Key Responsibilities

Investor Reporting & Communications

• Assist in the preparation and distribution of monthly, quarterly, and annual investor reporting packs
• Coordinate the production of investor presentations, factsheets, fund updates, and marketing materials
• Support the delivery of portfolio performance analysis and investment commentary for investors and prospective clients
• Prepare responses to investor queries, ensuring accurate and timely communication
• Maintain investor databases, CRM systems, and reporting records

Stakeholder Management

• Build and maintain relationships with internal investment teams, finance, compliance, and external service providers
• Support investor meetings, roadshows, conferences, and due diligence processes
• Assist with coordinating fundraising and capital raising activities, including investor onboarding and documentation
• Prepare briefing materials and presentations for senior stakeholders and client meetings

Analysis & Business Support

• Analyse fund performance, market data, and investor trends to support strategic decision-making
• Assist in the preparation of board, management, and investor-facing reports
• Support competitor, market, and industry research initiatives
• Ensure investor materials and communications comply with regulatory and compliance requirements
• Contribute to process improvement initiatives across investor relations and client servicing functions

Key Responsibilities

Investor Reporting & Communications

• Assist in the preparation and distribution of monthly, quarterly, and annual investor reporting packs
• Coordinate the production of investor presentations, factsheets, fund updates, and marketing materials
• Support the delivery of portfolio performance analysis and investment commentary for investors and prospective clients
• Prepare responses to investor queries, ensuring accurate and timely communication
• Maintain investor databases, CRM systems, and reporting records

Stakeholder Management

• Build and maintain relationships with internal investment teams, finance, compliance, and external service providers
• Support investor meetings, roadshows, conferences, and due diligence processes
• Assist with coordinating fundraising and capital raising activities, including investor onboarding and documentation
• Prepare briefing materials and presentations for senior stakeholders and client meetings

Analysis & Business Support

• Analyse fund performance, market data, and investor trends to support strategic decision-making
• Assist in the preparation of board, management, and investor-facing reports
• Support competitor, market, and industry research initiatives
• Ensure investor materials and communications comply with regulatory and compliance requirements
• Contribute to process improvement initiatives across investor relations and client servicing functions