Investor Relations Manager

Company Overview

A wealth management service organization with approximately $800 million in assets under management is seeking an Investor Relations Manager. This role will focus on managing investor relations for a pooled investment vehicle, ensuring effective communication and compliance with regulatory obligations.

• Serve as the primary point of contact for investors in the Fund and maintain professional, proactive, and responsive communication throughout the investor lifecycle.
• Oversee the preparation, review, and distribution of investor communications, including capital statements, periodic reports, notices, subscription materials, and other investor-facing correspondence.
• Direct and oversee the Administrator’s investor relations team to ensure investor servicing activities are performed in a timely, accurate, and consistent manner.
• Act as a principal liaison among the Fund, the Administrator, compliance personnel, and other service providers with respect to investor-related matters.
• Oversee investor onboarding and ongoing account maintenance, including subscriptions, AML/KYC documentation, transfers, redemptions, and investor information updates.
• Monitor the completeness and accuracy of investor records, contact information, capital activity records, and related data maintained by the Administrator.
• Review investor reporting prepared by the Administrator to ensure accuracy, completeness, and consistency with Fund governing documents and applicable requirements.
• Develop investor reports as needed to support ongoing investor communications and information requests.
• Maintain ownership of offering documents, side letters, investor notices, and other Fund governance-related investor materials, including supporting their accuracy, organization, and ongoing maintenance.
• Coordinate the preparation, review, and distribution of offering documents, side letters, investor notices, and other Fund governance-related investor materials with internal and external stakeholders.
• Manage investor inquiries, requests, and service issues in a timely and professional manner, including escalation of complex matters where appropriate.
• Coordinate with internal and external stakeholders to support compliance with applicable Cayman Islands requirements, Fund governing documents, and investor-related regulatory obligations.
• Establish, monitor, and enhance procedures and controls relating to investor servicing activities performed by the Administrator to promote operational effectiveness and service quality.
• Provide management with regular updates regarding investor relations activity, service issues, investor concerns, and other matters affecting investor servicing.
• Support investor meetings, due diligence processes, and ongoing investor information requests by coordinating responses across internal teams and the Administrator.
• Track and help ensure implementation of investor-specific rights, obligations, and reporting requirements arising underside letters or similar arrangements.
• Identify and implement opportunities to strengthen investor servicing, communication practices, and coordination with the Administrator to improve the overall investor experience.

• Bachelor’s degree in finance, accounting, business administration, economics, or a related field
• Minimum of 7 years of relevant experience in investor relations, fund administration, client service, fund operations, or a related function within the asset management, hedge fund, private fund, endowment & foundation, or alternative investment industry.
• Extensive experience with private pooled investment vehicles and institutional or sophisticated investors.
• Working knowledge of Cayman Islands fund structures, fund governing documents, AML/KYC requirements, and related investor servicing obligations preferred.
• Strong understanding of private pooled investment vehicle structures, including hedge funds, private funds, and other alternative investment products.
• Advanced Microsoft Office skills

• Salary: $150,000 – $200,000

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