Job Summary
A company is looking for an Associate, Investor Relations.
Key Responsibilities
- Process and review investor capital activity documents and follow up with investors for missing information
- Perform anti-money laundering checks and review investors' due diligence and KYC documents
- Assist in the communication for multiple funds and their investors, including sending financial reports
Qualifications
- Bachelor's degree in finance, business administration, or related field (or equivalent work experience)
- 0-3 years of relevant experience in finance, fund administration, or financial services
- Experience with Microsoft Excel and ability to learn new applications
- High attention to detail and accuracy
- Ability to work in a fast-paced environment while managing numerous projects and clients
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