Investor and Consultant Relations Associate
We are currently seeking candidates for an Investor and Consultant Relations Associate opportunity with a highly successful Investment Management firm located in Boston, MA. The Investor and Consultant Relations Associate will work closely with internal teams, and will be responsible for ensuring strong communication and relations with consultants and investors. The ideal candidate will have 4-6+ years of experience in consultant relations, investor relations, and investment communication within the investment management industry.
Location: Boston, MA
Work-Model: Hybrid (on-site 3 days and remote 2 days/week)
Compensation: $90,000-$115,000 (depending on experience)
Responsibilities:
- Work closely with investment consultants and internal teams, serving as a key contact for consultant and investor relations.
- Support business development activities, overseeing due diligence processes and researching new consultant relationships.
- Manage external communication with consultants and investors. Communication includes, but is not limited to, quarterly updates, fund launch materials, marketing events, etc.
- Coordinate responses to RFP, RFIs, DDQs, and ad hoc requests.
- Partner with internal teams to optimize fundraising efforts and systems.
- Prepare presentation materials and agendas, and coordinate strategy due diligence sessions.
- Manage and prioritize consultant meetings and relationships.
- Participate in weekly meetings, provide market updates, and share insight into consultant coverage and engagement.
- Work with internal teams to enhance and optimize campaigns, client reporting, and activity tracking.
- Develop and improve CRM reporting to ensure comprehensive coverage of consultant relationships.
- Integrate data intelligence and news from external databases into Salesforce.
- Update and maintain detailed records in Salesforce (includes updates related to consultant relations, key contacts, and firm news).
Qualifications:
- Bachelor’s degree in finance, economics, marketing, or related field
- 4-6+ years of experience in consultant relations, investor relations, and/or investment communication and marketing
- Strong experience with RFPs, RFIs, and DDQs
- Excellent communication (written and verbal) and interpersonal skills
- Proficiency in Microsoft Office Suite (Word, PPT, Excel, Outlook, Teams)
- Previous experience utilizing Salesforce, Preqin, and eVestment (preferred)
- Ability to work collaboratively and independently
- Proven ability to manage deadlines, prioritize, and deliver high-quality results
- Detail-oriented, highly organized, and self-motivated
For immediate consideration, interested and qualified candidates should send their resume to Jenny at [email protected].
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