Chicago, IL

Investor Relations Associate

Posted on 12/26/2019


AHP Servicing is a young, fast-paced, crowd funded financial services company located in Chicago’s vibrant Financial District. We are seeking an Investor Relations Associate to help with our Investor Department.

Job Responsibilities

  • Support capital raising activities and serve as a key interface to investors
  • Answer basic questions and inquiries from potential investors about fund
  • Reply to online inquiries from new leads immediately
  • Work with CEO on cases and questions more complex in nature
  • Complete analysis of key stakeholder and investor base, trends, and research for potential investors
  • Log calls and data in Salesforce
  • Coordinate investor outreach activities and serves as a primary contact point for investors on fund account questions, contributions, distributions, and fund closings
  • Lead preparation of communications on company, plans, and funds to current and prospective investors. Coordinate quarterly and annual earnings and fund performance reporting
  • Troubleshoot any issues an investor may be having with his/her account
  • Insure regular and timely reports are sent to the investors
  • Calculate distributions for investors

Role Requirements

  • Bachelor’s degree
  • 5- 7 years experience in securities
  • CFP preferred, but not required
  • Exhibits excellent communication skills
  • Exhibits kind, personable manner and excellent customer service skills
  • Ability to prioritize tasks and manage time in fast-paced environment; quick thinker
  • Professional in demeanor and in interactions with others
  • Advanced knowledge of how entities and investments are structured
  • Extremely detailed-oriented and able to juggle many projects at one time
  • Ability to be a team player by working closely with CEO and staff
  • Proficient with Office Suite
  • Intermediate skill at Excel and Salesforce

AHP Servicing LLC participates in E-Verify. Details in English and Spanish. Right to Work Statement in English and Spanish.