Job Summary: 

• Seek feedback from institutional investors promptly following the roadshows, collate the feedback and provide it to the sales team and corporate client
• Attend full and half-year results roadshows and any other meetings with corporate clients and institutional clients
• Maintain a database of key dates for GCT corporate clients, including full and half-year results, etc.
• Maintain the contacts database for corporate and institutional clients
• Support GCT with fielding calls, team diary management, booking meeting rooms, travel arrangements and hotel bookings for team and corporate clients
• Administrative support to GCT Sales and Research, including filing, processing expenses, etc.
• Assist in the production of placing letters for fundraising
• Coordinate and manage GCT events, dinners, etc., including invites, guest lists, logistics, invoicing, etc.
• Attend morning meetings to maintain knowledge and awareness of GCT's clients, keep updated on market developments and sales team strategy
• Take orders from regulated investors on secondary trades and liaise with the trading desk to facilitate trade
• Take placing orders, managing placing books and producing placing letters for fundraising

Skills on Resume: 

• Investor Feedback (Soft Skills)
• Client Communication (Soft Skills)
• Data Management (Hard Skills)
• Database Maintenance (Hard Skills)
• Administrative Support (Hard Skills)
• Event Coordination (Soft Skills)
• Trade Processing (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Diary and email management
• Scheduling meetings, conferences/teleconferences
• Expenses and corporate credit card reimbursement
• Preparation of documents for presentations and other
• Maintain a strong relationship with Advisors, Investors, and other internal/external stakeholders
• Continuously identifying ways to improve communications with stakeholders
• Marketing Sponsorship for Awards, Investor days and Industry events
• Presentations for Webcast, IPO Roadshows, and other events
• Follow up on leads for distribution
• Work towards monthly KPIs for leads, content distribution, and new shareholders
• Ensure transparency for all stakeholder communication
• Keeping website and social media platforms up to date with the most recent content
• Distribution of the monthly newsletter
• Maintain relationships with the Media
• Organizing corporate events, including AGM, Investor Roadshows, etc.
• Attend industry conference events for brand exposure

Skills on Resume: 

• Calendar Management (Hard Skills)
• Meeting Coordination (Hard Skills)
• Expense Processing (Hard Skills)
• Document Preparation (Hard Skills)
• Stakeholder Relations (Soft Skills)
• Communication Improvement (Soft Skills)
• Event Management (Hard Skills)
• Media Relations (Soft Skills)

Job Summary: 

• Provides administrative support to Investor Relations, including data entry and tracking, correspondence, and internal reporting
• Works with the VP of Investor Relations to create new electronic investor files, as well as historic files and ensures data is accurately entered into the Investor Portal and MRI system.
• Works with the VP of Investor Relations to track and maintain investor questionnaires and ensure documentation is complete.
• Electronically files investment entity and/or transaction documents.
• Assists with marketing materials such as lobby boards, press releases and case studies.
• Assists with updating the website with updated content on an ongoing basis.
• Assists Investor Relations in preparing and finalizing Investor Webinar materials, as well as Shareholder property image presentations.
• Assists with the filing of regulatory documents with appropriate state agencies and other regulatory bodies, including maintaining state registrations for active investment entities.
• Maintains Compliance and Investor Relations electronic files, including those relating to investor questionnaire files, investment entities, and regulatory filings.
• Assists with the investor document distribution process, including mailing tax documents
• Maintains updates to the personal data in investor files.
• Provides back-up support for other administrative staff

Skills on Resume: 

• Data Management (Hard Skills)
• Document Filing (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Investor Reporting (Hard Skills)
• Marketing Support (Hard Skills)
• Website Updating (Hard Skills)
• Team Collaboration (Soft Skills)
• Administrative Support (Hard Skills)

Job Summary: 

• Serve as the administrative support to the Investor Relations team by coordinating, facilitating, and communicating the team’s activities.
• Compose various documents such as agreements, contracts, correspondence, interoffice memos, meeting agendas, reports, charts and tables.
• Assist in preparing presentations and special projects.
• Create, update, and maintain departmental databases.
• Ensure accurate, timely, and compliant information is disseminated to the investors.
• Respond to phone and email inquiries and information requests from investors.
• Assist with the 1031 Exchange and Insurance teams.
• Research financial and legal documents on various topics.
• Copy, collate, package, and mail out information packets and other correspondence to investors.
• Document the content of investor conference calls.
• Coordinate special activities and liaison functions for team members and prospective/current investors, such as travel arrangements, meetings, interviews and conference calls.

