Xpheno | Investor Relations Associate | mumbai

1 week ago

mumbai, India Xpheno Full time

Primary responsibilities:

The Associate will work in the European Credit group and support Product Specialists in providing information and expertise on firm strategies and funds to clients. The Associate will assist in building client materials and various prospects/marketing materials, updating market and fund specific data within existing materials on a monthly, quarterly or ad hoc basis. The Associate will also be responsible for tailoring materials to reflect market environment to meet needs of various users.

Interface and develop strong working relationships with all internal subject matter experts of the Firm (portfolio management, business development, operations, legal, compliance and human resources)

Build and “own” client materials and various prospect/marketing materials, updating market and fund specific data within existing materials on a quarterly or ad-hoc basis

Produce quarterly portfolio reports and letters for investors, working with Finance and Portfolio Management teams to collate relevant data

Drive process for creating responses to investor questionnaires, due diligence, and ad-hoc requests for existing and potential clients

Maintain quantitative and qualitative key metrics on competitors

Help to identify areas of risk and pro‐actively propose innovative business solutions required to increase the efficiency of information flow and communication channels between different areas of the business

Take on ad-hoc projects and support all other teammates with their work as needed

Create and edit marketing investor materials for co‐investment and funds

Education: CA / MBA / CFA

Experience Required: 5 - 7 years of experience working on a investor relations or product specialist role OR alternatively someone with a background in credit looking to make a move into a marketing focused role in direct lending.

General Requirements

Detail oriented

Experience with asset management systems or other relational databases

Experience at a regional, national, or global financial services firm

Self-starter, exceptional communication and organizational skills necessary

Ability to work independently as well as with “the team”

Excellent oral and written communication skills and computer literacy

Knowledge of Microsoft Windows, Word, Excel, Outlook

Reporting Relationships

Vice President, Credit IR

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