Role Summary:
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* The Investor Relations Specialist plays a crucial role in building and maintaining relationships with investors, ensuring timely communication of fund performance.
* They are responsible for managing investor records, including bank accounts for assigned funds.
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Key Responsibilities:
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1. Review subscription agreements and follow up with investors on missing documentation.
2. Maintain accurate electronic and physical investor records.
3. Prepare and review daily and weekly performance releases to stakeholders.
4. Produce investor statements and correspondence.
5. Support various projects as assigned.
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Requirements:
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* Post-secondary education with 1-3 years of experience in Client Services.
* Excellent MS Office suite skills, particularly in Excel.
* Knowledge of the fund industry and concepts is advantageous.
* Experience in Investor Relations within a transfer agency environment is preferred.