Job Description

ATG is looking for an Investor Relations professional. Our client is a private investment firm founded in 2001 that specializes in exclusive access to unique alternative investments.

Investor Relations

This position will be responsible for driving the ongoing service efforts for our clients Partner relationships. The individual will work very closely with all members of the Capital Formation group.

Key Responsibilities :

• Creating raving fans of the firm's existing Partners through operational and relational excellence
• Working within and across teams to deliver seamless onboarding for new Partner relationships
• Maintaining and managing activity related to Partner relationships within the firm’s CRM
• Preparing expense reports and other administrative support for the Managing Directors
• Coordinating Managing Director calendars, including scheduling and confirming meetings, preparing meeting materials, and handling post-meeting follow-up
• Experience in Financial Services, Investments, or Family Offices is preferred
• Series 65 License is a plus but not required

Your success as an Investor Relations will be measured by :

• Your ability to deliver quality work, on time, with excellent attention to detail
• Your ability to focus on finding ways to help our client's Team succeed and provide significant value to the firm's Partners
• Your capacity to work within and across teams to bring success to all members of the firm

Requirements :

• Ability to work in a fast-paced environment under strict deadlines
• Exceptional organizational and written communication skills with exacting attention to detail
• Proficient in Microsoft Office Suite, particularly Outlook
• Outgoing personality and the ability to interact with rooms full of people with confidence
• Team player with a strong work ethic
• Basic competencies in CRM software with an ability to expand
• Proficiency in Salesforce is a plus but not required

Compensation Structure :

• Base salary will be commensurate with experience
• Opportunity to earn quarterly bonuses based on the value added to the organization and firm's profitability
• After 30 days of employment, you will be eligible to participate in our Matching 401k plan
• We offer a generous PTO plan, along with an excellent Benefit Portfolio

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