Investor Relations Associate
OneWire Managed Services - New York, NY

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I. Support the Head of the Investor Group in business development activities in support of capital raising activities. These tasks include:

a. Client Research:

i. Research new business opportunities by staying current on industry publications and newspapers, client web sites, conference materials, consultant and other databases, etc. Convey relevant findings to the Investor Group.

ii. Assist the Head of the Investor Group with analysis of the client/prospect universe to identify specific product opportunities (including analysis of the client’s asset allocation and their current line-up of managers).

b. Relationship Development:

i. Assist in building relationships by arranging client/prospect meetings and/or conference calls. Ensure proper materials are assembled and distributed in advance of client meetings. Send out follow-up product information, relevant research papers, and other correspondence following client meetings or calls. Prepare meeting call notes under the direction of the Head of the Investor Group.

ii. Assist in responding to client/prospect inquiries and/or requests for additional information.

iii. Based on interactions with clients and prospects, generate ideas and provide input to improve our materials and other services that will enhance the client/prospect experience .

iv. Create and maintain client/prospect profile information and meeting activity in the CRM (including client contact information, the client asset allocation and plan characteristics, opportunities and mandates, meeting calendar, call notes, sales activity, etc.). Use this data to create reports for investment team and IR team for use ahead of meetings.

c. Cl ient Service:

i. Lead in responding to client inquiries and/or other service requirements (request for portfolio informatio n , client organizational changes, meetings requests, etc.)

ii. Prepare monthly and/or quarterly client , consul tant, prospect questionnaires and reports.

d. Projects:

i. Work on special projects that build out the service model and infrastructure needed to create scale and efficiencies within the sales and marketing and client service functions (e.g. website).

ii. Submit weekly calendar and meeting notes, pipeline and monthly activity reports, and reports for management.

II. Act as primary contact for the Administrator’s IR group on coordination of Subscriptions, Redemptions, Transfers, upkeep of the Share Register, Side pocket distributions, creation of new Share Classes, KYC/AML, etc.

III. Maintenance of the marketing collateral which includes the distribution (and the editing and updating) of newsletters, performance estimates, internal due diligence questionnaires, risk reports, marketing presentations and any special correspondence relating to the Funds. Preparing consultant questionnaires, responding to RFPs, populating databases, requests for pr oposals and other info requests.

IV. Coordinate the maintenance, dissemination of private placement offering documents as well as other key Fund, Company, operational due diligence documentation.

V. Work with Compliance associate on gathering data for the various investor-related regulatory filings (e.g. Form PF, Canadian investors, etc.).


I. Coordinator of group projects across multiple functions of the firm (e.g. Incident Management Plan): including assignment of work to various employees, gathering data, and imputing details into text file.

OneWire Inc. - 23 months ago - save job