Job Summary: 

• Partner with numerous functions in the company, including corporate communications, commercial, finance and legal, to source data and information for the above external materials.
• Work together with IR team members to enable accurate and optimal creation, evolution and delivery of key messages, and to ensure that investor communications are aligned across all internal and external audiences.
• Assist in the maintenance and improvement of the IR CRM system, including logging meetings, feedback and producing IR KPI reports based on this information
• Develop and promote relationships with buy-side investors and sell-side analysts and gain experience communicating the company story to that audience
• Monitor industry and competitor developments, especially investor perception thereof, alert management and prepare proactive and reactive plans.
• Assist in the collation and distribution of investment banking research on Maersk and peers.
• Monitor investor relations best-practice developments and enable implementation.
• Provide accurate, consistent, and timely responses to all external inquiries from investors, analysts
• Gain facility with IR tools such as S&P Capital IQ and Bloomberg
• Assist in monitoring and upkeep of the IR website.
• Participate in the creation, development, and review of investor-facing communications materials, including corporate announcements, investor presentations, press releases, conference call scripts, and Q&As.

Skills on Resume: 

• Data Sourcing (Hard Skills)
• Message Alignment (Soft Skills)
• CRM Management (Hard Skills)
• Investor Communication (Soft Skills)
• Industry Monitoring (Hard Skills)
• Research Analysis (Hard Skills)
• Relationship Building (Soft Skills)
• Report Preparation (Hard Skills)

Job Summary: 

• Formulating and implementing a dynamic IR strategy and equity story for the capital/financial markets in line with the business strategy.
• Building and maintaining long-term and trusted relationships with existing and new shareholders, investors, research analysts, and stock exchanges.
• Organizing and conducting meetings with investors (conferences, calls, roadshows, capital markets day).
• Creating, drafting, and coordinating presentations for external and internal purposes.
• Maintaining and expanding analyst coverage, researching analyst reports and databases, as well as preparing benchmark, competitive and market analyses.
• Proactively inform and advise the Management Board accordingly.
• Formulating, realizing, and monitoring IR positioning.
• Collecting, analyzing, and interpreting data for use in external messaging, reported results, and consensus reporting.
• Gathering and synthesizing the opinions, expectations, and perceptions of the financial markets with respect to Avantium.
• Working closely with the Director of Communications on translating the IR positioning into the ambitious Communications and Media Relations strategy to advance the position of Avantium.

Skills on Resume: 

• IR Strategy (Hard Skills)
• Stakeholder Management (Soft Skills)
• Investor Relations (Soft Skills)
• Presentation Development (Hard Skills)
• Market Analysis (Hard Skills)
• Data Interpretation (Hard Skills)
• Communication Strategy (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Coordination with SBI Branches in the Region/Location.
• Assume full accountability for all aspects of sales in the Branch
• Coordination with SBI Branches in the Circle/RBO/Location.
• Be responsible for a Relationship Manager is sells SBIMF products at the location and areas in and around the identified location, and Relationship Building for generating sales.
• Prospecting of customers through New client acquisition, network, database, References, and open market.
• Liaising with his investors/distributors/banks/institutions, depending on selling/targeting specific schemes as identified by the Business Head.
• Co-ordination and Organizing Investor Awareness Programs
• Building and maintaining healthy business relations with customers, enhancing customer satisfaction, and securing repeat business.
• Penetrate all targeted key accounts and originate upselling opportunities
• Ensure adherence to sales processes and requirements.
• Achievement of the monthly, quarterly, and yearly business plan.

Skills on Resume: 

• Sales Management (Hard Skills)
• Client Acquisition (Hard Skills)
• Relationship Building (Soft Skills)
• Customer Retention (Soft Skills)
• Market Prospecting (Hard Skills)
• Account Penetration (Hard Skills)
• Team Coordination (Soft Skills)
• Process Adherence (Hard Skills)

Job Summary: 

• Partner with internal stakeholders and senior executives to develop financial presentations, Q&A documents, and other relevant materials.
• Work closely with key stakeholders to build the infrastructure to support the company’s current and future business reporting requirements.
• Develop and maintain an Investor CRM Database.
• Take full ownership of the investor relations process.
• Oversee investor relations processes and procedures.
• Manage new and existing investor relationships.
• Take full ownership of managing all aspects of fundraising efforts.
• Develop and manage relationships with current key analysts and investors
• Build new relationships with potential analysts and investors.

