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Investor Relations Senior Analyst, Full Time

Rancho Santa Margarita, CA
(Location move to Irvine tentatively in 2022)

Department: Investment Management

Direct Supervisor: Investor Relations Director

KIMC is seeking a Senior Analyst who will play an active role in the Investor Relations Operations team. The Senior Analyst must be a career-oriented team-player with a positive and proactive attitude, excellent attention to detail, and the ability to communicate clearly and effectively. There will be a client facing component to this role once the Senior Analyst has proven their ability to take ownership of the following responsibilities.

Responsibilities:

  • Assist with the review and organization of subscription documentation and investor forms
  • Manage and own CRM, including client onboarding, fundraising campaigns, and fund materials
  • Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports, annual disclosures
  • Prepare and distribute investor correspondence across all funds through CRM-based mail merge
  • Complete and/or delegate ad hoc investor, custodian, and wealth manager requests
  • Update and maintain marketing materials, including PowerPoint presentations and other documents
  • Document signature management and electronic maintenance of all related documents
  • Work with compliance department to ensure investor communication is compliant
  • Assist in event coordination for current and potential investors, including planning and set up, initial outreach, follow-up, coordinating schedules, event management, and gifts
  • Develop an understanding of how investors and wealth mangers operate to better service them

Qualifications:

  • Bachelor’s degree required
  • 3-5 years of relevant experience at an investment management, asset management, wealth management, investment consulting, or financial services firm
  • Paralegal experience is a plus
  • Must be adaptable, committed, and team-oriented, with flexibility to work long hours at times
  • Microsoft Office user
  • Highly organized, process-oriented
  • Excellent oral and written communication skills
  • Ability to work well under pressure and respond to shifting priorities
  • Excellent judgment and the ability to handle confidential information with complete discretion
  • Self-motivated, creative problem solver, with great time management skills

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