Top Investor Relations Executive jobs in Florida

Top Investor Relations Executive plans and directs all aspects of an organization's investor relations policies, objectives, and initiatives. Fosters and improves relations between an organization and its shareholders as well as the general financial community in order to maximize the value of the organization's stock. Being a Top Investor Relations Executive ensures the availability of financial reports to investors and manages the proxy solicitation process. Requires a bachelor's degree. Additionally, Top Investor Relations Executive typically reports to top management. The Top Investor Relations Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Investor Relations Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Investor Relations & Banking Associate
  • Theorem Fund Services
  • Boca Raton, FL FULL_TIME
  • Our Firm

    Theorem Fund Services is a multi-service fund administrator that offers a unique turn-key solution to investment managers. Theorem combines institutional-level technology with strong industry experience and a deep understanding of our clients’ needs and goals.

    Location

    Boca Raton, FL or Remote in the United States

    Essential Duties and Responsibilities

    Investor Relations:

    • Review and process investor subscription and redemption documents
    • Complete KYC and AML verifications
    • Prepare FATCA/CRS filing
    • Generate investment confirmations and capital call letters
    • Manage user access to the interactive investor portal
    • Assist with answering inquiries from investors

    Banking:

    Assist clients with the bank account opening process for partner banks

    • Review wire disbursement requests for validity and compliance
    • Setup or review wire disbursements on the bank’s portal
    • Provide ongoing support with banking related inquiries
    • Maintain banking master summary file containing contact information for each bank and other key operational details

    Qualifications

    • Bachelor’s Degree
    • Strong communication skills and the ability to interact both internally and externally in a professional manner with clients and colleagues
    • Ability to work independently in an organized manner and ensure timely responses to all requestsSome experience in hedge fund administration and/or banking/financial services preferred but not required
    • Some experience in hedge fund administration and/or banking/financial services preferred but not required

    Benefits

    • 4 weeks paid vacation per year
    • 100% company paid health, dental, vision, short term disability, and life insurance for employee
    • Company sponsored retirement plan with company matching contributions



    • 9 Days Ago

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    Investor Relations Manager
    • Imperial Asset Management
    • Tampa, FL FULL_TIME
    • Imperial Asset Management is a real estate asset management company located in Tampa, FL. We purchase single family houses, condos, and multi-units, improve them, and hold them for long-term appreciat...
    • 11 Days Ago

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    Fundraising and Investor Relations Professional
    • Arrowroot Capital
    • Miami, FL FULL_TIME
    • About Arrowroot:Arrowroot Capital is a Miami-headquartered growth equity investor focused on control investments in global B2B enterprise software companies. Arrowroot was founded in 2014 and is compr...
    • 7 Days Ago

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    Director of Investor Relations
    • DLP Capital
    • Saint Augustine, FL FULL_TIME
    • The Director of Investor Relations will lead sales efforts to drive new Capital Investment from Institutional prospects and existing investors, develop relationships with Wealth Partners and RIA's/Fam...
    • 1 Month Ago

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    Investor Relations Associate
    • Voloridge Investment Management
    • JUPITER, FL FULL_TIME
    • As a critical member of the Investor Relations team, the Investor Relations Associate will serve as primary support for Voloridge’s investor relations function. At Voloridge, we are passionate about e...
    • 1 Month Ago

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    Investor Relations Associate / Director
    • The Tandym Group
    • Beach, FL FULL_TIME
    • A financial services firm in Florida is currently seeking an experienced professional to join their staff in West Palm as an Investor Relations Associate / Director. Responsibilities: The Investor Rel...
    • 21 Days Ago

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    Business Innovator (Relationship Builder)
    • EAi Technologies
    • Vienna, VA
    • Come use your imagination and relationship-building skills to expand EAi's strong partnership with our existing clients ...
    • 4/18/2024 12:00:00 AM

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    Client Relationship Consultant I
    • Banner Bank
    • Bothell, WA
    • Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity E...
    • 4/17/2024 12:00:00 AM

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    Customer Service Relationship Rep
    • Global Channel Management Inc.
    • Jacksonville, FL
    • About the job Customer Service Relationship Rep Customer Service Relationship Rep needs 1-3 years customer service, cust...
    • 4/17/2024 12:00:00 AM

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    Business Innovator (Relationship Builder)
    • Eai Technologies
    • Vienna, VA
    • Come use yourimagination andrelationship-buildingskills to expand EAi's strong partnership with our existing clients to ...
    • 4/16/2024 12:00:00 AM

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    Client Relationship Consultant I
    • Banner Bank
    • Portland, OR
    • Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity E...
    • 4/15/2024 12:00:00 AM

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    Client Relationship Consultant I
    • Banner Bank
    • Kirkland, WA
    • Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity E...
    • 4/15/2024 12:00:00 AM

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    Financial Relationship Consultant
    • Citizens Trust Bank
    • Birmingham, AL
    • Job Description Job Description Celebrating over 100 years in the community, Citizens Trust Bank remains committed to pr...
    • 4/15/2024 12:00:00 AM

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    Insurance Relationship Consultant - Life & Health
    • ADP
    • Florham Park, NJ
    • ADP is hiring a Relationship Consultant. In this position, you will work with a team of client management experts to ens...
    • 3/26/2024 12:00:00 AM

    Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
    Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
    Income Estimation for Top Investor Relations Executive jobs
    $296,173 to $440,802

    Top Investor Relations Executive in Fort Worth, TX
    Another senior executive has left the Carlyle Group’s London office, as the firm nears a final close on its latest European buyout fund.
    December 28, 2019
    Top Investor Relations Executive in Middlesex, NJ
    Vincenzo Narciso, one of three managing directors focused on investor relations and fundraising in Europe, left the firm last week, according to UK business registry Companies House.
    December 08, 2019