Skills on Resume: 

• Financial Reporting (Hard Skills)
• Stakeholder Management (Soft Skills)
• CRM Management (Hard Skills)
• Investor Relations (Soft Skills)
• Fundraising Management (Hard Skills)
• Relationship Building (Soft Skills)
• Process Oversight (Hard Skills)
• Presentation Development (Hard Skills)

Job Summary: 

• Proactively collaborate with IR colleagues to understand key donor/investor interest areas, relationship objectives, and content needs.
• Identify, create, and manage content that supports engagement throughout the investor/donor lifecycle, including meetings, proposals, diligence, reporting, trips, and events.
• Support, fund summaries, investor reports, impact briefs, the annual report, annual appeals, gift acknowledgments, and a select number of strategic communication pieces.
• Serve as the content owner for all donor and investor-related content, overseeing ongoing relevance, accuracy, and compliance across distribution channels (website, reporting, communication pieces, etc.).
• Oversee the content plans, production schedules, review, and delivery of the above-mentioned communication pieces and approval processes for all donor/investor-related content, working with subject matter experts to ensure accuracy and SEC compliance.
• Track and evaluate data related to the effectiveness of investor communications and provide analytical insights to inform investor relations strategy.
• Collect, catalog, and ensure sufficient volume of high-quality and relevant photos, stories, and videos that bring the impact of GP’s funds to life
• Tracking usage as well as timelines and plans for replenishing needed communications assets.

Skills on Resume: 

• Content Management (Hard Skills)
• Investor Communication (Soft Skills)
• Data Analysis (Hard Skills)
• Stakeholder Collaboration (Soft Skills)
• Report Writing (Hard Skills)
• Compliance Oversight (Hard Skills)
• Project Coordination (Soft Skills)
• Media Curation (Hard Skills)

Job Summary: 

• Structure and store content for optimal and efficient use in standard and customized communications, ensuring traceability of source data, approvals, and external distribution.
• Utilize templates and work with external support to design the above-mentioned digital and print communication pieces, ensuring a compelling end-product.
• Manage the website and delivery of content across distribution channels, including the investor portal, eblasts, and print mailings.
• Manage all back-end tools, technologies, and vendors involved in the above, ensuring seamless integration with GP’s Investor Relations and Operations functions and excellence in experience for all investors.
• Work closely with GP’s Finance and Operations team to drive continuous improvement and systems integration.
• Stay up to date on best practices in email and web communications.
• Maintain and facilitate the usage of the GP logo, business cards, electronic signatures, GP letterhead, etc.
• Ensure assigned work is delivered on time and within budget.

Skills on Resume: 

• Content Structuring (Hard Skills)
• Digital Design (Hard Skills)
• Website Management (Hard Skills)
• Vendor Coordination (Soft Skills)
• Systems Integration (Hard Skills)
• Process Improvement (Soft Skills)
• Brand Management (Hard Skills)
• Time Management (Soft Skills)

Job Summary: 

• Establish and maintain an investor register and records
• Complete investor know the client (“KYC”) and anti-money-laundering (“AML”) processes in accordance with local regulatory requirements
• Processing and confirming subscriptions, redemptions, and transfers
• Processing capital calls and distributions
• Production and issuance of investor reports and notices
• Attend to investor inquiries
• Provide feedback to fund managers.
• Maintaining a personal investor access portal up to date to view real-time data on outstanding KYC/AML and investor reporting and documentation
• Communicating, maintaining relationships with and meeting the expectations of investors, investment managers, auditors and other fund participants
• Communicating and liaising with internal fund specialists, Legal, Compliance and Financial team.

