Investor Relations Manager DACH
Skills
About the Role
You will manage and grow relationships with high-net-worth individuals, ultra-high-net-worth investors, and family offices. You will provide guidance on private-markets investments and portfolio construction, support private-equity fundraising, review portfolios, prepare client materials, and identify revenue and process-improvement opportunities. You will also collaborate with Product, Marketing, and Account Management to improve the investor experience.
Requirements
- Bachelor’s or Master’s degree in Finance, Business, Economics, or a related field.
- Minimum of 5 years of experience in investor relations, private markets, wealth management, or financial services.
- Professional written and spoken proficiency in German and English.
- Understanding of private markets, including private equity, venture capital, alternatives, and portfolio construction.
- Commercial mindset with a track record of contributing to revenue growth or client expansion.
- Proficiency in portfolio planning and cash-flow management.
- Advanced Excel skills.
- Excellent communication and presentation skills.
- Ability to manage multiple priorities in a fast-paced, high-growth environment.
Responsibilities
- Build, manage, and grow relationships with high-net-worth individuals, ultra-high-net-worth investors, and family offices.
- Provide clients with insights, education, and guidance on private-markets investments and portfolio construction.
- Support and execute private-equity fundraising initiatives, including investor outreach, follow-ups, and pipeline management.
- Manage investor portfolios, conduct portfolio reviews, and identify optimization opportunities.
- Identify and act on revenue-growth opportunities, including upsell and cross-sell initiatives.
- Prepare investment memos, reports, portfolio updates, and presentations.
- Improve internal processes and operational efficiency.
- Collaborate with Product, Marketing, and Account Management to enhance the investor experience.