Client Service / Investor Relations

Our client, a specialized asset management firm with strong expertise in niche fixed-income strategies, is seeking to hire a Client Service / Investor Relations professional at the Associate or VP level. This is a strategic support role designed to strengthen client engagement, improve reporting and processes, and contribute to the firm’s continued growth.

Responsibilities

• Serve as a central point of contact, coordinating and managing daily requests from institutional clients and counterparties.
  • Supervise the production and distribution of investor reports, presentations, and regulatory documents.
  • Contribute to RFPs, DDQs, and client due diligence exercises.
  • Oversee and participate in the onboarding of new clients, including the coordination of KYC with Compliance.
  • Review and redesign reporting templates, communication tools, and processes to enhance efficiency and data quality.
  • Support the development of marketing and communication materials, including investor decks and website updates.
  • Analyze and integrate new tools to increase team productivity and client service standards.

Candidate Profile

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  • 4–6 years of experience in Client Service, Investor Relations, or Relationship Management within asset management, investment management, or financial services (minimum 2–5 years required).
  • Demonstrated knowledge of RFP processes, due diligence, and KYC/onboarding requirements.
  • Strong communication, organizational, and problem-solving skills, with the ability to work cross-functionally.
  • English fluency required; French is a plus.