Description

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