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Investor Services Associate
Caxton Associates. Maintain strong relationships with fund administrators and investors .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and relationship management skills with fund administrators and investors, alongside a solid foundation in fund accounting and finance. Proficient in preparing investor reporting and marketing materials while maintaining high ethical standards.
Highest-signal resume keywords
Fund Accounting ExperienceInvestor Relations ManagementMicrosoft Excel ProficiencyStrong Communication SkillsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fund AccountingFinanceOperationsInvestor ReportingMarketing Material Preparation
Soft Skills
Methodical ApproachProactive AttitudeResult-OrientedAbility to Work Under PressureCreative Problem Solving
Tools & Technologies
Microsoft OfficePowerPoint
Certifications & Qualifications
IMCACA
Industry Keywords
Investor RelationsFund AdministrationCross-Department CollaborationComplianceTreasury
About the role
Key responsibilities & impact- Maintain strong relationships with fund administrators and investors
- Manage and communicate investor and fund administrator queries
- Work with internal teams on regular reporting and preparation of marketing materials
- Support ad-hoc investor relations requests
- Update and maintain investor reporting and marketing materials
- Prepare for investor meetings
- Contribute to other investor relations projects
- Collaborate cross-departmentally with treasury, accounting, compliance, legal, and operations
Requirements
What you’ll need- 2-4 years’ experience in fund accounting, operations and/or finance
- Strong methodical and communication skills and the ability to communicate with fund administrators and investors
- Creative, hardworking, proactive, motivated self-starter, result-oriented individual
- Strong attention to detail
- Ability to work in a fast-paced environment and handle multiple tasks, with the ability to work under pressure
- Strong academic track record
- IMC or ACA would be an advantage
- Proven ability to work with client-facing teams and directly with investors
- Strong knowledge of Microsoft Office, particularly Excel and PowerPoint
- Operates to the highest degree of ethics and integrity