Role details

Associate Director of Investor Relations

San Francisco   •  Permanent

Bullet points

  • Must have interest or experience in sustainability
  • 30% Travel, some international travel as well

About Our Client

This company is a real assests investment manager offering leading edge strategies in forestry, land, management, and conservation.

Job Description

  •  Identify and evaluate potential institutional clients through the development of a high quality marketing strategy
  •  Grow brand and product awareness of the company in the United States market, including direct marketing of US products and funds to new and existing clients; sharing of marketing responsibilities in other jurisdictions (e.g. Europe) will also be required
  •  Establish, engage with, and maintain key relationships with all of the company's clients to support a high quality, service‐oriented investor relations program
  •  Work closely with leadership team, Investor Services group, and investment teams to ensure the US marketing program delivers on company business plan
  •  Manage client information, reporting, and marketing processes
  •  Travel within the United States and internationally as required

The Successful Applicant

  • 5‐10 years of experience in wholesale product marketing and client relationship management. We have a preference for candidates who have experience working with institutional investors.
  • Experience working in alternative assets (e.g. timber, agriculture, infrastructure, real estate, private equity) would be beneficial.
  •  Direct client experience is essential to this role. Must have a demonstrated capacity for maturity and confidence in managing wholesale clients and business relationships in the financial services sector. Experience contributing to raising funds and/or managing marketing campaigns, including development of marketing materials and offering documents as well as experience working with fund partnership agreements and negotiating terms and agreements.
  •  Excellent written and verbal communication including presenting and storytelling ability. Must have the ability to learn and process large amounts of information quickly.
  •  A demonstrated and knowledgeable interest in sustainability and responsible investment.
  •  Attention to detail in writing and presentations.
  •  A demonstrated understanding of modern portfolio theory and institutional investors' approach to portfolio management and allocation.
  •  Must be a team player and work well under pressure and deadlines.
  •  Excellent organisational skills related to time management and project management
  •  Minimum Bachelor's degree in business, economics, finance, liberal arts, or equivalent preferred.
  • A high degree of proficiency in Microsoft Office (Word, Powerpoint, and Excel).

What's on Offer

Very competitive salary with expenses covered for 30% travel (some international), full health benefits, and staff retreats every 18 months

Apply for this job

Click the Apply or LinkedIn button below or contact Dania Gelfond quoting job reference 1218407
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