VP - Client Relations (Financial Services)

Our client is a mid-town NYC based Alternative Asset Managers is currently seeking to add a talented VP of Shareholder Services/Client Relations to their growing Team.

This individual will be responsible for running point on both internal and external client relationship. Ideal candidate must possess superior communication skills as this role will interact closely with several member of Management Team including but not limited to Investor Services, Marketing, Communications, Client Services, Product Development and Investment Management.

Responsibilities

• This role will be responsible for enhancing the firm’s efforts with regards to client strategy and investor solutions
• Implement and execute strategic initiatives across firm
• Establish key internal and external relationships to achieve strategic objectives
• Prepare all materials for annual investor conferences and quarterly investor calls
• Manage and coordinate all aspects of the diligence process with prospective institutional investors
• Create marketing materials & pitch books with regards to firms investment opportunities
• Compile market research presentations for high profile clients, with industry overviews of customers, competitors, and growth.
• Communicate daily market-moving headlines and supply/demand dynamics to institutional investors
• Complete DDQs, RFPs, questionnaires and data requests for existing and prospective investors, and liaise with various teams across the organization to gather information
• Brief firms institutional clientele and management team on any irregularities with respect to investment strategy and deal continuity
• Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

• 8+ years of Investor Relations (Private Equity or Investment Management) experience mandatory
• Bachelor’s Degree from Top 50 University
• Prior management experience strongly preferred
• Strong proficiency in Microsoft Office, particularly Excel Modeling Formulas
• Technical knowledge, data analytics using CRMs (Salesforce), Excel, well versed w/PowerPoint
• Outstanding communication skills, proven ability to effectively work with all levels of Management
• Comfortable working in a fast-paced, dead-line driven dynamic environment
• Innovative and creative thinker
• Must be detail oriented