At a Glance
- Tasks: Manage investor relations, build relationships, and support fundraising efforts.
- Company: Join Wealt, a dynamic private markets co-investment platform in London.
- Benefits: Competitive salary, performance bonuses, equity participation, and professional development support.
- Other info: Opportunity for career growth and direct exposure to senior leadership.
- Why this job: Be part of a lean team making real impacts in investor relations from day one.
- Qualifications: 1-6 years in investor relations or related fields; strong communication and analytical skills.
The predicted salary is between 58500 - 71500 £ per year.
Wealt is a London-based, principal-led private markets co-investment platform for sophisticated investors across EMEA: HNWIs, family offices and post-exit founders. We source, research and structure high-conviction opportunities, and we commit our own capital in every transaction before inviting investors to co-invest alongside us. We pair institutional access and proprietary research with a digital-first experience, and we manage the full investment lifecycle end to end, from structuring the vehicle to investor updates and exit.
Role overview
You will be the engine of Wealt's investor relations: running the pipeline, the materials and the investor experience, working day-to-day with our Head of Investor Relations and directly with the Founder. This is an early seat in a team we are deliberately keeping lean and AI-native, so you will own real outcomes from the first month.
Our investor relations has two sides. A high-touch family office side, led by the Head of IR, builds long-term relationships with family offices and distribution partners across Europe, the Middle East, Turkey and Asia. A digital, platform-led side brings HNWIs and post-exit founders to Wealt. You will work across both and help build the latter from the ground up with strong HNWI relationship management.
This is not a pure sales role and not an admin role. We're building long-term relationships with sophisticated investors through regular meetings, high-pace growth and lead generation, preparing investor decks, full product development cycles with the tech team, running the CRM that shows where every relationship stands, and being a trusted, knowledgeable contact for our investors.
What you'll do
- Fundraising and pipeline: Own the investor pipeline in HubSpot; research and map prospects ahead of outreach; prepare briefing notes before meetings; run co-investment and fund launch campaigns; support relationships with distribution partners.
- Investor materials and communication: Draft and maintain investor materials; write quarterly investor updates; keep every piece accurate and consistent.
- Digital investor acquisition: Work with marketing and engineers to turn content into qualified leads; qualify inbound interest; use data to optimise channels and messages.
- Investor experience and account management: Be the first point of contact for investors; hand new investors to Investment Operations for onboarding; plan regular touchpoints with existing investors.
- Events and network: Organise investor dinners, briefings and webinars; represent Wealt at industry conferences.
- Process, systems and AI: Build IR workflows; report weekly on pipeline; team up with technology to bring new product features.
What we're looking for
- Must-haves: 1–2 years (Analyst) or 2–6 years (Associate) in investor relations or a client-facing role; a working grasp of private markets; clear, polished writing; confidence with senior investors; disciplined pipeline habits; strong Excel or Google Sheets and PowerPoint skills; comfortable owning outcomes in a small team.
- Strongly preferred: A degree in Finance, Economics, Business or a related field; an existing network among family offices; experience with HubSpot or similar CRM; daily use of AI tools; familiarity with the FCA regime.
- Nice to have: CFA Level I, CISI or IMC; experience organising investor events; proficiency in French, German, Arabic or another European language.
What we offer
- Full-time: London office
- Competitive salary, performance bonus linked to capital raised, and equity participation
- Direct exposure to the Founder and Head of IR
- Live deals in leading late-stage private companies
- Support for professional qualifications and industry events
- Real ownership from day one
Wealt is an equal opportunity employer committed to diversity and inclusion across all dimensions.
Investor Relations Analyst / Associate Investor relations · London · Full time View role → employer: Wealt Group
Wealt Group provides a unique opportunity for professionals to engage deeply in the investment process, from due diligence to post-investment reporting. The company's commitment to a digital-first experience and proprietary research enhances the work culture, making it an attractive place for growth-oriented individuals. Employees benefit from a collaborative environment that values innovation and direct involvement in significant investment decisions.
StudySmarter Expert Advice🤫
We think this is how you could land Investor Relations Analyst / Associate Investor relations · London · Full time View role →
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Wealt Group, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Wealt Group.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Wealt Group.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Wealt Group, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investor Relations Analyst / Associate Investor relations · London · Full time View role →
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Wealt Group want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Wealt Group.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Wealt Group will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Wealt Group. Numbers speak louder than words!
How to prepare for a job interview at Wealt Group
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Wealt Group want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withWealt Group.
