Investor Relations Diligence Analyst or Associate
- Completing RFPs, RFIs and updating DDQs
- Maintaining investor information requests
- Maintaining consultant and performance databases
- Bachelor's Degree from a reputable institution
- 2-4 years of experience in asset management, consulting or financial services' related marketing
- Strong interpersonal skills and ability to interact with senior members in the firm
- Strong analytical skills
- Ability to understand and organize large amounts of data
- Time management
- Strong Excel and PowerPoint skills
- VLOOKUP, pivot tables, etc.
- Series 7 and 63 must be completed in the first 90 days of employment
- Expected Annual Base Salary $75,000 - $100,000
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.