Investor Relations Role - BFSI

Role and Responsibilities:

- Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform

- Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)

- Leverage knowledge about our investments solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary

- Work with senior team members to develop and help drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business

- Oversee quality control checks to ensure data integrity and accuracy for content created by the team

- Assist in developing and updating presentations and marketing materials for clients and internal meetings

- Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.