Asst. Vice President Investor Relations
CurrentPrepare and deliver customized client-facing materials in response to prospective and existing client requests;Ensure the timely delivery of standard and customized data and reporting requests;Serve as the point person for the Investor Portal (access to investor portal, data entry) and participation in maintenance (updating client records);Proactive, energetic, creative, and capable of tackling questions and solving problems independently and resourcefully;Respond to investor inquiries on a timely basis, providing excellent client service through well researched and meaningful explanations;Understand and be able to cogently explain the business plan for each investment as well as the relative degree of performance against said plan;Maintain meaningful dialog and relationships with current investors through phone and in-person communication;Superior qualitative ability including written and verbal communication skills;Assist in the preparation and delivery of investor information for one-off events such as capital calls, quarterly dividends and sales;Willingness to take initiative and complete projects independently on a timely basis