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Investor Relations Manager

Investor Relations Manager

Dallas StaffingDallas, TX, US
1 day ago
Job type
  • Full-time
Job description

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.
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    Manager • Dallas, TX, US