Skills on Resume: 

• Administrative Coordination (Hard Skills)
• Document Preparation (Hard Skills)
• Database Management (Hard Skills)
• Investor Communication (Soft Skills)
• Information Research (Hard Skills)
• Presentation Support (Hard Skills)
• Travel Coordination (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Processing investor trades (subscriptions, transfers, redemptions) and working with the administrator to ensure the correct and timely execution of trades
• Ensuring adherence to compliance requirements and maintaining trade documentation records
• Working with the broader team to report fund flows to business development and investment teams
• Liaising with fund administrators to fulfill various investor requests (price requests, statements, address changes, tax information)
• Updating and maintaining the firm’s DDQs and knowledge base
• Completing Investor Due Diligence Questionnaires (DDQs) and related document requests
• Assisting with client operational due diligence requests and meetings
• Maintaining the document library
• Being responsible for monthly updating, printing, and maintenance of marketing and due diligence materials
• Maintaining the client relationship management (CRM) system and other investor/sales databases, and running regular reports for team members
• Assisting with the distribution of press releases
• Assisting with the organization and logistics of investor earnings/conference calls and annual investor days
• Assisting with investor meetings and conference calls
• Researching investor background and providing necessary information to team members, preparing documents and supporting materials for meetings
• Working with the compliance team to fulfill regular data requests for regulatory filings
• Monitoring IR mailboxes and assisting in responding to investor queries

Skills on Resume: 

• Trade Processing (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Data Reporting (Hard Skills)
• Investor Communication (Soft Skills)
• Database Management (Hard Skills)
• Due Diligence (Hard Skills)
• Event Coordination (Hard Skills)
• Information Research (Hard Skills)

Job Summary: 

• Maintain the confidentiality of all information at all times
• Collect and analyze business unit financial and operational data for investor presentations.
• Support Investor calls and inquiries
• Develop presentation slideshows for investor conferences and meetings.
• Participate and assist in investor presentations and meetings.
• Analyze individual business unit performance and conduct peer company comparisons.
• Maintain current market intelligence.
• Contribute to the development of quarterly earnings press releases and quarterly conference call notes.
• Prepare materials for quarterly Board of Directors meetings.
• Schedule and maintain a calendar of appointments, meetings, and coordinate all related arrangements for the VP and related parties

Skills on Resume: 

• Data Analysis (Hard Skills)
• Investor Communication (Soft Skills)
• Presentation Development (Hard Skills)
• Market Research (Hard Skills)
• Financial Reporting (Hard Skills)
• Confidentiality Management (Soft Skills)
• Meeting Coordination (Hard Skills)
• Board Support (Hard Skills)

Job Summary: 

• Make travel arrangements, domestic and international
• Manage board preparation and quarterly results coordination
• Organize and prioritize workload to meet deadlines
• Follow up on all items received via email, phone, notes, mail, etc.
• Maintain appropriate records, files, and documentation
• Track and audit relevant documents/requests from Finance department heads
• Prepare all expenses and accounts payable items accordingly
• Assist with answering and screening telephone calls, take messages, provide information, or redirect calls
• Answer customer and employee calls timely manner
• Coordinate and manage office supplies and company events

Skills on Resume: 

• Travel Coordination (Hard Skills)
• Board Management (Hard Skills)
• Time Management (Soft Skills)
• Task Follow-Up (Soft Skills)
• Record Maintenance (Hard Skills)
• Document Auditing (Hard Skills)
• Expense Processing (Hard Skills)
• Office Coordination (Hard Skills)

Job Summary: 

• Coordinate and manage heavy calendars for meetings in various time zones
• Maintain various spreadsheets for the department
• Plan and coordinate complex domestic and international travel
• Manage and process expense reports using Concur
• Maintain marketing information on Salesforce for the CRM
• Work closely with the other EAs throughout the different OHA offices
• Interact with clients, vendors and service providers
• Assist with other projects and responsibilities at the team’s discretion
• Phone coverage, answer and screen a high volume of incoming calls
• Print and bind large amounts of marketing materials
• Set up and break down conference room meetings with meals and refreshments, ability to lift over 10 pounds

Skills on Resume: 

• Calendar Management (Hard Skills)
• Data Management (Hard Skills)
• Travel Coordination (Hard Skills)
• Expense Reporting (Hard Skills)
• CRM Maintenance (Hard Skills)
• Client Interaction (Soft Skills)
• Team Collaboration (Soft Skills)
• Event Support (Hard Skills)