Skills on Resume: 

• Investor Management (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Transaction Processing (Hard Skills)
• Report Generation (Hard Skills)
• Client Communication (Soft Skills)
• Data Maintenance (Hard Skills)
• Relationship Management (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)

Job Summary: 

• Booking, processing, reviewing subscriptions, redemptions, transfers, and all investor trade-related transactions in accordance with company procedures
• Prepare trade packages and make sure all required compliance documents are on file and have been completed correctly and in full
• Send out trade acknowledgments and investor contract notes
• Send out monthly NAV statements
• Run diagnostic checks and properly handle any warnings/notices produced by PFS
• Reconcile differences on NAV or shares in cooperation with the Accounting Dept
• Liaise with the auditors of the Fund
• Distribution of Offering Memorandum, subscription documents, annual financial statements, and any other fund/investor-related information
• Preparing wire payments for redemption, dividends and distributions
• Review incoming SWIFT wires related to subscription requests to ensure compliance with company policy
• Handle client calls in response to written inquiries, and/or inquiries received over the phone with respect to investor transactions or account information
• Respond to investor inquiries with respect to subscription and redemption notices, deadlines, and procedures specific to each fund
• Inform Investment Managers of incoming trades (subscriptions, redemptions, transfers and switches)
• Request the necessary due diligence documentation as per the Compliance procedures in place
• Following ongoing Due Diligence procedures to ensure compliance of underlying investors and all transactions at all times
• Track pending and unresolved requests for resolution purposes
• Provide exceptional customer service

Skills on Resume: 

• Transaction Processing (Hard Skills)
• Compliance Management (Hard Skills)
• Document Preparation (Hard Skills)
• NAV Reconciliation (Hard Skills)
• Audit Coordination (Soft Skills)
• Wire Processing (Hard Skills)
• Due Diligence (Hard Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Manages the quarterly earnings call process and helps draft earnings release, presentation, script, and Q&A for executives
• Manage ongoing investor calendar for conferences and individual meetings, including timing, messaging, attendees and speakers
• Updates IR presentations and fact sheets
• Prepare timely reports for senior leadership, including analyses of stock performance, peer benchmarking, analyst research, investor interactions and Wall Street consensus
• Accumulates and analyzes sell-side financial models along with and peer group financial performance and projections
• Consistently monitor share price, volume, short positions, shareholder profile changes and other trading dynamics
• Ensure Regulation Fair Disclosure (FD) compliance during all investor events, including conference presentations, meetings and conference calls
• Work closely with FP&A to create and maintain various analyses and presentations of internal performance and activity data

Skills on Resume: 

• Earnings Management (Hard Skills)
• Investor Scheduling (Soft Skills)
• Presentation Updating (Hard Skills)
• Financial Analysis (Hard Skills)
• Market Monitoring (Hard Skills)
• Compliance Oversight (Hard Skills)
• Data Reporting (Hard Skills)
• Stakeholder Coordination (Soft Skills)

Job Summary: 

• Finds, supports, and encourages prospective investors by broadening awareness and interest through direct approach, conferences, presentations, meetings, and other relevant media and uses targeting to identify appropriate investors for fundraising.
• Provide up-to-date information about the company’s operations, financial statements to current and potential shareholders, as well as third-party equity research analysts.
• Creates investment messages based on value drivers in collaboration with the board, the Director, and management
• Collaborate with the board and Director on the development of the IR strategy, operating plan, and budget
• Develop, implement and manage investor relations programs, liaise between analysts, investors, and investment stakeholders
• Collaborates with Corporate Planning and Analysis, Public Accounting, Corporate Communications, and Law
• Educates and updates investors and analysts by keeping shareholders knowledgeable about the company, resolving investors’ inquiries and developing corporate responses.
• Supports the investors’ decision-making processes through visits to institutions, individual meetings, visits by analysts and investors to company facilities, and meetings with appropriate senior leaders
• Reviews relevant competitive and comparative industry and company trends and results, reporting them to senior management on a timely basis
• Develop an annual schedule of investor relations events.
• Speaks on behalf of the company at investment presentations, institutions, individual meetings, and discussions, and with the media
• Communicate all matters related to the investors that bridge the gap between the management and the investors, especially roles related to strategy, business plan, budget, and annual results, to help investors make informed decisions in their actions regarding the company’s equity.

