Investor Relations Associate, US

  • Competitive
  • Boston, MA, USA
  • Permanent, Full time
  • Algebris Investments (US) Inc.
  • 17 Aug 17

Investor relations (IR) is the face and voice of Algebris. Broadly defined, IR encompasses business development, marketing and client services. The IR Associate will focus on servicing Algebris’ client base in the US and supporting the regional IR Director in pursuing new client opportunities. The position is full time and based at Algebris’ office in Boston.

Below is a summary of the main tasks / responsibilities for the position:

  • On-boarding new clients / fund distributors
  • Co-ordinating with the Algebris investment, IR and back-office teams (the latter based in London and Lux) as appropriate
  • Completing RFPs and DDQs
  • Co-ordinating operational due diligence meetings
  • Supporting and managing existing client relationships (including organising meetings, follow up calls, business notes write up, etc.)
  • Maintaining and updating the Client Relationship Management database (salesforce)
  • Handling client dealing requests (checking trades, reporting figures internally and liaise with the administrator / investor)
  • Handling client ad hoc requests
  • Liaising with fund service providers as appropriate (e.g. fund administrator)
  • Managing, updating and maximizing coverage / penetration of Global Accounts, wire-houses, single-family, multi-family offices and RIA channels
  • Adapting marketing material (e.g. pitch booklet) to local needs / requirements