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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investor relations, including managing investor correspondence, processing capital calls, and utilizing advanced Excel and Word functionalities. Proficient in AML/KYC services and familiar with investor portals and CRM software, ensuring effective communication and organizational skills.
Highest-signal resume keywords
Investor Relations ManagementAdvanced Excel ProficiencyAML/KYC ServicesInvestor Portal ExperienceStrong Organizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ExcelWordMail MergeVLOOKUPSUMIFIF/THENReporting ServicesSubscription Document ReviewInvestor Activity ReportingData Management
Soft Skills
Verbal CommunicationWritten CommunicationAttention to DetailAnalytical SkillsProblem-Solving
Tools & Technologies
ViewPointInvestranIntralinksEfrontCRM Software
Industry Keywords
AMLKYCPartnershipsPrivate EquityReal EstateHedge Funds
About the role
Key responsibilities & impact- Interact with clients and their investors
- Prepare investor correspondence using Word mail merge, Excel, and Reporting Services reports
- Post information to the investor website portal
- Process and report investor activity, including capital calls, distributions, and redemptions
- Distribute correspondence to investors and potential investors by email
- Monitor client email accounts and respond to investor inquiries
- Manage multiple portals and databases, including ViewPoint, Investran, Intralinks, and Efront
- Complete subscription document review and AML/KYC services
- Help update internal policies and procedures
- Track multiple deliverables, deadlines, and follow-ups
- Set up and/or review new investors, users, and updates in ViewPoint
- Submit and review uploads for one-off client requests and needs
- Review subscription and transfer checklists
- Provide effective feedback and open project updates
- Oversee associate team members
- Assist with training new staff
- Complete internal responsibilities such as status reports and time tracking
Requirements
What you’ll need- 3-5 years of experience
- Business degree or equivalent experience
- Excellent verbal and written communication skills
- Attention to detail
- Advanced Excel and Word proficiency, including VLOOKUP, SUMIF, IF/THEN, named ranges, and mail merge
- AML/KYC background preferred
- Knowledge of IR systems and CRM software
- Experience with Investor Portals such as Intralinks and Efront preferred, but not required
- Strong organizational skills and ability to multitask
- Adaptability to new and changing technologies
- Excellent analytical and problem-solving skills
- Knowledge of Partnerships, Private Equity, Real Estate, or Hedge Funds
- Ability to work Monday to Friday, 9 am to 6 pm Eastern Time
Benefits
Comp & perks- Annual success-sharing bonuses or commission plans based on individual performance
- Annual leave
- Tuition reimbursement
- Referral bonuses
- Competitive and comprehensive benefits package
- Hybrid or remote work schedules as business needs allow, subject to local regulations
- Support and resources for colleagues with disabilities