Investor Relations Associate

TIAA

3d

About The Position

Investor Relations Associate The Investor Relations Associate is responsible for supporting the Head of Global Distribution, the Head of Investor Relations and the Head of Business Development in areas related to client services, performance reporting, business development and marketing. Under moderate supervision, this job prepares presentations for new and existing investors, coordinates the distribution of investor communications and completes both recurring and ad-hoc investor requests.

Requirements

• 2 years experience in investor relations in a financial services industry
• Strong Microsoft Office experience, especially excel
• Accountability
• Business Development
• Capital Markets
• Client Relationship Management
• Consultative Communication
• Continuous Improvement Mindset
• Contract Management
• Data-Based Decision Making
• Financial Analysis
• Problem Solving
• Quantitative Analysis
• Sales
• Story Telling
• Technical Writing

Nice To Haves

• 3 years experience in investor relations in a financial services industry
• University (Degree) Preferred

Responsibilities

• Work with portfolio managers assisting in periodic performance commentary writing
• Assist in factsheet generation and distribution and provide the GreshamQuant team with attribution information as well as regressions for use in the monthly factsheets
• Iterate with the GreshamQuant team to edit and finalize monthly commentary and maintain relevant marketing materials including fact sheet, tear sheet, deck, market list, data pack, etc. for two trend following hedge fund strategies
• Assist in creating ad-hoc analysis on portfolio performance and exposure and help edit verbiage for “research papers”
• Assist in generating other content generation – estimated performance summaries, monthly research commentary, monthly talking points, and content for client calls
• Answer miscellaneous requests from clients about performance, positioning, terms, etc.
• Complete ongoing client reporting based on an established checklist
• Prepare presentation materials for new and existing investors and complete DDQs, RFIs, RFPs, and questionnaires for consultants, investors and prospects
• Attend quarterly and ad hoc client meetings, providing supporting materials to Head of Business Development
• Ad-Hoc client servicing and reporting and manage new client onboarding as needed
• Assist in overseeing both the intra-month and month-end flows process
• Aid in the preparation of custom factsheets for clients
• Update the Quarterly Firm Snapshot for the President & CIO
• Maintain standard firm DDQs and develop an understanding of the firm’s investment products to aid in the creation new marketing material

Benefits

• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees