Investor Relations Assistant
Investor Relations Assistant
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Job Description
Job Description
INVESTOR RELATIONS ASSISTANT (BOUTIQUE ASSET MANAGEMENT FIRM)
- Location: London UK
- Salary: 35000 gross p.a. Bonus Comprehensive Benefits
- Contract Type: Fulltime Permanent 4 days inoffice 1 day remote)
Role Overview:
Chace People is seeking a highly motivated and detailoriented professional to join our clients growing team. This is a brilliant opportunity for someone with a strong background in customer service luxury hospitality concierge or as a PA who is excited to enter the world of finance and work within a small entrepreneurial team.
You will be the first point of contact for our valued clients providing exceptional service and support. This role offers an excellent opportunity to learn about the asset management industry and contribute to the success of a dynamic and reputable firm and is perfect for someone looking to grow their career in a boutique highperformance environment
Responsibilities:
Client Relationship Management:
- Serve as the primary point of contact for clients responding promptly to enquiries via phone email and in person.
- Process client requests for account statements documentation and other information with accuracy and efficiency using different systems.
- Maintain accurate and uptodate client records within our CRM system (e.g. Pipedrive).
- Act as a point of contact for public relation enquiries.
Investor Onboarding and Reporting:
- Coordinate the onboarding process for new investors ensuring compliance with KYC/AML regulations.
- Liaise with the fund administrator to facilitate account setup and documentation.
- Preparation monthly and annual investor reports.
Administrative and Event Coordination:
- Schedule and coordinate investor meetings and other events (including live quarterly meetings and the annual general meeting) managing all logistics.
- Prepare meeting agendas presentations and supporting materials.
- Liaise and work with all thirdparty providers
- Maintain and update all external fund databases.
Marketing and Communications:
- Responsible for the creation and distribution of marketing materials including pitch decks fact sheets quarterly letters sales aids press releases and presentations.
- Assist in the creation of DDQs and RFPs.
- Maintain and update the company website and social media channels ensuring consistent brand messaging and regulatory compliance.
- Maintain data room.
Qualifications:
- 23 years of administrative experience in a professional services environment (financial services experience not required).
- Client facing experience in any industry is a plus.
- Proven administrative and organizational skills.
- Excellent written and verbal communication skills.
- Strong attention to detail and ability to maintain confidentiality.
- Proficiency in Microsoft Office Suite
- Experience with CRM systems is preferred
- A desire to learn about the asset management industry.
- Ability to work independently without supervision and as part of a team.
- Responsibility integrity and professionalism.
Pay & Benefits:
- Fulltime position 4 days inoffice 1 day remote).
- Salary: 35000 per annum discretionary bonus.
- Comprehensive benefits package:
- Life insurance.
- Critical illness cover.
- Income protection.
- Professional development opportunities.
Employment Type
Full-Time
