Investor Relations Client Services Associate

4 days ago

Mumbai, Maharashtra, India Davidson Kempner Full time ₹ 8,00,000 - ₹ 12,00,000 per year
Position Summary

We are seeking an innovative, collaborative, and detail-oriented Investor Relations Associate to support both our Client Services and Product Management functions. This role is ideal for someone who thrives in a dynamic, high-volume environment and is passionate about delivering exceptional service and operational excellence

Key Responsibilities

Product Management:

  • Assist in the creation of product marketing content (i.e. pitchbooks, monthly reporting, etc.)
  • Own the diligence process for a specific fund including basic client inquiries to request for proposals
  • Collaborate with team members across the firm to guide the production of monthly and quarterly materials such as credit sheets, portfolio exposures, investor breakdowns, and quarterly letters.

Client Services & Product Management:

  • Coordinate with our fund administrator, to manage audit confirmations, capital activity, financial statements, and investor profiles.
  • Maintain and reconcile monthly reporting including balances, transactions, statements, and transparency reports.
  • Serve as the primary contact for Citco postings including investor letters and marketing materials.
  • Manage contact updates, sub docs, offering materials, and compliance-related reporting (KYC, ERISA).
  • Ensure timely and accurate distribution of RORs, estimates, and monitoring reports.
  • Maintain organized client folders and ensure all relevant documentation is saved and accessible.
Required Skills & Qualifications
  • Advanced Excel and PowerPoint; working knowledge of Salesforce, Backstop, working with an administrator (Citco), Atlas, Intralinks, and Seismic.
  • 2–4 years' experience in investor relations, client services, or financial operations preferred.
  • Strong written and verbal communication skills.
  • Exceptional attention to detail and ability to manage high-volume workflows.
  • Collaborative mindset with ability to work cross-functionally.
  • Comfortable in a dynamic, fast-paced environment.
  • The ideal candidate will be highly proficient in Excel, PowerPoint, Salesforce, and comfortable navigating systems such as Responsive, Seismic. Atlas and Intralinks.
  • Ideal candidate should have experience with a fund administrator and interacting with clients.
Preferred Qualifications
  • Experience in private equity, hedge funds, or alternative investments.
  • Familiarity with compliance and regulatory reporting (e.g., KYC, ERISA).
  • Prior involvement in investor events or marketing content creation.

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