Investor Relations

Capstone Investment Advisors•New York, NY

3d•$70,000 - $100,000•Onsite

About The Position

The Investor Relations team services Capstone’s primarily institutional client base. The team is responsible for maintaining marketing materials and reporting items, coordinating calls and meetings with clients, and catering to the firm’s investors. Team members work in coordination with various departments across the firm including Client Service, Product Development, Communications, and various Investment and Operations teams.

Requirements

Bachelor’s degree with at least 1-3 years of financial services experience preferred
Exceptional written and verbal communication; detail orientation; ability to prioritize under time pressure.
High integrity and discretion handling confidential information; familiarity with compliance principles.
Strong analytical skills and proficiency in Microsoft Office.
Experience with a CRM and marketing content platforms
Experience in VSCode, Jupyter Notebook, SQL and Tableau preferred
Familiarity with artificial intelligence (AI) technologies and their practical application in a business or professional environment
Intellectually curious self-starter, who wants to develop skills in a fast-paced environment
Ability to be proactive, responsive and multi-task efficiently
Desire to create relationships across Capstone through collaborative work with the firm’s various teams including Investment, Technology, Operations, and Finance.
Humble, resourceful, result-oriented and have the flexibility to adapt to quickly changing circumstances and priorities.
Excellent written and verbal communications skills and attention to detail are necessary for success in this role.

Responsibilities

Deliver first class service to Capstone’s primarily institutional investor and prospect base and serve as a primary point of contact for select investors
Assist with the completion of Due Diligence Questionnaire requests from investors
Develop strong product, strategy and industry knowledge
Maintain firm wide marketing materials and presentation management software (Seismic)
Produce periodic reports and customized analyses; ensure accuracy, consistency, and compliance across deliverables
Maintain and update Capstone’s client relationship management system (Backstop) with all connectivity and email correspondences
Assist in developing and maintaining automated dashboards and reports to provide real-time insights to stakeholders
Receive exposure to Capstone’s various investment teams and assist with the creation of custom analysis on behalf of current investors and prospects
Work closely with team members and develop relationships across Fund Accounting, Risk, Treasury, Compliance and other departments to complete and deliver reporting through Excel, Python, and VBA