Careers / Investor Relations Specialist

VBO is looking for a positive, process-driven team member to join our shared services team.

Investor Relations Specialist

Responsible for investor relations, day-to-day banking operations for varying industries, including administrative tasks for select clients and various additional projects.

  • Primary contact for LP reporting functions
  • LP reporting email management
  • Updating and maintaining various investor portals to include uploading and distributing documents to investors
  • Investor portal question management
  • Onboarding new clients (reviewing and wrapping sub docs, creating master lists, welcome letters, setting up the investor portal, etc.)
  • Working with managers and or clients on investor communication
  • Excellent at creative problem-solving, analytical and quantitative skills along with sharp attention to detail, as well as strong time and work management skills.
  • Resourceful and motivated to find outside-the-box solutions to everyday client issues.
  • Excellent verbal and written communication skills.
  • Ability to continuously prioritize multiple projects in a fast-paced environment with a high degree of flexibility and high level of focus on quality, accuracy and confidentiality.
  • The commitment to independently complete tasks to reach the clients’ goals, which at times may require hours above the standard work week.
  • The ability to work across multiple software platforms, transferring and manipulating data.
  • Excellent working knowledge of Microsoft Suite, Adobe Acrobat X (and higher), and the ability to use accounting software.

Minimum of 4 years’ experience in an equivalent position. Previous work experience in professional office environment.

Please complete the following form and upload your resume for review.


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