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Job Views:  
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Applications:  204
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Job Code

1715894

ALTInvest - Manager - Investor Relations

Altinvest.5 - 10 yrs.Mumbai
Posted 1 month ago
Posted 1 month ago

Investor Relations Manager


Alt is backed by marquee private equity and venture funds like WestBridge Capital, Lightspeed Venture Partners, Beenext and Pravega Ventures. In Jun'22, Alt raised - 347 crores led by WestBridge in a Series B round.

Roles & Responsibilities :

- Manage distributor and investor queries for Alt products across all asset classes.

- Serve as the primary point of contact for existing and prospective HNI investors of Alt's products including AIF, PMS and others.

- Act as the primary point of contact for all distribution-related queries, including distribution agreements, brokerages, client inquiries, emails, due diligence questionnaires, additional ad hoc requests and more.

- Manage end-to-end investor onboarding, including documentation, KYC, compliance checks etc.

- Work with internal teams to prepare client communication content including distributions, calculations for waterfalls such as capital repayment, hurdle rates, fees, and related components.

- Hone a strong understanding of distribution partner and platform operations.

- Liaise with internal departments (Legal & Compliance, Finance, Operations, etc.) to ensure smooth information flow and timely deliverables.

- Support fund management activities including capital calls, distributions, and investor reporting.

- Address investor queries professionally and promptly.

- Assist in preparing investor communication, presentations, MIS reports, and periodic fund updates.

- Maintain accurate investor data, documentation, and compliance records.

- Work closely with Finance, Compliance and Operations teams to understand taxation-related aspects relevant to investor queries and fund structures.

- Create and manage support tickets on the internal ticketing system and ensure timely escalations where necessary.

Criteria :

- Minimum 3 years in Investor Relations, Fund Operations, Fundraising, or Alternative Investment roles (REITs, AIFs, PMS, or real estate funds).

- Bachelor's or Master's in Finance, Commerce, Economics, or related fields with strong academic record. Additional certifications like CFA, CA, or MBA (Finance) are a plus.

- Strong understanding of alternative investment funds (AIFs), portfolio management schemes (PMS), investment advisory (RIA) is essential.

- Excellent analytical and communication skills (verbal and written).

- Strong understanding of KYC/AML, investor onboarding, fund administration, and basic taxation concepts.

- Proficient in MS Office, CRM tools, and digital investor platforms.

- High attention to detail, organizational skills, and ability to manage multiple stakeholders.

- Assertiveness, empathy and professional conduct while dealing with investor concerns.

- Professional, proactive, and comfortable liaising with investors, fund managers, and internal teams in a fast-paced environment.

Location : Mumbai (One BKC)

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Job Views:  
1112
Applications:  204
Recruiter Actions:  70

Job Code

1715894

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