WM Investment Solutions - Alternatives Investor Relations

Job Description

This role will work closely with a wide variety of internal teams (including Due Diligence, Structuring, Marketing, Middle Office, Fund Accounting, Tax, and Legal & Compliance) to assist in the day-to-day servicing of inquiries from our salesforce regarding Alternative Investments. The Investor Relations team is responsible for the execution of internal and external communication for 250+ funds (including both client letter-writing and internal e-mail communications to senior members of the Private Bank). Members of the Investor Relations team must demonstrate excellent organizational skills and the ability to effectively handle multiple priorities while demonstrating independent initiative, adaptability and sound decision-making skills. Role and Responsibilities:
• Serve as a resource to educate and provide information to the sales force on a large number of funds on the global Private Bank platform
  • Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
• Assist with synthesizing, summarizing and messaging ongoing client communications and corporate actions to both the sales force and clients. This includes:
  • Writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients both via hard copy mail and e-delivery
• Partnering well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.).
• Preparing and reviewing client communications with a focus on client lens and technical accuracy.
• Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.)
• Developing a deep understanding of our client and advisor needs and sensitivities.
• Assisting in the end-to-end client investor call and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force.
• Collaborate with the Structuring team to update marketing materials like Flipbooks and Executive summaries
• Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place.
We seek candidates with a unique blend of interpersonal and analytical skills. This person should efficiently leverage both qualitative and quantitative resources to understand complex situations and present solutions. Requirements:
• 1-3 years of work experience in wealth management, financial services, or a related field
• CA/MBA/CFA/CAIA preferred or Finance Graduates with relevant work experience within the Investor relations space
• Good knowledge of and genuine interest in financial markets and investments products
• Proficiency in Microsoft Office programs including Excel and PowerPoint, as well as Adobe PDF
The key attributes for this candidate will include:
• Client-focused
• Excellent communication skills (written & verbal) and relationship management skills
• Knowledge of the Alternatives asset class and/or a passionate to learn about all aspects of Alternatives (Hedge Funds and Private Investments)
• Strong team player with an entrepreneurial predisposition and strong interpersonal skills as required to interact with personnel across the team and firm
• Project management and follow-through skills
• Sensitivity to discretely handle highly confidential and related client/manager information
• Comfort with organizing and interpreting large amounts of data
• Strong initiative, energy and confidence completing assignments with limited supervisio
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Keyskills :
high net worth individualshandle multiple prioritiesstrong interpersonal skillshedge funds