What are the responsibilities and job description for the Investor Relations Analyst position at Kai Volatility Advisors?
About Us
Kai Volatility Advisors LLC is an NFA-registered Commodity Trading Advisor (CTA) offering innovative volatility exposure strategies for commodity pools, family offices, RIAs, and high-net-worth investors. We advise 4 specialized funds designed to capitalize on diverse volatility opportunities.
Kai Wealth LLC is an SEC-registered Registered Investment Advisor (RIA) offering investment management services tailored to the unique investment objectives of each qualified client.
Both firms (collectively “Kai”) were founded by Cem Karsan who has over two decades of experience successfully building industry-leading derivatives businesses.
Overview
Kai is looking for a high-energy, versatile Investor Relations Associate to support both businesses and drive the firm’s investor outreach and client relationship management. This role is designed for a multi-talented utility player—someone who is resourceful, adaptable, and capable of seamlessly switching between diverse responsibilities. The Investor Relations Associate will play a key role in coordinating online events, investor meetings, and preparing and delivering meeting collateral sourced from various team members.
In this fast-paced position, success requires a detail-oriented, highly organized individual with a “jack of all trades” mentality. The ideal candidate can handle a mix of tasks, from managing executive schedules and coordinating travel to overseeing client relationships and handling essential office logistics. Persistence, adaptability, and a commitment to thorough follow-through are essential.
Responsibilities
- Executive Support: Provide comprehensive administrative support to the CIO & Sr. Managing Partner, Head of Investor Relations, and Head of Marketing.
- Calendar & Schedule Management: Manage complex and busy calendars, scheduling and coordinating meetings, interviews, and agendas to optimize CIO’s time and priorities.
- Client Relationship Management: Oversee client interactions, manage current client relationships, and process inbound leads, guiding them through the sales pipeline.
- Meeting Preparation & Collateral: Prepare and manage meeting materials, including due diligence research on clients, creating presentations, and compiling post-meeting notes for follow-up.
- Follow-Up Communications: Draft and send timely follow-up messages after client and investor meetings to maintain and strengthen relationships.
- Office Maintenance: Manage general office upkeep, including ordering supplies, snacks, and other essentials as needed to maintain a productive work environment.
- Sales & Marketing Operations: Utilize and manage sales and marketing workflows through Monday.com and HubSpot, ensuring streamlined operations and accurate data tracking.
- Travel Coordination: Arrange travel and maintain detailed itineraries, ensuring smooth logistics.
- Highly Organized Personality: A structured, detail-oriented, Type-A personality is preferred for success in this fast-paced role.
- Multi-talented Utility Player: The ideal candidate will be resourceful and adaptable, capable of handling diverse tasks and switching seamlessly between responsibilities as needs arise.
- Educational Background: Bachelor's Degree in Business, Finance, Public Relations, Communications, Marketing, or Sales Management is preferred.
- Licensing Requirements: Series 3 and Series 65 licenses are a plus.
- Relevant Experience: 2-4 years of experience, preferably within an investment, asset management, or financial services firm.
- Tech & Platform Proficiency: Proficiency with HubSpot (or Salesforce), Monday.com (or similar project management software), and MS Office Suite (Word, Excel, and PowerPoint) is essential.
- Meeting & Webinar Platform Experience: Comfort and experience in conducting and setting up online meetings and webinars through MS Teams, Zoom, and Google Meet.
- Adaptability & Learning Agility: Ability to learn quickly, think critically, and adapt to a fast-changing environment.
- Effective Communication Skills: Strong verbal and written communication skills, with the ability to engage effectively across all levels of the organization.
Kai Volatility Advisors offers a comprehensive benefits package including health care, paid time off, and fully stocked kitchen. We are an equal opportunity employer with a strong commitment to diversity, equity, and including. Women, minorities, veterans, members of the LGBTQIA community, and individuals with disabilities are strongly encouraged to apply.