Job Summary: 

• Prepare and send gifts to investors on an ongoing basis.
• Prepare and mail quarterly letters, various investment notices and packages, and annual tax documents.
• Complete various errands (e.g, pick up materials for gifting)
• Put together the subscription agreements for projects to be uploaded to Juniper.
• Utilize CRM (Juniper Square) to complete a wide range of tasks, including but not limited to entering meeting notes, updating investor contact information, and uploading documents.
• Help with preparing for investor events with tasks including set up, take down, and creating nametags and materials.
• Perform the preparation, editing, and formatting of general correspondence through word processing and spreadsheet tasks.
• Prepare and assemble reports, company materials, and client documents.
• Manage and prioritize incoming workflow to meet all deadlines in a deadline-focused environment.
• Arrange for various meetings via conference calls, video conferences, and webcasts.
• Track equity raise-ups, including initial processing of investment deposits.

Skills on Resume: 

• Investor Communication (Soft Skills)
• Document Preparation (Hard Skills)
• CRM Management (Hard Skills)
• Event Coordination (Hard Skills)
• Report Assembly (Hard Skills)
• Time Management (Soft Skills)
• Meeting Scheduling (Hard Skills)
• Data Tracking (Hard Skills)

Job Summary: 

• Schedule and organize extensive meetings, conference/video calls, and appointments
• Create agendas and prepare, and distribute meeting materials and presentations
• Proactively manage and maintain extremely busy and ever-changing calendars
• Monitor the team’s workflow and take action to resolve conflicts and/or improve efficiency
• Arrange travel schedule and reservations for executive management
• Management of domestic and international travel and expenses
• Prioritize, track, and help drive completion of key deliverables and follow up on outstanding items
• Draft, edit, design, and format a variety of Word, PowerPoint and Excel documents
• Act as a gatekeeper, prioritize various parties appropriately and schedule according to the Executives’ preference and guidance
• Weekly receptionist relief assistance, i.e., answering and directing incoming telephone calls, greeting/escorting guests to the appropriate meeting location

Skills on Resume: 

• Calendar Management (Hard Skills)
• Meeting Coordination (Hard Skills)
• Travel Management (Hard Skills)
• Workflow Optimization (Soft Skills)
• Document Preparation (Hard Skills)
• Task Prioritization (Soft Skills)
• Executive Support (Soft Skills)
• Client Interaction (Soft Skills)

Job Summary: 

• Coordinate and support meetings and conferences, including food service
• Prioritize and manage multiple projects simultaneously, and follow through on issues promptly
• Participate in the planning and coordination of investor events
• Gather background notes and biographies in advance of investor meetings
• Participate in the planning and scheduling of quarterly earnings deliverable due dates and prep meetings, and own the updating of the CEO, CFO, and VP of IR’s earnings binders
• Coordinate and schedule earnings calls with vendors, both test and live, and participate in the management of the earnings call operator and analyst queue
• Coordinate and schedule post-earnings call meetings with analysts and top investors
• Support the creation and distribution of key Investor Relations materials, including the Investor Overview and Quarterly Report, to the company website and Board of Directors
• Assist in the creation of press releases in support of investor events and earnings calls
• Research, summarize, and distribute daily analyst research reports to Corporate Executives
• Assist in the regular maintenance and updates of the Investor Relations website

Skills on Resume: 

• Meeting Coordination (Hard Skills)
• Project Management (Soft Skills)
• Event Planning (Hard Skills)
• Investor Research (Hard Skills)
• Earnings Coordination (Hard Skills)
• Press Support (Hard Skills)
• Website Maintenance (Hard Skills)
• Stakeholder Communication (Soft Skills)

Job Summary: 

• Prepare bilingual corporate materials, including announcements, annual reports, newsletters, presentations, press releases, Q&As, speeches, website and WeChat posts, etc
• Assist in organizing events, including results announcement, AGM, media interviews and other corporate events
• Attend investor meetings, non-deal roadshows, investor conferences and reverse roadshows
• Liaise closely with various internal departments to develop content for external communications
• Track progress of the company’s ESG initiatives and prepare ESG reports
• Monitor peers’ performances, market consensus and research reports
• Conduct research and analysis relating to the company, the retail industry and the peers
• Provide other administrative support and prepare internal reports for the department

Skills on Resume: 

• Bilingual Communication (Soft Skills)
• Event Coordination (Hard Skills)
• Investor Relations (Soft Skills)
• Content Development (Hard Skills)
• ESG Reporting (Hard Skills)
• Market Research (Hard Skills)
• Industry Analysis (Hard Skills)
• Administrative Support (Hard Skills)

