Description

Responsibilities

Investor Relations Associate

Provide ad hoc support to the Senior Sales Professional covering Asia, assisting in the preparation of analyses for clients and prospects related to our offerings, which include customized portfolio solutions, company assets, product performance and risk characteristics

Develop firm, product, and industry knowledge to support cross-functional areas of the Investor Relations team, including sales, marketing, client service, and operational efforts

Assist in preparing analytics, presentations, client materials, RFPs, and DDQs

Assist with various fund administration deliverables like investor flows reporting

Update and distribute routine deliverables for client reporting such as performance and risk reporting, factsheets, pitchbooks, and other marketing materials

Update and maintain data across various internal databases, including CRM updates and maintenance

Support marketing strategies, campaigns, material distribution, and prospecting

Assist with the coordination of investor meetings, conferences, and events

Assist with ad hoc client requests and serve as point of contact for investor inquiries and requests, including phone and email inquiries