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Investment Relations Specialist
2 weeks ago
This role involves working closely with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products.
Key Responsibilities- Develop and manage relationships with current and potential investors to gauge their interest in fixed income investments.
- Create investor materials, host webinars, and organize investor events to promote our products.
- Collaborate with product teams to design tailored solutions for specific client situations.
- Evaluate client credit profiles to propose customized deals and close transactions.
To excel in this role, you will need a deep understanding of family office requirements and debt product offerings. A minimum of 3-8 years of experience in wealth management is preferred.
We are looking for a detail-oriented professional who can ensure accurate data capture and upload into relevant reporting systems. Experience with custom internal reporting is also desirable.
Able to work independently and as part of a team, you will be responsible for onboarding new corporates and family offices while maintaining existing relationships.