Skills on Resume: 

• Investor Outreach (Soft Skills)
• Financial Communication (Hard Skills)
• Message Development (Hard Skills)
• Strategy Collaboration (Soft Skills)
• Program Management (Hard Skills)
• Stakeholder Liaison (Soft Skills)
• Investor Education (Soft Skills)
• Industry Analysis (Hard Skills)

Job Summary: 

• Create content for financial and strategic press releases, presentations, and Q&As
• Monitor and analyze competitor results and industry news flow, providing valuable insights to Management
• Produce quarterly Board reports
• Be the lead on the production of comprehensive investor briefing packs for the CEO and the CFO
• Manage the delivery of results, releases, and trading updates
• Organize the calendar and logistics for roadshows, conferences, and other events
• Be responsible for the Investor Relations section on the website
• Monitor the development of IR best practices and tools, and drive their implementation
• Build relationships and collaborate across the broader finance and business communities.

Skills on Resume: 

• Content Creation (Hard Skills)
• Competitor Analysis (Hard Skills)
• Report Production (Hard Skills)
• Investor Briefing (Hard Skills)
• Event Coordination (Soft Skills)
• Website Management (Hard Skills)
• Best Practices Implementation (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)

Job Summary: 

• Reports to the Head of Global Account Management
• Plays a key role in the firm’s institutional client interactions and the team’s mission to broaden the firm’s mindshare among the institutional investment community.
• Helps the institutional investors get access to the databases.
• Assists with the prompt and accurate completion of quarterly and monthly reports.
• Assists with responding to Requests For Proposals (RFPs).
• Responds promptly and accurately to information requests from clients.
• Assists team members with meeting preparation, materials, and logistics, and participates in meetings.
• Works alongside the Senior Relations Associate in the completion of all related tasks.

Skills on Resume: 

• Client Relations (Soft Skills)
• Report Preparation (Hard Skills)
• Data Management (Hard Skills)
• RFP Coordination (Hard Skills)
• Information Handling (Hard Skills)
• Meeting Support (Soft Skills)
• Team Collaboration (Soft Skills)
• Institutional Engagement (Soft Skills)

Job Summary: 

• Contribution to IR Com strategy, Equity story key messages
• Preparation of materials and content feed for Press Release, PPT, and Analytical (eg, Q&A and Benchmark)
• Collaboration and Interaction with internal stakeholders, including BG CFOs, FIN (Controlling, Consolidation,…), Legal, and COM departments
• Organization of the publication process, including IR-related conference calls, Webcast, including pre- and post-event
• Monitor external Business Environment Intelligence, in particular whereas related to business drivers/trends, financials, performance, and strategic development, to feed IR presentation materials and research
• Manage IR-related content posting and publication process, with support from 3rd third-party Agency
• Drive, as an IR interface, in collaboration with external 3 rd party service providers
• Manage Back-office and IR tools
• Distribution platform, IR CRM, conference call preparation (tests, IT)

Skills on Resume: 

• Strategic Messaging (Soft Skills)
• Content Preparation (Hard Skills)
• Stakeholder Collaboration (Soft Skills)
• Event Organization (Soft Skills)
• Market Monitoring (Hard Skills)
• Content Management (Hard Skills)
• Vendor Coordination (Soft Skills)
• CRM Management (Hard Skills)

Job Summary: 

• Contributing to building and maintaining long-term trusted and professional relationships with institutional investors, analysts, and financial media
• Organizing and conducting meetings with investors (conferences, calls, roadshows, capital market days).
• Maintaining and expanding analyst coverage, researching analyst reports and databases, as well as preparing benchmark, competitive and market analyses
• Proactively inform and advise the company's senior management
• Formulating, realizing and monitoring IR positioning. 
• Collect, analyze and interpret data for use in external messaging, reported results and consensus reporting. 
• Gather and synthesize the opinions, expectations and perceptions of the financial markets with respect to the company
• Translating non-financial, strategic and sustainability-oriented facts into compelling messages that support the dialogue with international analysts, investors and the general public

