
Investor Relations Manager
2 weeks ago
- Investor & Partner Relationship Management
- Own day-to-day relationships with HNIs, family offices, IFAs/wealth managers, and institutional partners.
- Act as primary escalation point for important investor queries, tax/statement clarifications, and service issues.
- Maintain and grow engagement through regular touchpoints, quarterly calls, roadshows, and curated events.
- Investor Communications & Reporting
- Produce and distribute quarterly investor packs, NAV briefs, fund factsheets, performance dashboards, and tax statements.
- Draft and manage timely, high-quality email communications, in-app notifications, webinar content, and investor newsletters.
- Curate and maintain the investor portal / data-room content and FAQs.
- Fundraising & Business Development Support
- Support fundraising with RFP/DDQ responses, pitch materials, track-record packs, and tailored investor decks.
- Coordinate investor meetings, demo calls, and roadshows; assemble deal-specific info for prospective investors.
- Track pipeline, investor commitments, and conversion analytics; surface insights to Growth/Leadership.
- Partner Enablement & Training
- Onboard and enable wealth-manager partners with playbooks, sales collateral, product training, and Quick Reference Guides.
- Run partner webinars, certification drives, and campaign enablement with the Growth team.
- Monitor partner performance, share feedback, and support remediation/improvement plans.
- Process, Compliance & Escalations
- Work closely with Ops, Compliance, Legal, and Product to ensure investor onboarding, KYC/CKYC, FATCA/CRS, and side-letter obligations are met.
- Own investor escalation workflows, SLA management, and root-cause analysis for recurring issues.
- Maintain audit-ready investor records and support regulatory reporting needs.
- Events & Community
- Plan and execute investor events: AMAs, webinars, roundtables, and city roadshows.
- Build thought-leadership initiatives (reports, POVs) to strengthen brand among investor communities.
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