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Acting as the primary point of contact for existing investors
Update and compile annual and quarterly data and statistics pertaining to investors and the business as a whole
Draft answers and respond to routine ad-hoc investor queries and requests based on available information
Liaise with investment teams and coordinate answers to address investor queries where information not readily available
Assist with the production and review for accuracy of investor reporting documentation
Complete regular investor reporting templates
Assist with ad-hoc investor calls and meetings as required, including internal scheduling and updating investor presentations and materials
Support the processing of investor transfers as required, including liaising with third party advisors ensuring relevant approvals have been obtained, internal approvals have been obtained and that relevant legal documents have been completed
The ideal candidate will be a newly qualified ACA accountant or an investment consultant who is looking to transition into investor relations. It is important the candidate is Excel literate as there will be transactions to analyse and present to investors.
Internal Number: 6574678
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