Junior Investor Relations Associate

at  Boyd Watterson Asset Management

DESCRIPTION

Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment. We are seeking talented individuals to join our team.

Education, Skills, Personal Characteristics and Work Experience Requirements:

• Associate’s degree or higher in business, finance, or accounting preferred or comparable experience
• 1-3 years of investor relations or customer service experience.
• Excellent organizational and time management skills
• Ability to prioritize and multi-task
• Proficiency in Microsoft Word, Excel and Power Point; intermediate level Excel preferred
• Excellent written and verbal communication skill

• Assist the Investor Relations team in facilitating the accurate completion and final execution of Fund documents in a timely manner and within Fund deadlines.
• Ensure that final documents for each investor are maintained within the Digital File System and/or by Fund Administrators.
• Fulfill internal and external fund document requests.
• Maintain records in internal and external systems.
• Complete audit request documentation and assist with the completion of Requests for Proposals and Due Diligence Questionnaires as assigned.
• Assist with the review and distribution of investor information on a regular basis, including Investor Statements, capital distribution notices, financial statements, audited financial reports and tax documents according to established deadlines and contact lists.
• Conduct internal audits of systems and records as assigned.

Education, Skills, Personal Characteristics and Work Experience Requirements:

• Associate’s degree or higher in business, finance, or accounting preferred or comparable experience
• 1-3 years of investor relations or customer service experience.
• Excellent organizational and time management skills
• Ability to prioritize and multi-task
• Proficiency in Microsoft Word, Excel and Power Point; intermediate level Excel preferred
• Excellent written and verbal communication skills