Purpose of the role:
To work as part of the Investor Relations Team providing timely response to investor queries, maintaining the integrity of data, preparing document uploads and uploading documents on Intralinks.
Responsibilities:
- To become familiar with portal websites and the process of uploading information to investors accurately
- Become familiar with investor upload software and the mechanics of the portals and to gain a knowledge of the various Investors and different Funds in terms of the investor reporting process
- Assist in monitoring the dedicated investor query mailboxes to ensure that all enquiries and change requests are promptly recorded and handled via Outlook and in-house query management system
- To send out investor communication via email or other communications methods in a timely, professional and accurate manner
Skills required:
- Prior experience of PE and fund administration
- Confident working with different systems (Intralinks, Intralinks Designer, Outlook, Hobart, eFront FIA)
- Good time management skills
- Good prioritization skills to deal with a high volume of time sensitive tasks quickly and appropriately