Investment Relations Associate

Position Summary

The Investment Relations associate will focus on assisting administration duties through our online portal and other sales tools. This covers assisting in data entries and audits of our online systems as well as direct correspondence with clients to assist in their request and support our sales team. The Team Member will work as part of the ZT Corporate Private Equity Team and report to the Manager in the day-to-day aspects of client relationships and support high client satisfaction.

• Prepare and maintain marketing materials, including presentations, and ad hoc requests.
• Proactively manage existing CRM system and online portal, ensuring
  • (1) all investor profiles are updated with recent meeting notes and documented next steps and
  • (2) consistent and prioritized communications with prospective investors.
• Assist with ad hoc investor requests regarding documentation or their investments.
• Attending and assisting at local investor events including setup, sign-ins, and requests for information from relevant parties.

• Strong written, verbal and presentation skills.
• Aptitude for numbers, accuracy and organization.
• Ability to work accurately and quickly under pressure.
• Creative problem-solving skills including the ability to identify, recommend and implement solutions.
• Ability to learn and adapt to new technologies and systems.
• Experience with MS Excel and other Microsoft suites.
• Ability to work in a collaborative environment that requires collaboration with multiple teams.