Investor Relations Associate
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage relationships with high-net-worth investors, provide education and guidance on private markets and portfolio construction, support fundraising initiatives, conduct portfolio reviews, identify optimization and expansion opportunities, prepare client materials, improve internal processes, and collaborate across functions to enhance the investor experience.
Requirements
- Bachelor's or Master's degree in Finance Business Economics or a related field
- At least 2 years of experience in investor relations private markets wealth management or financial services
- Professional working proficiency in German and English
- Understanding of private markets and portfolio construction
- Track record of contributing to revenue growth or client expansion
- Excellent communication and presentation skills
- Ability to translate complex concepts into clear narratives
- Ability to manage multiple priorities in a fast-paced environment
Responsibilities
- Build and manage relationships with high-net-worth investors
- Provide insights education and guidance on private markets and portfolio construction
- Support fundraising through investor outreach follow-ups and pipeline management
- Conduct portfolio reviews and identify optimization opportunities
- Identify upsell and cross-sell opportunities
- Prepare investment memos reports portfolio updates and presentations
- Improve internal processes and operational efficiency
- Collaborate with Product Marketing and Account Management