Skills on Resume: 

• Relationship Management (Soft Skills)
• Event Coordination (Soft Skills)
• Market Analysis (Hard Skills)
• Management Advising (Soft Skills)
• IR Positioning (Hard Skills)
• Data Interpretation (Hard Skills)
• Market Perception (Hard Skills)
• Strategic Communication (Soft Skills)

Job Summary: 

• Support the development, management, and execution of long-term IR programs for clients
• Work with client account leaders to provide daily logistical and strategic IR support to clients
• Draft and review Wall Street-related corporate communications materials (i.e., press releases, earnings and other conference call scripts, corporate presentations, Q&A sheets, websites, and messaging documents)
• Conduct industry research, including peer monitoring and targeting analyses
• Manage the planning of investor conferences, Analyst/Investor Days, and other industry events
• Develop client solutions while planning and prioritizing client activities to manage relationships
• Support company-wide marketing materials and new business development projects
• Identify issues to improve clients, maintain news flow and earnings calendars

Skills on Resume: 

• Program Management (Hard Skills)
• Client Support (Soft Skills)
• Content Development (Hard Skills)
• Industry Research (Hard Skills)
• Event Planning (Soft Skills)
• Relationship Management (Soft Skills)
• Business Development (Hard Skills)
• Issue Identification (Hard Skills)

Job Summary: 

• Lead the capital raising process for a private equity business in coordination with the senior management team.
• Identify potential investors and develop proper points of access, both direct and indirect, in order to develop relationships for capital raising with consultants, pension funds, foundations/endowments, institutional/corporate, and high net worth investors, etc.
• Work with senior management to establish investor relations policies and procedures to ensure efficient and economic delivery of quality investor communications.
• Monitor practices to ensure that policies and procedures are being adhered to.
• Participate in raising capital from diverse types of institutions, including university endowments, foundations, large family offices, public and corporate pension funds, and funds-of-funds.
• Responsible for meeting with and disseminating information to investors and prospective investors.
• Coordinate the preparation of quarterly and annual investor reports.
• Prepare presentation materials for fundraising meetings and annual investor meetings.
• Provide timely and appropriate reporting and documentation to senior management.
• Develop a thorough understanding of the BP Fast investment strategy and the ability to successfully articulate that strategy to the market.
• Organize meetings with investors to review investment strategy and performance.

Skills on Resume: 

• Capital Raising (Hard Skills)
• Investor Identification (Hard Skills)
• Policy Development (Hard Skills)
• Compliance Monitoring (Hard Skills)
• Investor Communication (Soft Skills)
• Report Preparation (Hard Skills)
• Presentation Development (Hard Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Oversee timely and accurate responses to investors.
• Create memorandums and marketing materials.
• Identify and analyze trends in the industry and recommend investment strategies and opportunities.
• Coordinate marketing meetings with prospective investors.
• Assist with promoting the Corporate Brand, including the website.
• Interface with investment bankers, the brokerage community and investors and be able to speak credibly about the investment process to develop investment opportunities.
• Work hand in hand with the Acquisitions and Development teams in underwriting, financial modeling, project finance and transaction documentation.
• Assist with financings of new deals and refinancing of existing properties.
• Seek out new lenders, regularly update debt list.
• Participate with senior management and investment committees in the strategic planning, development and execution of investment goals/strategies.
• Strategic, creative thinker with experience providing and interpreting data and analysis to support the development of new and innovative investment products.
• Understand and underwrite investment risks and skill to identify methods to mitigate those risks.

