Investor Relations Consultant

Job Summary

A company is looking for an Investor Relations Senior Consultant.

Key Responsibilities

• Manage end-to-end investor onboarding and maintenance, ensuring compliance and accuracy of investor records
• Track and reconcile investor transactions while proactively resolving discrepancies
• Communicate with clients and investors, providing timely updates and solutions to inquiries

Required Qualifications

• Bachelor's degree in Finance or related discipline, or equivalent experience
• Minimum 3 years of relevant experience in investor relations or related client service roles
• Advanced proficiency in Microsoft Excel, including data analysis and pivot tables
• Experience managing investor onboarding workflows and maintaining documentation
• Proven ability to manage multiple priorities in a fast-paced environment