Beacon Hill
Investor Relations Associate - Investment Manager
Beacon Hill, Boston, Massachusetts, us, 02298
Investor Relations Associate - Investment Manager
Investor Relations Associate – Investment Manager
Boston, MA | Hybrid
About the role Our client, a Boston-based global investment manager, is hiring an Investor Relations Associate to support client service and investor operations. You’ll partner with internal teams and external providers to deliver accurate, timely communications, reporting, and account administration.
Responsibilities
Liaise with internal/external stakeholders (IR coverage, Compliance, Legal, Tax, Finance, Operations, Onboarding, fund administrator) to ensure high-quality client service.
Coordinate investor transactions and related workflows.
Monitor high-volume inboxes and route/resolve inquiries.
Track and deliver client reporting against tight deadlines.
Maintain investor account information on the investor portal.
Maintain and update process documentation.
Enter and maintain client data in CRM (e.g., Salesforce).
Qualifications
Detail-oriented with a strong client-service mindset.
Strong analytical and problem-solving skills.
Comfortable working with investors and cross-functional teams.
Self-starter with solid project management and follow-through.
Able to multitask and shift priorities under deadlines.
Proficient in MS Office (Excel, Word); Salesforce experience preferred.
Team player with a "no task too small" approach.
1‑2+ years in a client-facing role at an investment firm or financial services administrator preferred.
Compensation Competitive base and bonus and retirement contribution, in addition to top‑class employee benefits.
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
How to apply Interested in learning more about this opportunity or other similar searches in the marketplace? Confidentially apply today!
Equal Opportunity Employer Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California Residents Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Seniority level Entry level
Employment type Full-time
Job function
Accounting/Auditing and Finance
Industries: Capital Markets, Financial Services, and Investment Management
We look forward to working with you.
#J-18808-Ljbffr
About the role Our client, a Boston-based global investment manager, is hiring an Investor Relations Associate to support client service and investor operations. You’ll partner with internal teams and external providers to deliver accurate, timely communications, reporting, and account administration.
Responsibilities
Liaise with internal/external stakeholders (IR coverage, Compliance, Legal, Tax, Finance, Operations, Onboarding, fund administrator) to ensure high-quality client service.
Coordinate investor transactions and related workflows.
Monitor high-volume inboxes and route/resolve inquiries.
Track and deliver client reporting against tight deadlines.
Maintain investor account information on the investor portal.
Maintain and update process documentation.
Enter and maintain client data in CRM (e.g., Salesforce).
Qualifications
Detail-oriented with a strong client-service mindset.
Strong analytical and problem-solving skills.
Comfortable working with investors and cross-functional teams.
Self-starter with solid project management and follow-through.
Able to multitask and shift priorities under deadlines.
Proficient in MS Office (Excel, Word); Salesforce experience preferred.
Team player with a "no task too small" approach.
1‑2+ years in a client-facing role at an investment firm or financial services administrator preferred.
Compensation Competitive base and bonus and retirement contribution, in addition to top‑class employee benefits.
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
How to apply Interested in learning more about this opportunity or other similar searches in the marketplace? Confidentially apply today!
Equal Opportunity Employer Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California Residents Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Seniority level Entry level
Employment type Full-time
Job function
Accounting/Auditing and Finance
Industries: Capital Markets, Financial Services, and Investment Management
We look forward to working with you.
#J-18808-Ljbffr