Investor Relations Operations Associate
About:
A leading global investment firm is seeking an Investor Relations Operations Analyst to join its Capital Markets team. This role offers the opportunity to work in a fast-paced, collaborative environment supporting a wide range of internal and external stakeholders. The ideal candidate will have 1-2 years in a client facing role within an investment manager or financial services firm. This is a hybrid work model in Boston.
Key Responsibilities:
- Serve as a liaison between investor relations, legal, compliance, finance, and external administrators to ensure seamless client servicing.
- Lead and coordinate capital call and distribution processes.
- Manage high-volume communications and ensure timely delivery of client reporting.
- Maintain investor account data and CRM records (Salesforce).
- Support onboarding and ongoing account management with precision and professionalism.
Ideal Candidate Profile:
- 1-2 years of experience in a client-facing role within investment management or financial services.
- Detail-oriented with strong organizational and project management skills.
- Excellent communication and interpersonal abilities.
- Proficient in Microsoft Office; Salesforce experience preferred.
- Ability to multitask and shift priorities with changing demands or deadlines
This is a great opportunity to join a high-performing team at a firm known for its entrepreneurial culture, global reach, and commitment to excellence.
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