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.

Responsibilities
  • 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
Requirements
  • 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.
Education/Experience

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.

    YesNo
    YesNo

    Don't see what you're looking for?

    Contact Us