What are the responsibilities and job description for the Investor Relations Operations Professional position at Northbound Executive Search?
A top alternative asset manager is looking to add to its growing team:
- Manage and monitor the investor relations team inbox, responding to internal and external inquiries in a timely and professional manner
- Coordinate, complete, and track investor due diligence questionnaires and RFPs, meeting deadlines and escalating risks or issues as appropriate
- Synthesize and organize financial, performance, and operational data at the fund, investor, and investment levels, in partnership with fund accounting
- Prepare, update, and maintain investor-facing materials, including pitch decks, annual meeting presentations, tear sheets, and investor communications
- Collaborate cross-functionally with accounting, valuations, compliance, legal, investment teams, external administrators, and sales to fulfill data and reporting requests
- Leverage and maintain centralized data across systems such as DealCloud, RFPIO, Tableau, Excel, and proprietary platforms
- Ensure accuracy, consistency, and quality of information shared with investors and prospective investors
- Identify and support improvements to processes, data quality, reporting workflows, and technology to increase efficiency and scalability
- Document processes and contribute to ongoing operational and automation initiatives within investor relations