Investor Relations - Assistant/Coordinator Investor Relations - Assistant/Coordinator …

Eximius Finance
in London, United Kingdom
Permanent, Full time
Last application, 22 Oct 21
50000-60000
Eximius Finance
in London, United Kingdom
Permanent, Full time
Last application, 22 Oct 21
50000-60000
Posted by:
Matt Rowe • Recruiter
Posted by:
Matt Rowe
Recruiter
Our client a Mayfair based fund/asset manager currently have a support opening within there Investor Relations Team. The role will support the IR Team mainly within an administrative/coordination capacity.

Investor Relations Coordinator

  • Primary responsibility for the maintenance and build-out of the CRM system (DealCloud), such as
    • Companies, contacts
    • Meetings, calls + associated notes
    • Investor pipeline management (prospects for funds in the market)
    • Logging email communications
    • Running reports out of the system to address internal and external requests
  • Various IR Ops responsibilities
    • Dataroom access
    • Audit confirms
    • ERISA-related
    • Liaising with administrators (contact updates, transfers, KYC, tax reporting, etc)
  • Ongoing investor requests
    • Ongoing monthly/quarterly/annual requests

 

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