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Investor Relations Manager, Henley-on-Thames £65k + Bens & Bonus

Our client, a boutique asset manager specialising in funding investment opportunities, secured via legal charges on UK property and commercial assets has an exciting new opportunity for and Investor Relations Manager. The position will have external relationship management responsibilities which include working with institutional investors, family offices and High Net Worth individuals. This will include facilitating regular investor engagement and interactions, portfolio updates and ad hoc client projects. Additionally, you’ll design institutional presentations, and other investor deliverables as necessary.

Roles & Responsibilities

  • Onboarding investors into the fund, completing the investor due diligence processes (KYC & AML), and completing all documentation.

  • Establishing and maintaining effective investment / investor processes and procedures.

  • Interface with investors for the purpose of responding to investor queries and retention.

  • Collaborating with introducers and agents, key vendors, and internal stakeholders, to ensure funds are recorded in the internal database and investor portals. Work with finance to reconcile all investor inflows and outflows.

  • Organising investor meetings and events, managing factsheet content, and overseeing Investor reporting.

  • Producing presentations and marketing materials for investors.

  • Work alongside senior professionals across the business to support the fundraising efforts and service the existing investor base.

  • Oversee the creation and development of key marketing materials for fundraising, roadshows, management / board meetings.

  • Conducting fund/portfolio analysis for Internal / external use.

Experience & Qualifications

  • Minimum 5 years of relevant work experience, preferably in an investor relations/client services role.

  • Detail-oriented, structured thinker with strong project management and stakeholder management.

  • Exceptional English communication skills both written and verbal.

  • Highly proficient in Excel, PowerPoint and Word.

  • Excellent communication, interpersonal, and presentation skills.

  • Ability to work effectively with senior management, investment teams, and investors.

  • Ability to work in a fast-paced environment and manage multiple priorities.

  • Technically minded and comfortable understanding financial / performance terminology.

To hear more about this exciting opportunity, please call Rob Cook on 020 7847 8870 or email your CV to http://robert@meredithbrown.com

RC 15650

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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