Investor Relations - Associate
HybridToronto, Ontario, Canada
Job Summary
Deliver ongoing client support and facilitate account maintenance updates across internal groups and external administrators, ensuring communication, reporting, and funds are accurately distributed. Collaborate with the Technology team to optimize the user experience through enhancements to the company's proprietary technology platform. Assist financial advisors and wealth managers with onboarding, including website registration and the submission and remediation of client subscriptions, redemptions, and transfers. Provide dedicated coverage of client accounts and support high-profile fund managers in fundraising efforts by managing fund closings. Work closely with the fund administrator to ensure timely and accurate capital activity and account maintenance processing. Monday-Thursday in-office with remote flexibility on Friday.
Required Qualifications
- Bachelor's degree
- 2-5 years of experience in financial services
- experience in a client service or investor relations role
- exposure to alternative investments in Canada
- Excellent organizational skills
- attention to detail
- Strong interpersonal, written, and verbal communication skills
- Able to meet deadlines
- work effectively under pressure
- Proven ability to multi-task
- work independently
- work as a team player
- Proficient computer skills
- Microsoft Office applications (Word, PowerPoint, Excel)
Desired Qualifications
- Knowledge of Fundserv
- Knowledge of Canadian Fund Structures
- Knowledge of Account types
- Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions)
- Fluency in French
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