At a Glance
- Tasks: Manage investor relations, oversee reporting, and ensure data accuracy for a hedge fund.
- Company: Boutique multi-strategy hedge fund with a focus on seamless investor service.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Join a fast-paced team and make a real impact in investor relations.
- Qualifications: 5+ years in Investor Relations or Marketing/Ops within a hedge fund.
- Other info: Collaborative culture with opportunities for innovation and process improvement.
The predicted salary is between 48000 - 72000 ÂŁ per year.
We have partnered with a boutique multi-strategy hedge fund who are seeking an experienced investor relations professional to ensure seamless investor service, maintaining data integrity and executing all logistical and reporting requirements for their funds.
Key Responsibilities:- Investment Reporting Management: Oversee the end‑to‑end coordination, production, and secure distribution of all quarterly and annual investor reporting, including performance updates, factsheets, due‑diligence materials, and tax/K‑1 statements, working closely with Fund Administrators and Investment teams.
- CRM Ownership: Take full ownership of the Investor Relations CRM—ensuring accurate, timely, and complete input of all investor interactions, pipeline activity, and meeting documentation.
- Investor Data Accuracy: Maintain and continually enhance the quality of all investor static data across five funds, including contact information, allocations, commitment amounts, and legal/reporting requirements.
- Due Diligence Support: Lead the preparation, customisation, and submission of Due Diligence Questionnaires (DDQs) and RFPs for prospective investors and consultants.
- Document Review: Conduct detailed proofreading of all external communications—newsletters, presentations, performance materials, and DDQs—ensuring accuracy, consistency, and compliance with approved regulatory wording.
- Compliance Coordination: Serve as the main liaison with the firm’s Compliance Officer to ensure all investor‑facing materials are reviewed and approved.
- External Partner Liaison: Act as the primary day‑to‑day contact for Fund Administrators, Custodians, legal/compliance advisors, and third‑party placement agents.
- Investor Meeting Coordination: Manage all logistics for investor and prospect meetings, conferences, and roadshows—virtual and in‑person—including scheduling across time zones, preparing materials, and coordinating travel for the COO and Partners.
- Query Handling: Respond promptly and professionally to inbound investor and prospect enquiries, delivering a high‑touch service experience.
- Marketing Support: Work with the Head of Marketing to update, maintain, and tailor core marketing collateral.
- Autonomous Delivery: Operate as a proactive self‑starter capable of managing multiple priorities independently within a lean boutique environment.
- Internal Collaboration: Coordinate effectively with investment and non‑investment teams to support business operations.
- Ad‑Hoc Projects: Contribute to operational initiatives, systems enhancements, and process improvement projects as needed.
- 5+ years of experience in Investor Relations or Marketing/Ops within a hedge fund
- Proven track record of working with compliance/legal teams
- Experience having used CRM systems, MS Office Suite and secure investor portals
Investor Relations Manager employer: Dartmouth Partners
Contact Detail:
Dartmouth Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Relations Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who have experience in investor relations. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the hedge fund industry. Be ready to discuss recent trends and how they impact investor relations. This shows you're not just another candidate; you’re genuinely interested in the field!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, send a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Check out our website for the latest job openings. We often post roles that might not be listed elsewhere, so keep an eye out and apply directly through us for the best chance at landing that Investor Relations Manager position!
We think you need these skills to ace Investor Relations Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Investor Relations Manager role. Highlight your experience in investor reporting and CRM systems, as well as any relevant compliance work you've done. We want to see how your skills match up with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about investor relations and how your background makes you the perfect fit for our team. Don't forget to mention any specific achievements that showcase your expertise.
Showcase Your Attention to Detail: Given the importance of accuracy in this role, make sure your application is free from typos and errors. We appreciate candidates who take the time to proofread their materials, as it reflects the diligence we expect in our Investor Relations Manager.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at Dartmouth Partners
✨Know Your Numbers
Make sure you’re familiar with the key metrics and performance indicators relevant to the hedge fund industry. Brush up on recent market trends and how they might impact investor relations. This will show that you’re not just knowledgeable but also genuinely interested in the field.
✨Master the CRM
Since CRM ownership is a big part of the role, be prepared to discuss your experience with CRM systems. Bring examples of how you've used them to enhance investor interactions or streamline processes. If possible, mention specific tools you’ve worked with and how they improved data accuracy.
✨Attention to Detail is Key
Given the importance of document review and compliance, highlight your attention to detail. Prepare to discuss instances where your proofreading skills made a difference, especially in high-stakes documents like performance reports or DDQs. This will demonstrate your commitment to quality and accuracy.
✨Showcase Your Relationship Skills
Investor relations is all about building strong relationships. Be ready to share examples of how you’ve successfully managed relationships with investors, fund administrators, or compliance teams. Highlight your communication style and how you handle inquiries to showcase your high-touch service approach.