Summary:
TBG is seeking a dynamic VP of Investor Relations for a boutique financial advisory firm. This role involves managing investor relationships, supporting current and prospective investors, and providing strategic insights to the firm's executives.
Responsibilities:
- Expand and maintain the investor base.
- Identify and secure new investors.
- Provide transparent updates to stakeholders and educate them on firm performance.
- Liaise with industry regulators and act as a corporate representative.
- Create impactful investor presentations and financial visualizations.
- Align senior management with the firm's core values.
- Collaborate with third-party service providers.
- Keep investors informed on performance and manage their requests (redemptions, subscriptions, documentation).
- Participate in strategic meetings with executives.
Qualifications:
- 10+ years in financial services, with experience in commodities trading or asset management/alternative investments.
- Bachelor's degree in finance, economics, business, or marketing (master's preferred).
- Active Series 3 license (required). If inactive, must have been active within the past 18 months.
- Exceptional communication and presentation skills.
- Established relationships with institutional investors, family offices, endowments, and sovereign funds.
- Proven ability to build relationships with industry leaders.
