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Investment Management Support Specialist
">At FivePearls, we are shaping the future of investment management. Our mission is to deliver high-quality funds prioritizing integrity, security, and client success.
About This RoleThis role combines customer experience, fund administration, and marketing coordination. You will ensure seamless investor communication and fund administration to enhance investor relations and our brand presence.
Key Responsibilities:
Investor Communication & General Enquiries- Act as primary contact for investor inquiries regarding general information, statements, tax documents, payments, and new investment opportunities.
- Provide clear, professional responses and resolve investor queries in a compliant and timely manner.
- Manage investor group administration, including memberships, gifts, event invites, and ticket distribution.
- Handle investor complaints effectively, ensuring compliance with regulatory standards and maintaining high satisfaction.
- Create and distribute monthly, quarterly, and yearly updates on fund performance for investors and internal teams.
- Develop informational materials for new funds and keep investors informed of any product developments or changes.
- Lead the design, content creation, and generation of reports, delivering clear insights and data for stakeholders.
- Execute marketing strategies for investor engagement, including promotional activities, brand messaging, and event support.
- Produce and manage content for marketing materials, newsletters, investor updates, and digital channels.
- Collaborate with the marketing team to align messaging, maintain brand consistency, and enhance the investor experience.
- Oversee the administration and communication of investor groups, ensuring accurate records and strong relationship management.
- Organize investor events, roadshows, and engagement activities, coordinating with internal teams to maximize outreach.
- Foster transparent, consistent communication with investors, building trust and satisfaction through proactive engagement.
- Track the performance of investor communication and engagement initiatives, gathering insights to improve processes and outcomes.
- Utilise CRM tools, Titanium software, and advanced Excel skills for tracking, reporting, and enhancing investor interactions.
- Experience: Minimum 3 years in accounting, fund administration, marketing, or a related field.
- Technical Skills: Proficiency in CRM platforms, Titanium software, and advanced Excel for reporting and data management.
- Communication & Content: Exceptional written and verbal communication skills, with a focus on content creation, report design, and investor communication.
- Marketing & Coordination: Ability to develop and coordinate marketing strategies and create high-quality content for investor communications.
- Collaboration & Adaptability: Experience working with cross-functional teams, including Business Development, to align on investor relations and marketing strategies.
