Investor Relation Officer - Financial Services
Job Description:
Roles & Responsibilities:
PRINCIPAL ACCOUNTABILITIES:- Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform.
- Prioritize and respond to a high volume of advisor inquiries across multiple channels (email, phone, instant messenger)
- Leverage knowledge about our investments solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary
- Work with senior team members to develop and help drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business
- Oversee quality control checks to ensure data integrity and accuracy for content created by the team
- Assist in developing and updating presentations and marketing materials for clients and internal meetings
- Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.
- Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.) Work on time-sensitive ad-hoc analysis and projects
INTERACTIONS:Internal Clients:- Roles you need to interact with inside the organization to enable success in your day to day work
- Internal teams like Investment Operations, Investments, Sales, Compliance & Risk, CEO Office etc.
External Clients:
- Roles you need to interact with outside the organization to enable success in your day to day work
- Investors & RIAs
- Distributors - All Type of ARN Holders
- RTA Team & KRAs
- Bank & Payment Aggregators
- Depository Participants & Exchanges
- Govt Authorities - IT, FIU, TRIA, etc
SKILLS AND KNOWLEDGE:
a) Qualifications and Work Experience:- 8+ years of work experience in wealth management, financial services, or a related field.
- CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space.
- Good knowledge of and genuine interest in financial markets and investments products.
- Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF.
- Team oversight experience is a plus.
b) Behavioral skills:- People's person with excellent communication skills and responsiveness
- Orientation to servicing and managing stakeholders
- Self-starter and high energy levels
- Positive and enthusiastic
- Strong professional credibility, integrity
- Resourceful
- Managing conflicts
- Good listening skills - Will challenge constructively and respond well to feedback
- Ability to deal with ambiguity