Skills on Resume: 

• Investor Communication (Soft Skills)
• Marketing Development (Hard Skills)
• Industry Analysis (Hard Skills)
• Meeting Coordination (Soft Skills)
• Brand Promotion (Soft Skills)
• Financial Modeling (Hard Skills)
• Deal Structuring (Hard Skills)
• Risk Assessment (Hard Skills)

Job Summary: 

• Work with the team in preparing accurate and complete fundraising and investor due diligence documents for Talino Venture Labs and its portfolio companies
• Work with the team in preparing accurate and complete investor reports for Talino Venture Labs and its portfolio companies
• Assist in the preparation of investor pitches and pitch-related collateral
• Assist in the execution of investor-related events such as roadshows, open houses, meetings, webinars–whether in-person, hybrid, or virtual
• Assist in the proper maintenance of investor relations information
• Studying, gathering, and analyzing the operating environment, the Bank’s financial and non-financial performance, strategy, and other related information
• Preparing financial and non-financial presentations, reports, and other related information to internal and external stakeholders
• Meeting with shareholders, investors, and analysts to communicate the operating environment, the Bank’s financial and non-financial performance, and other related information
• Providing support to the activities and operations of the Investor Relations Unit and Office of Corporate Secretary (e.g., Annual Report, Sustainability Development Report, Analyst Meeting, Non-deal Roadshow, Annual General Meeting, Shareholder Analysis, etc.) and other ad hoc assignments.
• Manage the Investor Relations inbox, responding to queries and completing reports

Skills on Resume: 

• Document Preparation (Hard Skills)
• Investor Reporting (Hard Skills)
• Pitch Development (Hard Skills)
• Event Coordination (Soft Skills)
• Data Management (Hard Skills)
• Financial Analysis (Hard Skills)
• Stakeholder Communication (Soft Skills)
• Administrative Support (Soft Skills)

Job Summary: 

• Manages the communication to members from a policy and execution perspective
• Engages with existing and potential new members to strengthen relations and attract new funding
• Takes a leading role with respect to capital raising policies and investor journeys, in collaboration with the sales and marketing colleagues and the investor support unit
• Prepares quarterly reports to the OISF board
• Leads the annual preparation of the prospectuses for the Oikocredit member shares and the OISF depository receipts, in collaboration with internal and external legal counsel
• Leads the preparation of market analysis and capital inflow performance monitoring, proposes and refines KPIs
• Handles input and validation of shareholder instructions in the PFS Paxus transfer agency system.
• Handles AML/KYC on new investors on an ongoing basis.
• Prepares investor risk assessments and performs periodic reviews.
• Produces shareholder reports for internal and external purposes.
• Manages and follows cash processes of various counterparties.
• Ensures adherence to all established procedures and controls, as well as all specifics for particular clients.
• Handles early retail investor communications
• Gathers valuable insight from investors via email and phone calls

Skills on Resume: 

• Investor Communication (Soft Skills)
• Relationship Management (Soft Skills)
• Capital Raising (Hard Skills)
• Report Preparation (Hard Skills)
• Market Analysis (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Risk Assessment (Hard Skills)
• Process Adherence (Hard Skills)

Job Summary: 

• Processing of Investor transactions
• Reviewing Due Diligence documents at the investment stage.
• Liaising with clients/investors for missing KYC
• Ensuring that all procedures are followed during investor onboarding and ongoing monitoring of investors
• Ensuring investor statements are sent out in accordance with the offering documents
• Assisting in the day-to-day activities in line with internal and external SLA timeframes
• Assisting the Funds Team in all operations and controls, performing Anti-Money Laundering (AML) checks, and FATCA/CRS reviews.
• Serving as the system administrator and lead BA for the firm's digital investment platform, iCapital Network
• Facilitating and coordinating the subscription process
• Running UAT on system implementation and upgrades, and documenting results
• Assisting with reference data management initiatives
• Handling day-to-day processing and reviews of investor trades
• Carrying out AML checks and reporting of shareholder trading activity
• Processing of subscriptions and requests, and handling queries

Skills on Resume: 

• Transaction Processing (Hard Skills)
• Due Diligence (Hard Skills)
• Client Liaison (Soft Skills)
• Investor Onboarding (Hard Skills)
• Compliance Monitoring (Hard Skills)
• System Administration (Hard Skills)
• Data Management (Hard Skills)
• Process Coordination (Soft Skills)