Investor Relations Assistant

C&C Search is currently recruiting an Investor Relations Assistant for a prestigious London-based asset management firm focusing on responsible long-term value investing. This exceptional opportunity offers a competitive salary, comprehensive benefits package, hybrid working arrangements and the chance to be the first point of contact for valued clients in a collaborative and supportive environment.

All about the role and company I would be working for!

Position: Investor Relations Assistant
Salary: £35,000 per annum + discretionary bonus
Hybrid set up: 4 days in-office, 1 day remote
Benefits: Comprehensive benefits package including life insurance, critical illness cover, income protection, and professional development opportunities

What they do: London-based asset management focused on responsible long-term value investing.
Size of company: Boutique sized
Company culture and what makes them great to work for: A collaborative and supportive work environment where individuals are empowered to grow and contribute to success. The firm values integrity, intellectual curiosity, and a dedication to excellence, making it an ideal place for those looking to learn about the asset management industry while making a meaningful contribution.

Key responsibilities for this Investor Relations Assistant position:

• Serve as the primary point of contact for clients, responding promptly to enquiries via phone, email, and in person
• Process client requests for account statements, documentation, and other information with accuracy and efficiency using different systems
• Maintain accurate and up-to-date client records within the CRM system
• Act as a point of contact for public relation enquiries
• Coordinate the onboarding process for new investors, ensuring compliance with KYC/AML regulations
• Liaise with the fund administrator to facilitate account setup and documentation
• Prepare monthly and annual investor reports
• Schedule and coordinate investor meetings and events, managing all logistics
• Create and distribute marketing materials, including pitch decks, fact sheets, quarterly letters, and presentations
• Maintain and update the company website and social media channels, ensuring consistent brand messaging and regulatory compliance

What background and experience are the company looking for?

• Proven administrative experience in a professional services environment (financial services experience preferred)
• Graduate or graduate calibre
• Client-facing experience in any industry is a plus
• Proven administrative and organisational skills
• Excellent written and verbal communication skills
• Strong attention to detail and ability to maintain confidentiality
• Proficiency in Microsoft Office Suite
• Experience with CRM systems is preferred
• A desire to learn about the asset management industry
• Ability to work independently without supervision and as part of a team
• Responsibility, integrity, and professionalism

Please apply online asap for this Investor Relations Assistant position, if your experience aligns and sounds like you!

For this role C&C Search is acting as an employment agency.