Senior Associate – Investor Relations

3 weeks ago


Mumbai, Maharashtra, India Qode Full time
Job Title: Senior Associate – Investor Relations

Experience: 3- 6 years

Location : Lower Parel, Mumbai

Salary : 15LPA -20 LPA

About Qode

Qode Advisors LLP is a SEBI-registered asset management firm offering Portfolio Management Services (PMS) to high-net-worth individuals and families. Since 2016, we have combined quantitative models with deep fundamental insights to deliver consistent, long-term returns. Backed by a 30-member high-performing team, Qode is built on research, discipline, and strong investor alignment.

Role Overview

We are seeking a Senior Associate – Investor Relations (3–6 years) to drive client acquisition and strengthen investor relationships. The role involves building new connections with HNIs, family offices, and institutions, while ensuring existing clients receive consistent updates, reports, and high-quality service.

Key Responsibilities

- Manage client communications, investor queries, and portfolio updates.
- Prepare and deliver investor reports, presentations, and newsletters (PowerPoint/Canva).
- Support client acquisition efforts through pitches, meetings, and campaigns.
- Maintain CRM systems for accurate lead and client tracking.
- Coordinate with PR/branding agencies and support events, conferences, and networking.
- Research competitor trends, partnerships, and market opportunities.
- Collaborate with internal teams to ensure accurate and timely investor communication.

Requirements

- Bachelor's degree (MBA/Finance preferred).
- 3–6 years' experience in Investor Relations, Financial Services.
- Strong communication, presentation, and relationship management skills.
- Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM tools.
- Knowledge of financial markets and investment products is an advantage.

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