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Investor Relations Executive

City of London Permanent £30,000 - £34,000 per year View Job Description
The Investor Relations Executive role involves delivering exceptional service to retail investors and financial advisers by managing queries and processing administrative tasks related to tax-efficient products. It also includes supporting the sales team, contributing to client engagement initiatives, and improving operational efficiency.
  • Join a FTSE 250 company with a strong reputation in sustainable investment.
  • Gain exposure to innovative tax-efficient investment products.

About Our Client

The client is a leading investment manager specialising in real assets and growth capital, operating across the UK, Europe, and Australia. They are committed to driving the energy transition, decarbonisation, and nature recovery while delivering strong returns for investors through diversified strategies.

Job Description

The duties of the Investor Relations Executive include:

  • Responding promptly and accurately to investor and adviser queries via email and telephone.
  • Managing administrative processes such as transfers, exits, and investor portal tasks.
  • Preparing and distributing reports, valuations, factsheets, and dividend announcements.
  • Supporting the retail sales team and attending client meetings to provide fund updates.
  • Acting as a product champion, organising investor events, and contributing to service improvement initiatives.

The Successful Applicant

The ideal Investor Relations Executive candidate will have 1-2 years of experience in a client-facing or customer service role, preferably within financial services. They will possess excellent communication skills, strong organisational abilities, and a proactive approach to improving processes. A basic understanding of retail investment products is essential, and knowledge of VCTs, EIS, and BR is advantageous.

What's on Offer

The candidate will join a dynamic and collaborative team within a respected FTSE 250 organisation in the City of London, gaining exposure to innovative investment products and opportunities for professional development. They will benefit from a role that combines client interaction, operational responsibilities, and involvement in strategic initiatives aimed at improving investor experience.

Contact
Felix Marufu
Quote job ref
JN-112025-6885380
Phone number
+44 207 645 1441

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Asset Management
Sector
Financial Services
Location
City of London
Contract type
Permanent
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-112025-6885380