Director of Investor Relations

Armanino LLPNew York, NY

About The Position

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities.

Requirements

  • Bachelor’s degree in Finance, Business, or a related discipline or equivalent work experience
  • Minimum 10 years in investor relations, fund administration, or asset management.
  • Advanced proficiency in MS Excel and investor reporting systems (e.g., Investran).
  • Exceptional communication and stakeholder management skills, with experience interacting with senior executives and institutional investors.
  • Strong leadership and team management capabilities.
  • Proven ability to manage complex operations, prioritize competing demands, and meet tight deadlines.
  • Strategic thinker with a process improvement mindset.
  • Highly organized, detail-oriented, and adaptable in a fast-paced environment.

Responsibilities

  • Lead and oversee the full investor relations function across client portfolios, setting strategy and ensuring best-in-class service delivery.
  • Serve as a senior point of contact for fund clients and key investors, managing high-level relationships and escalations.
  • Direct onboarding processes for new investors, ensuring all governing and due diligence documents are properly collected, reviewed, and compliant.
  • Oversee all investor transaction activity, including capital calls, distributions, subscriptions, redemptions, and transfers, ensuring accuracy and timeliness of associated cash flows.
  • Provide strategic guidance on investor communications, reporting, and engagement, including oversight of investor portals and digital platforms (e.g., Anduin).
  • Partner cross-functionally with accounting, treasury, and fund administration leadership to ensure alignment on investor data, reporting, and operational processes.
  • Establish and maintain data governance standards for investor databases (e.g., Investran), ensuring integrity, accuracy, and accessibility of investor information.
  • Deliver insights and reporting to executive leadership on investor trends, client performance, and operational metrics.
  • Drive enhancements to investor reporting, analytics, and segmentation (e.g., geography, investor type) to support fundraising and relationship management strategies.
  • Lead process improvement initiatives across investor relations and fund administration, optimizing workflows and scalability.
  • Mentor and manage junior team members, fostering professional development and high performance across the team.

Benefits

  • Medical
  • dental
  • vision
  • Generous PTO plan and paid sick time
  • Flexible work arrangements
  • 401K with Profit Sharing
  • Wellness program
  • Generous parental leave
  • 11 paid holidays
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service