Investor Relations Associate

Summary

Dynamo Software is a global FinTech research and portfolio management SaaS provider serving the alternative investment industry. The Investor Relations Associate will manage investor requests, reporting, statements, data maintenance, and portal updates while coordinating with internal teams and using AI tools to improve investor relations processes.

Responsibilities

• Monitor inbound investor requests, coordinate timely responses with multiple internal teams, and facility completion of investor deliverables
• Complete recurring investor reporting request and investor questionnaires on a monthly, quarterly and annual basis
• Create investor statements and notices and post to Dynamo’s secure proprietary investor portal
• Organize and maintain all investor level data for investor relations and fund administration team to easily access and manipulate
• Gather and review pertinent investor information from investor subscription documents and update the investor portal system accordingly
• Maintain and update investor data within the investor portal to ensure accurate contact information
• Work with investor relations and operations team to enhance broad communication efforts to both existing and potential investors
• Leverage AI tools to streamline investor deliverables, while verifying all output for accuracy
• Identify opportunities to automate recurring investor relations processes, adhering to firm policies on data privacy and responsible AI use when handling confidential investor information

Skills

• Bachelor's degree required
• Strong communication and organizational skills
• Detail oriented with a strong commitment to customer service
• Able to multitask and prioritize workloads while maintaining high-quality standards
• Able to work independently with multiple priorities in a fast-paced environment across several teams
• A minimum of 1-3 years of professional experience
• Proficiency with Microsoft Office: Word, Excel, PowerPoint, Outlook, Adobe
• Or a strong interest in learning; comfortable writing clear prompts and refining output
• Previous experience using an Investor portal or CRM system or knowledge of private equity industries
• Hands-on experience using generative AI tools in a professional setting

Qualifications

Must Haves

• Bachelor's degree required
• Strong communication and organizational skills
• Detail oriented with a strong commitment to customer service
• Able to multitask and prioritize workloads while maintaining high-quality standards
• Able to work independently with multiple priorities in a fast-paced environment across several teams
• A minimum of 1-3 years of professional experience
• Proficiency with Microsoft Office: Word, Excel, PowerPoint, Outlook, Adobe
• or a strong interest in learning; comfortable writing clear prompts and refining output

Nice to Haves

• Previous experience using an Investor portal or CRM system or knowledge of private equity industries
• Hands-on experience using generative AI tools in a professional setting

Benefits

• Performance bonus
• 401k matching
• Excellent benefits
• The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.