Job Summary: 

• Collaborate with multiple internal departments, including Client Services, Investor Relations, Investment Strategies, Office Services, and Marketing
• Work with other HV offices to ensure the meeting format meets their expectations
• Manage all aspects of venue, including meeting space, catering, technology, transportation requirements, and other ad-hoc requests
• Coordinate agendas and multiple calendars with individual participants
• Manage deadlines to ensure the timely preparation of presentations and marketing materials
• Ensure proper Compliance clearance and reporting
• Manage client/consultant/prospect requests
• Prepare complex travel arrangements, itineraries, client info sheets, and trip folders
• Schedule and coordinate meetings and conference calls
• Update Salesforce database, including entering new investor contact information, meeting notes, tracking presentations and legal docs, and fundraising information
• Use the in-house document system (Seismic) to create presentations
• Miscellaneous administrative tasks (copying, scanning, sending FedEx packages)

Skills on Resume: 

• Cross-Department Collaboration (Soft Skills)
• Event Management (Hard Skills)
• Calendar Coordination (Hard Skills)
• Compliance Management (Hard Skills)
• Client Relations (Soft Skills)
• Travel Planning (Hard Skills)
• CRM Maintenance (Hard Skills)
• Presentation Preparation (Hard Skills)

Job Summary: 

• Provide daily administrative support to the Investor Relations team
• Be responsible for Salesforce and the investor portal, ensuring accuracy of data and structure
• Prepare investor information for tax season
• Execute the funds received checklist for each investor
• Ensure accuracy of investor statements
• Manage internal payment trackers
• Be responsible for collecting and reconciling investor documentation
• Participate in department and company-wide meetings
• Assist with Investor Relations team activities
• Organization of document infrastructure

Skills on Resume: 

• Administrative Support (Hard Skills)
• Data Management (Hard Skills)
• Investor Reporting (Hard Skills)
• Document Reconciliation (Hard Skills)
• Payment Tracking (Hard Skills)
• Team Collaboration (Soft Skills)
• Meeting Participation (Soft Skills)
• Database Organization (Hard Skills)

Job Summary: 

• Provide administrative support to leadership team members, keeping them well-informed and well-prepared for upcoming commitments and responsibilities.
• Proactively prioritize conflicting needs and competing demands, including the management of several very active calendars.
• Act on the leadership team members’ behalf with callers and electronic communication.
• Manage Purchase Orders, Invoices, Calendar, Travel, and Expenses for the IR function
• Coordinate investor meetings, conferences, quarterly earnings calls, webcasts, and non-deal road shows.
• Manage team event calendar and events, proactively coordinate, and drive completion of outstanding team deliverables for upcoming events.
• Collaborate with external vendors and corporate access personnel at brokerage firms before roadshows.
• Liaise with brokerage and vendor firms to plan logistics for all roadshow bus tours, conferences, and events.
• Develop briefing materials for management in preparation for various investor events

Skills on Resume: 

• Executive Support (Soft Skills)
• Calendar Management (Hard Skills)
• Communication Handling (Soft Skills)
• Expense Management (Hard Skills)
• Event Coordination (Hard Skills)
• Vendor Collaboration (Soft Skills)
• Logistics Planning (Hard Skills)
• Briefing Preparation (Hard Skills)

Job Summary: 

• Actively use the manage CRM tool, and maintain a record of all interactions between the IR team and investors
• Manage up-to-date financial and investor relations information on the corporate website
• Manage the Annual Report process with finance colleagues for distribution to institutional and individual investors in the US
• Lead point of contact for vendor management, negotiate contracts for hotels, conference call/webcast companies, AV/staging, promotional items, etc.
• Interact with senior management across the company (CEO, CFO, Senior Vice Presidents, Vice Presidents, etc.) 
• Provide preparatory briefing materials for investor meetings and answer any questions from management related to event preparation
• Interact with institutional investors in preparation for investor meetings and presentations to adequately assess and determine which members of management to arrange meetings with, collect a preparatory list of questions and answers, etc.
• Be the first line of communication for the IR department, triage questions from the investor community via email and phone.

