Head of Investor Relations

L7

confidential companyNew York, NY2 days ago
An $8 billion plus Credit Specialty manager investing across the capital structure inclusive of High Yield/Bank Loans/Convertible and Equities, with offices in New York and London. We currently employ over 50 people and operate with a strong, performance-driven, entrepreneurial culture. The firm has both Long Only and Alternative Strategies.
Position Overview: The firm seeks to hire a Head of Investor Relations (IR) professional, with the primary objective of managing a team of 6 plus investor relations personnel. The ideal candidate should have a demonstrated history of successfully leading an investor relations team, exceptional client engagement skills, a strategic approach to cross-selling, and strong technical expertise in relevant products. Additionally, the candidate should have extensive experience managing separate accounts, including institutional private/public pensions, insurance companies, and/or private wealth, as well as overseeing allocations within defined contribution and retirement plans.
Responsibilities: The primary objective, among others, is to retain and grow assets while expanding relationships by: Overseeing a team of IR professionals responsible for maintaining comprehensive account coverage throughout the life cycle of the client Ensuring the seamless execution of three core investor relations functions: client deliverables, client account management, and product management across the firm’s various strategies Proactively develop opportunities to retain and cross-sell the firm’s solutions Oversee and/or participate in portfolio reviews with/without portfolio managers across the firm’s solutions Manage internal and external information flow, consistently at all levels between the firm and its clients. Participate in client quarterly and annual updates. Coordinate product presentations/marketing materials, communications, performance, and ad-hoc discussions Responsible for the team managing and responding to RFPs, RFIs, and questionnaires while ensuring the CRM system is accurately maintained and well-organized Develop and maintain strong, transparent, and proactive communication with current and prospective clients Establish institutional best practices and monitor best practices for KPI’sDevelop and execute comprehensive product business plans across the firm’s solutions to drive growth Collaborate with the team to identify and develop leads and business opportunities Coordinate all efforts with Executive Management, including but not limited to other members of the investor relations and investment teams Adhere to the firm’s guidelines, handbook, and compliance standards Collaborate with senior management to develop and execute investor relations strategies that support the business objectives and long-term growth plans. Ensure all activities comply with the relevant regulations and ethical standards; and uphold the firm’s commitment to transparency and integrity in all interactions
Requirements: Strong understanding of investment management, credit-oriented asset classes, high yield/leveraged loans Minimum 12+ years of relevant experience Demonstrated leadership capabilities with a track record of effectively managing teams and collaborating cross-functionally in a fast-paced, competitive work environment Integrity, professionalism, and a commitment to upholding the highest standards of ethical conduct Strategic mindset with the ability to think critically, analyze data, and develop actionable insights to drive business performance Exceptional communication and interpersonal skills with the ability to engage effectively across a diverse range of stakeholders Open to travel as required for the roleA strong academic record from a top-tier undergraduate or graduate institution, preferably with a concentration in business, finance, economics, or a related field. MBA and/or a CFA preferred
Apply now
Apply now

Level

ManagerL7

Location

New York, NY

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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