis, presentation and reporting skills (experience working with Excel and PowerPoint)
- High level of maturity and sound judgment
- Relevant internship experience
14
Investor Relations Associate Resume Examples & Samples
- Manage critical Investor Relations projects, including FATCA compliance, CRM migration, reporting automation projects, investor portal creation, etc
- Update and manage investor information in CRM databases
- Assist with investor communications (including letters, mailers, emails, and presentation materials), internal reporting and data entry
- Correspond daily with back office teams on day to day and ad hoc activity
- Process new investor subscriptions, including the collection and analysis of legal documentation
- Interact with clients during the on-boarding phase for the purpose of processing subscription documents
- 1- 3 years of experience in a fund administration role, preferably working with institutional
- Excellent written and verbal communications skills with the ability to clearly present key issues and recommended actions
- Strong analytical thinking capabilities and creative problem-solving skills
- A self-starter who is consistently proactive, uses time efficiently and acts with a high degree of personal accountability
- Ability to multi-task and prioritize multiple assignments; ability to manage changing demands in fast-paced environment
15
Investor Relations Associate Resume Examples & Samples
- 2+ years of experience in the Financial Services industry experience
- Bachelor's Degree in Accounting, Finance, and/or Operations
- Familiarity with Investment Management products and Sales and Servicing practices
- Strong understanding of the Asset Management business
- Microsoft Office/Suite proficient (Excel and PowerPoint)
- Strong background in Hedge Fund and Asset Management processes and transactions
16
Junior Investor Relations Associate Resume Examples & Samples
- Solid client facing and business development background
- Microsoft Excel and PowerPoint proficient
- Great interpersonal sills
17
Investor Relations Associate Resume Examples & Samples
- 5 years of experience in financial services with at least 3 years of experience within investor relations at a private equity firm
- Strong quantitative skills
- Ability to gain deep product knowledge of various private equity strategies quickly
18
Investor Relations Associate Resume Examples & Samples
- 2-5 years of work experience in an investor relations or marketing role with an adviser or manager of alternative investment strategies
- Basic knowledge of institutional alternative fund products and how these vehicles are structured
- Experience interfacing with an institutional client base
- Proficiency with computer platforms and applications including Word, PowerPoint, Excel, and Salesforce
- Adaptable with ability to manage multiple priorities and meet deadlines
- Keen attention to detail and highly organized
- Understanding of the credit/fixed income markets
19
Investor Relations Associate Resume Examples & Samples
- 5 years of experience in financial services
- 3+ years of experience within investor relations at a private equity firm
- Polished and professional
- Demonstrates initiative
20
Product Management & Investor Relations Associate Resume Examples & Samples
- 3+ years of relevant work experience
- Understanding of Real Estate and Private Equity
- Previous experience in an Investment Banking, Investment Management, or Asset Consulting environment
21
Investor Relations Associate Resume Examples & Samples
- Provide support for Financial Advisors and their teams whose clients own positions in illiquid Alternative Investments. This includes responding to a heavy volume of phone call, email, and other inquiries
- Build meaningful relationships with Financial Advisors and other stakeholders
- Work on special projects as needed
- 2+ years of Financial Services experience
- Demonstrated relationship building skills with stakeholders, peers, and external parties
- Knowledge of Alternative Investments, especially Hedge Funds is preferred
- BS / BA degree in Business, Finance or Economics
22
Investor Relations Associate Resume Examples & Samples
- Point of contact for Client Advisors and investors for fund related inquires
- Fulfilling requests and completing documentation related to AI Funds marketing, fund raising, subscriptions, capital calls, transfers, distributions and hedge fund redemptions – both investment manager and investor related
- Support function of coordinating and contributing to client communications pertaining to investment summaries
- Liaising with Alternative Investments team members and internal departments (including Legal, Compliance, Finance, Tax, Mailer Desk, IT) on day-to-day business
- Projects and initiatives to enhance and improve processes
- Team player with positive attitude and pro-active approach to work
- Ability to multi task, prioritize, work under pressure while managing tight deadlines
- Self-motivated individual with a high level of attention to detail, problem solver
- Strong interpersonal skills, and ability to build relationships and work with professionals around the organization
- Alternative asset funds knowledge is preferred
- Minimum of 5 years of financial services related experience
- Highly proficient in Microsoft Office (Word, PowerPoint and Excel)
23
Junior Investor Relations Associate Resume Examples & Samples
- Bachelor’s Degree or Higher
- Highly proficient in Microsoft Office, especially in PowerPoint and Excel
- Excellent organizational skills and interpersonal skills
- Ability to interface professionally with individuals throughout various departments in the firm
24
Investor Relations Associate Resume Examples & Samples
- Act as main contact for fund investors and managers via email and telephone correspondence
- Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements
- Communicate pending transactions to fund management as required
- Prepare and validate investor statements to fund accounting information
- Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions
- Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions
- Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms
- Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management
- Comply with department policies and procedures for processing of above activities
- Participate in system and process enhancement
- Perform other related duties as assigned by department management
25
Corporate Communications & Investor Relations Associate Resume Examples & Samples
- Coordination and development of materials for use by Corporate Communications and Investor Relations, including PowerPoint presentations, press releases, scripts, website content, company-wide emails, quarterly company newsletter, analyst report summaries, media relations content, case studies, white papers, executive bios, social media content and other materials
- Work with internal teams to develop key messages, outlines and initial drafts for Corporate Communications and Investor Relations materials
- Develop fresh story ideas, copy, edit, proofread, and revise communications
- Research media coverage and industry trends and compile media monitoring reports
- Oversee the planning, implementation, and tracking of specific Corporate Communications and Investor Relations projects