Skills on Resume: 

• CRM Management (Hard Skills)
• Website Maintenance (Hard Skills)
• Report Coordination (Hard Skills)
• Vendor Management (Hard Skills)
• Executive Interaction (Soft Skills)
• Briefing Preparation (Hard Skills)
• Investor Engagement (Soft Skills)
• Communication Handling (Soft Skills)

Job Summary: 

• An aid executive in preparing for meetings and travel
• Project management and organization of initiatives across business divisions
• Regulatory documentation, paperwork, filings, and project updates
• Responding to emails and document requests on behalf of executives
• Answering the phone several times per hour to help catch incoming calls
• Reviewing grammar, writing long emails, proposals, and presentations
• Draft slides, meeting notes, and documents for executives
• Maintain relationships with the Investors, potential investors and/or shareholders.
• Monitor and assist operational changes within company management, and develop investor relations messages based on the changes.

Skills on Resume: 

• Executive Support (Soft Skills)
• Project Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Email Management (Hard Skills)
• Call Handling (Soft Skills)
• Writing Communication (Soft Skills)
• Document Preparation (Hard Skills)
• Investor Relations (Soft Skills)

Job Summary: 

• Work in the Investor Relations team to position Sea thoughtfully to investors and analysts
• Develop strong external relationships with investors and analysts, and ensure queries are addressed promptly
• Cultivate strong internal relationships with key stakeholders such as management, Finance, and commercial leads, to understand the business dynamics, goals, and strategic priorities/drivers
• Determine Sea’s external positioning through monitoring information on the industries, peers, capital market trends, and shareholder composition
• Oversee analysis and production of documents for internal and external communication, particularly for earnings releases
• Lead key investor events, such as quarterly and annual earnings presentations, FAQ, and relevant follow-ups
• Enhance internal processes to maximize the effectiveness and efficiency of the Investor Relations function
• Coordinate roadshows and other investor events
• Schedule meetings, coordinate travel arrangements, and maintain complex calendars

Skills on Resume: 

• Investor Relations (Soft Skills)
• Stakeholder Management (Soft Skills)
• Market Analysis (Hard Skills)
• Financial Communication (Hard Skills)
• Event Coordination (Hard Skills)
• Process Improvement (Hard Skills)
• External Positioning (Soft Skills)
• Calendar Management (Hard Skills)

Job Summary: 

• Organize and process subscription documents for various investments
• Manage communications/requests from advisor partners and investors
• Assist in keeping investor records up-to-date and providing reporting
• Database entry and maintenance, organization of investor data
• Scheduling of meetings/calls/events
• Assist with research for investor marketing materials, creation of spreadsheets, charts, etc.
• Various other investor/research/marketing-related administrative tasks
• Support with organizing and attending client entertainment, networking and social events
• Organize and attend presentations, group luncheons, capital market days and site visits 

Skills on Resume: 

• Document Processing (Hard Skills)
• Investor Communication (Soft Skills)
• Data Management (Hard Skills)
• Meeting Coordination (Hard Skills)
• Market Research (Hard Skills)
• Marketing Support (Hard Skills)
• Event Planning (Hard Skills)
• Client Engagement (Soft Skills)

Job Summary: 

• Guide investors through the investment onboarding process from the completion of their investments
• Maintain key investor documents (i.e, accreditation verification, suitability, personal information, etc.)
• Assist with reporting to ensure investor statements and reports are properly maintained
• Assist in the creation and distribution of quarterly investor communications regarding the Fairway America Funds and syndications
• Provide first-line support for investor questions
• Track secure notes and draft promissory notes for new note investors
• Data entry, document uploading, and investment coordination
• Support the team in preparing PowerPoint decks for presentations
• Update and maintain investor details and activity in the CRM system

Skills on Resume: 

• Onboarding Coordination (Soft Skills)
• Document Management (Hard Skills)
• Investor Reporting (Hard Skills)
• Communication Support (Soft Skills)
• Investor Assistance (Soft Skills)
• Data Entry (Hard Skills)
• Presentation Preparation (Hard Skills)
• CRM Maintenance (Hard Skills)

Job Summary: 

• Primary responsibility for the maintenance and build-out of the CRM system
• Investor pipeline management (prospects for funds in the market)
• Running reports out of the system to address internal and external requests
• Liaising with administrators (contact updates, transfers, KYC, tax reporting, etc)
• Ongoing monthly/quarterly/annual requests
• Preparing company presentations, quarterly reports and updating the IR web
• Collect intelligence from market research and broker reports
• Analyze broker reports and prepare a consensus model
• Develop an internal valuation model and an assumption book
• Prepare the ownership report and track the monthly development
• Proactive diary management for the team, including heavy scheduling of meetings
• High volume inbox management, prioritizing, delegating, and archiving emails
• Organization of global travel arrangements, including flights, visas, car bookings, etc.
• General administrative support, including organization of events, CRM, creating reports, and ad hoc tasks

