Investor Relations Manager
We are looking for an Investor Relations Manager to join our dynamic team in Dallas, Texas. In this role, you will play a pivotal part in building and maintaining strong connections with institutional clients and stakeholders, while ensuring clear and effective communication about fund strategies and performance. The ideal candidate will possess a deep understanding of investment products and financial metrics, coupled with excellent communication and organizational skills.
Responsibilities :
- Cultivate and nurture relationships with institutional investors, consultants, and key stakeholders to foster long-term partnerships.
- Organize and manage investor meetings, calls, and events, delivering a meticulous and engaging experience.
- Address investor inquiries promptly and accurately, providing insightful and comprehensive responses.
- Gain expertise in the firm's fund strategies, performance indicators, and portfolio positioning to effectively communicate with stakeholders.
- Analyze and interpret fund performance metrics, risk factors, and financial statements for investor presentations.
- Collaborate with marketing, portfolio management, and investment teams to remain informed on market trends and fund developments.
- Draft and distribute investor communications, including monthly or quarterly updates, reports, presentations, and ad hoc notices.
- Support the creation of marketing materials and due diligence questionnaires, ensuring precision and consistency.
- Coordinate with compliance, legal, operations, and finance teams to facilitate investor onboarding and ongoing service needs.
- Partner with the Investment Team to assist in fundraising initiatives and enhance investor engagement strategies.
Requirements :
Proven experience in investor relations or a related field within the investment management industry.Strong understanding of financial statements, risk metrics, and fund performance drivers.Exceptional communication and interpersonal skills to effectively engage with institutional clients and stakeholders.Proficiency in preparing investor-facing materials, including reports and presentations.Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.Expertise in month-end close processes, general ledger management, and account reconciliations.Familiarity with journal entries and financial statement audits.Collaborative mindset with the ability to work across teams, including compliance, legal, and portfolio management.