Investor Relations Associate

Core Responsibilities

Standards of Performance

Sales and Marketing

• Contribute to the marketing efforts of the company with both advisers and investor clients
• Attend meetings (when needed) with HBD and sales executives
• Generate and own personal sales relationships where necessary [investor focus]
• Investor relations management
• Assistance with the arrangement and organization of sales events if needed
• Liaison with production executives to provide regular investor updates and appropriate back-up documents

Investment management

• Liaison with intermediary clients and investor clients
• Process application forms and required checks
• Responsibility for the monitoring and recording of all investments as pertaining to investors
• Generation of internal and external reports as to performance of same (e.g regular valuations and management reports)

General Administration

• General administration matters as they pertain to the company in conjunction with and other staff designated from time to time, inter alia:
• Maintain office supplies and equipment, anticipate needed supplies, place and expedite orders for supplies
• Ensure operation of equipment by organising preventive maintenance requirements, troubleshooting malfunctions, organising repairs, maintaining equipment inventories
• Implement and maintain an efficient filing system
• Be a point of contact for any telephone enquiries for the company, ensuring all messages are forwarded and/or actioned quickly and efficiently
• Be a point of contact for visitors and provide refreshments as and when required
• Work with other members of the company, providing support where necessary

Post and Emails

• Manage emails and correspondence for the company
• Deal with correspondence and emails quickly and efficiently where appropriate and to a high standard

General Support

• Assist staff with production of sales literature as and when required
• Generally contribute to the running of the business as required by the business from time to time