Fractional Director of Investor Relations (Advisor Network)

Provide advice and guidance to Arootah clients who seek help with their Investor Relations needs. This will involve consulting to some of the leading Alternative Asset Firm and Family Offices in the world and sharing your experience as an expert in Investor Relations in helping clients to:  

Develop realistic and effective monthly action plans.  

Identify internal and contextual roadblocks.   

Break apart goals into actionable steps.   

Devise a plan of action for each goal.  

Provide the client with resources associated with implementing their action plan.  

Implement policies, procedures, and control measures.   

Review, analyze and report on client tools and resources to ensure industry best practices.    

Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.   

Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.).   

All aspects of the day-to-day management and oversight of investor relations, including client onboarding, answering client questions, ongoing servicing of client and constituent needs and ensuring a positive investor experience.     

Deliver an accurate and consistent message to existing and potential investors.  

Assist in creating, editing, and maintaining all marketing documents, specifically pitch books, fund risk reports, monthly investor publications, and customized client materials & thought pieces.  

Proactively address all Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQ) requests and complete/maintain all corresponding documentation.  

Review monthly performance reports, requiring a strong understanding of performance, exposure, and other data analyses.  

Work closely with internal groups at the firm including senior management, operations, risk management, legal, and compliance to ensure client and regulatory requirements are satisfied and to ensure accuracy of RFP/DDQ responses.  

Create, maintain, and enhance marketing materials for investor meetings, calls, conferences, and roadshows.  

Maintain and update distributable monthly attribution, risk, and AUM templates.  

Maintain external databases with the firm’s data and information.  

Maintain and enhance the firm’s database of informationto help build out, automate, and improve the firm’s data warehouse to more efficiently and effectively satisfy client requests.  

Populate and maintain internal client database and facilitate weekly and monthly performance update emails through the system.  

Ad hoc prospect and current client requests. 

Minimum of Bachelor’s Degree in Communications, Marketing, Finance, or Business Administration, or a related field.    

MBA or advanced degree is a plus.  

Sales or financial industry designations (such as Series 7 or Series 63) are a plus.        

A minimum of seven (7) years of professional experience in a similar IR/Marketing role within a Hedge Fund, Alternative Investment Firm or Family Office.    

Experience working with sophisticated institutional clients, prospective clients and a proven ability to develop new opportunities.  

Instinct on sales and desire to establish new relationships.    

Knowledge of multi-asset sectors and investment types, including, but not limited to public equity (long/short), private equity, fixed income, and absolute return oriented multi-strategy.    

Demonstrated analytical and quantitative skills and superb written and verbal skills.    

Confident client presentation skills (in person and phone).  

Strong team player with an entrepreneurial predisposition and strong interpersonal skills necessary to interact with personnel across senior levels of the firm.  

Self-starter with strong project management and follow-through skills.