Investor Relation Officer - Financial Services

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