At a Glance
- Tasks: Manage investor reporting, queries, and CRM systems while supporting senior team members.
- Company: Join a leading global hedge fund known for its tech-driven and collaborative culture.
- Benefits: Enjoy career development opportunities in a high-performing environment.
- Why this job: Be part of an innovative firm making waves in the finance world with a positive culture.
- Qualifications: 3+ years in client services or investor relations, preferably in finance.
- Other info: Work in a dynamic London office with a focus on collaboration and growth.
The predicted salary is between 48000 - 72000 £ per year.
OCR Alpha is partnering with a leading global systematic hedge fund, known for its collaborative, tech-driven, and research-led culture. The firm operates across all liquid asset classes and continues to expand its presence globally.
We’re looking for a motivated and detail-oriented Senior Investor Services professional to join their London office.
- Manage the production and distribution of investor reporting materials
- Coordinate responses to investor queries, covering fund activity, transactions, reporting, and operational matters
- Maintain and optimise CRM systems, managing investor pipelines and data integrity
- Organise and schedule investor meetings, supporting senior client-facing team members
- Liaise with internal stakeholders across investment, operations, legal and compliance functions, as well as external service providers
At least 3 years’ experience in a client services or investor relations role, preferably within hedge funds, asset management, or financial consultancy.
Experience with CRM systems and investor reporting.
A fantastic opportunity to join a successful, innovative firm with a positive, high-performing culture and a strong emphasis on career development.
Wanted Investor employer: OCR Alpha
Contact Detail:
OCR Alpha Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wanted Investor
✨Tip Number 1
Network with professionals in the hedge fund and asset management sectors. Attend industry events, webinars, or local meetups to connect with people who can provide insights or even refer you to opportunities at OCR Alpha.
✨Tip Number 2
Familiarise yourself with the latest trends in investor relations and client services within the financial sector. This knowledge will not only help you stand out but also demonstrate your commitment to staying updated in a fast-paced environment.
✨Tip Number 3
Showcase your experience with CRM systems by discussing specific tools you've used and how you've optimised them in previous roles. This will highlight your technical skills and your ability to manage investor data effectively.
✨Tip Number 4
Prepare for potential interviews by practising responses to common investor services scenarios. Think about how you would handle investor queries or coordinate meetings, as this will demonstrate your problem-solving skills and readiness for the role.
We think you need these skills to ace Wanted Investor
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Investor position at OCR Alpha. Understand the key responsibilities and required skills, such as experience in client services and familiarity with CRM systems.
Tailor Your CV: Customise your CV to highlight relevant experience in investor relations or client services. Emphasise your achievements in managing investor reporting materials and coordinating responses to queries, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for joining OCR Alpha. Mention specific experiences that align with their collaborative and tech-driven culture, and express your enthusiasm for contributing to their success.
Highlight Relevant Skills: In your application, make sure to highlight your experience with CRM systems and investor reporting. Provide examples of how you have maintained data integrity and organised investor meetings in previous roles.
How to prepare for a job interview at OCR Alpha
✨Know Your Numbers
As an Investor, you'll need to be comfortable with financial data. Brush up on key metrics related to hedge funds and asset management, as well as any recent trends in the market. This will help you demonstrate your expertise and understanding of the industry during the interview.
✨Showcase Your CRM Skills
Since the role involves maintaining and optimising CRM systems, be prepared to discuss your experience with these tools. Highlight specific examples of how you've used CRM systems to manage investor relationships and improve data integrity in your previous roles.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle investor queries. Prepare scenarios where you successfully managed challenging situations or resolved conflicts, particularly in a client services or investor relations context.
✨Emphasise Collaboration
Given the firm's collaborative culture, be ready to discuss how you've worked effectively with various teams in the past. Share examples of how you liaised with internal stakeholders and external service providers to achieve common goals, showcasing your teamwork and communication skills.