26
Investor Relations Associate Resume Examples & Samples
- Support function of coordinating and distributing client communications pertaining to investment summaries
- Providing audit support, maintaining meeting agendas, calendar maintenance and filing
- Comfortable with financial concepts
- Minimum of 5 years of experience
- Proficient in Microsoft Office (Word, PowerPoint and Excel)
27
Investor Relations Associate Resume Examples & Samples
- Demonstrated ability to manage multiple, parallel responsibilities
- High degree of organizational skills,
- Proactive with an ability to work independently
- Willingness to take initiative and work as part of a small team
- 1-2 years of experience in investment banking, accounting and/or investment management
- Knowledge of fixed income, commercial real estate, and/or investment management reporting
28
Investor Relations Associate Resume Examples & Samples
- Assist Investor Relations Specialist with client service, legal, operational and other noninvestment-related topics for US Core Fund
- Coordinate information from various Invesco offices around the globe to provide accurate and timely information to clients, prospects and consultants
- Maintain/manage client (and internal) expectations and coordinate deliverables timelines with staff
- Provide client and prospect support for US Core Fund including preparation of quarterly client and consultant questionnaires, preparation of due diligence requests and preparation of responses to any other ad hoc requests received
- Assist with distribution of client communications for US Core Fund (quarterly reports and client net asset value statements)
- Assist with RFPs/RFIs for US Core Fund
- Demonstrate strong knowledge of real estate funds and strategies
- Be familiar with fund governing documents, offering documents and side letters to ensure proper application of fund terms
- Assist with the investor onboarding process
- 4+ years of experience required
- Real estate experience preferred
- General investment/industry knowledge
- Excellent computer skills utilizing spreadsheet and word processing (Windows, MS Office: Word, Excel, and PowerPoint)
- Interpersonal skills necessary to communicate effectively with a variety of individuals including both internal and external contacts required
- Excellent organization and communication skills, both verbal and written
- Detail oriented
- Demonstrates a high level of professionalism
- Works well independently and can manage time under tight deadlines
29
CIB Operations Investor Relations Associate Resume Examples & Samples
- Serve as the main contact for a portfolio of clients and their investors; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve queries timely and accurately
- Build relationships with clients, investors, other AIS teams, third parties, as well as with other business groups across the wider JPMorgan organisation
- Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/ changes
- Take on and complete ad-hoc reporting as necessary such as the preparation of board reports, system extracts, audit requests, etc
- Review the transactional workflow including maker/checker activities for investor transactions and resolve any outstanding documentation, including KYC/AML documents
- Follow JPMorgan's established processes and procedures
- Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundant processes, create efficiencies and mitigate risk
- Engage in projects within your team and the IR department including, but not limited to, client on-boardings, system testing, etc
- Ability to collaborate and solve problems that involve multiple stakeholders
30
Investor Relations Associate Resume Examples & Samples
- Provides on-going information to executive/management team regarding investor feedback, perceptions and opinions, competitive intelligence from equity research positions and summaries, relative stock price movements, and periodic ownership analysis
- Collaborate with Finance, Communication and Legal teams in crafting the company’s messaging for the financial community including earnings calls, investor presentations at conferences, non-deal roadshows, etc
- Bachelor’s Degree in Finance, Accounting, Economics, or other relevant field
- 2-6 years of relevant experience with financial modeling (e.g. investment banking and/or private equity)
- Strong financial and analytical skills with ability to interpret information and financial concepts for the investment community and management and apply them in business analysis situations
31
Investor Relations Associate Resume Examples & Samples
- Provide client and prospect support for assigned strategies, including preparation of client and consultant reporting and questionnaires, preparation of due diligence requests, and preparation of responses to any other ad hoc requests received
- Coordinate information from various Invesco offices around the globe to provide accurate and timely information to clients, prospects, and consultants
- Assist with preparation of related materials for client and prospect meetings, roadshows and conferences, including detailed market and portfolio data
- Assist with market and portfolio research and analysis related to client requests and reporting
- Prepare RFPs/RFIs including coordinating with other Invesco departments (IVZ RFP team, Real Estate Securities Investment Team, Compliance, Legal) in a timely manner to ensure all responses are complete and accurate
- Finance background or working knowledge of public equity investments
- Advanced computer skills utilizing spreadsheet and word processing (Windows, MS Office: Word, Excel, and PowerPoint)
- Strong quantitative skills and detail oriented
32
Investor Relations Associate Resume Examples & Samples
- Demonstrated ability to read, write, and communicate effectively and persuasively to prepare and explain data to team members and clients
- Minimum 3 years (4-6 years preferred) experience in an investor relations/portfolio management role with an adviser or manager of alternative investment strategies (such as real estate, private equity, or hedge funds) or comparable investment banking prior experience
- Demonstrated fundamental knowledge of institutional private fund products and how these vehicles are structured; experience in perpetual life vehicles highly desirable
- Excellent analytical and quantitative skills with strong attention to detail as well as quality of deliverables
- Demonstrated experience interfacing with an institutional client base
- Must have a keen understanding of technology best practices specific to the Investor Relations/Reporting role
- Mastery of key investment metrics (IRR, equity multiple, etc.)
- Ability to work on multiple projects at one time
- Strong project management skills with the ability to prioritize and work on multiple projects simultaneously
- Must have a results-driven work ethic with ability to manage multiple priorities and meet deadlines
33
Investor Relations Associate Resume Examples & Samples
- Five years of commercial real estate experience, with specific experience in real estate investor relations/recruitment
- An MBA or Masters in Real Estate is preferred, but not required
- Effective communications skills (written and verbal)
- Good sales skills
- Abilities to organize, solve problems and collaborate effectively
