Sr. Investor Relations Associate
New York, New York, Us
Senior marketing analyst with responsibility for marketing collateral.First point of contact for investors, institutions and High-Net-Worth individuals, responsible for due diligence documents, RFPs, and maintaining accurate accounting of investor in-flows and out-flows.Compliance management, interfacing with the Legal team to implement disclaimers, adjustmarketing language, and respond to NFA/SEC audits.Primary data management, including preparing P&L reporting and maintenance of expansive and complex proprietary Excel systems.Project manager for 3 person marketing collateral team; writing copy and manipulating excel data to represent complex strategy and performance figures persuasively.Executive coaching for public speaking engagements, specializing in debate performance,panel discussions, important presentations, and travel meetings.Salesforce and Pardot organizational design, generating reports, and investigating leads.