Skills on Resume: 

• CRM Management (Hard Skills)
• Pipeline Management (Hard Skills)
• Data Reporting (Hard Skills)
• Market Research (Hard Skills)
• Financial Analysis (Hard Skills)
• Calendar Management (Hard Skills)
• Email Management (Hard Skills)
• Travel Coordination (Hard Skills)

Job Summary: 

• Develop and manage investor relations, contact with investors, fund managers, analysts and media on all investor relations inquiries
• Conduct market research on key industry trends and policies, provide valuable inputs to the company's growth strategies, and assist in developing comprehensive investor relations plans and strategies to attract potential investors.
• Analyze and present financial trends, analyst ratings, competitor behaviors and any shareholder issues for internal strategy formulation
• Organize and attend investment presentations, reverse roadshows and other corporate events, from planning to execution, including formulating publicity plans, managing events, drafting presentation materials, arranging logistics, as well as preparing post-event write-ups and summaries
• Work closely with senior management and other internal departments to obtain the latest development highlights and operational data
• Proactively research various platforms and databases for investors
• Find out about the latest opportunities and events in the real estate industry in the DACH region and beyond
• Assisting in the implementation of a strategy to retain existing and attract potential investors
• Assisting in the planning of their own events and taking an active role to ensure smooth running
• Creation and structuring of templates for various stakeholders and support with the first investor approach
• Look for initiatives that can help improve the public image of the fund

Skills on Resume: 

• Investor Relations (Soft Skills)
• Market Research (Hard Skills)
• Financial Analysis (Hard Skills)
• Event Management (Hard Skills)
• Internal Collaboration (Soft Skills)
• Investor Prospecting (Soft Skills)
• Strategic Planning (Hard Skills)
• Public Relations (Soft Skills)

Job Summary: 

• Communicate via email, Google Meet, Slack, Telegram, and WhatsApp, and have a weekly report ready every Monday for what has been done and what will be done, based on a template
• Assist the VP of Investor Relations in all administrative activities and logistics and gathering information for the executive management team and investor communications
• Write copy such as marketing emails, newsletters, and investor updates, working directly with the CMO and VP of IR on messaging structure
• Conduct industry research and reach out to potential investors and strategic partners
• Provide support in organizing events, conferences, and meetups for the executive management, existing and potential investors and strategic partners
• Shape a compelling and transparent vision for the bank with external stakeholders (e.g., investors, analysts, etc).
• Advise key internal stakeholders (e.g., CFO, CEO, Exec Leadership Team, Board of Directors) on the most appropriate way to frame and communicate key messages.
• Proactively build relationships with current and prospective external stakeholders (investors, analysts, other IR directors at peers/competitors, etc).
• Synthesize key learnings from analyst/investor reactions to the bank's information releases
• General administrative duties (answering phones, maintaining calendars, booking travel, expenses, etc.)
• Coordinate internal and external (clients/prospects) calls and meetings
• Scheduling, report generation and preparation of meeting materials

Skills on Resume: 

• Administrative Support (Hard Skills)
• Investor Communication (Soft Skills)
• Content Writing (Hard Skills)
• Market Research (Hard Skills)
• Event Coordination (Hard Skills)
• Stakeholder Management (Soft Skills)
• Message Development (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Answer institutional and retail investor inquiries about the business, reports, and financial forecasts
• Collate financial forecasts, highlighting PR releases, and product updates
• Events in the offices around the world, setting up meetings and product demos
• Organize and attend IR conferences (physical and virtual)
• Create investor presentation materials in PowerPoint
• Keep track of investor contacts in the database
• Manage the office from an administrative perspective, such as office supplies, etc
• Manage the schedule and calendars for the Managing Partner and the Partner
• Manage travel needs, including website bookings, coordination with travel partners, and agents
• Expense report management and submission to the accounts team
• Assist with company events, virtual or in person, periodically
• Prepare company presentations, liaise with external senior management teams
• Work closely with the Funds and IR team to deliver high-profile roadshows, including full logistics

Skills on Resume: 

• Investor Communication (Soft Skills)
• Financial Reporting (Hard Skills)
• Event Coordination (Hard Skills)
• Presentation Preparation (Hard Skills)
• Database Management (Hard Skills)
• Office Administration (Hard Skills)
• Travel Coordination (Hard Skills)
• Expense Management (Hard Skills)