Investor Relations Assistant (Boutique Asset Management Firm)

• Contract Type: Full-time, Permanent (4 days in-office, 1 day remote)

Role Overview:

Oplu is seeking a highly motivated and detail-oriented professional to join our clients growing team. This is a brilliant opportunity for someone with a strong background in customer service, luxury hospitality, concierge or as a PA, who is excited to enter the world of finance and work within a small, entrepreneurial team.

You will be the first point of contact for our valued clients, providing exceptional service and support. This role offers an excellent opportunity to learn about the asset management industry and contribute to the success of a dynamic and reputable firm, and is perfect for someone looking to grow their career in a boutique, high-performance environment

Responsibilities:

Client Relationship Management:

• Serve as the primary point of contact for clients, responding promptly to enquiries via phone, email, and in person.
• Process client requests for account statements, documentation, and other information with accuracy and efficiency using different systems.
• Maintain accurate and up-to-date client records within our CRM system (e.g., Pipedrive).
• Act as a point of contact for public relation enquiries.

Investor Onboarding and Reporting:

• Coordinate the onboarding process for new investors, ensuring compliance with KYC/AML regulations.
• Liaise with the fund administrator to facilitate account setup and documentation.
• Preparation monthly and annual investor reports.

Administrative and Event Coordination:

• Schedule and coordinate investor meetings and other events (including live quarterly meetings and the annual general meeting), managing all logistics.
• Prepare meeting agendas, presentations, and supporting materials.
• Liaise and work with all third-party providers
• Maintain and update all external fund databases.

Marketing and Communications:

• Responsible for the creation and distribution of marketing materials, including pitch decks, fact sheets, quarterly letters, sales aids, press releases and presentations.
• Assist in the creation of DDQs and RFPs.
• Maintain and update the company website and social media channels, ensuring consistent brand messaging and regulatory compliance.
• Maintain data room.

Qualifications:

• 2-3 years of administrative experience in a professional services environment (financial services experience not required).
• Client facing experience in any industry, is a plus.
• Proven administrative and organizational skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to maintain confidentiality.
• Proficiency in Microsoft Office Suite
• Experience with CRM systems is preferred
• A desire to learn about the asset management industry.
• Ability to work independently without supervision and as part of a team.
• Responsibility, integrity, and professionalism.

Pay & Benefits:

• Full-time position (4 days in-office, 1 day remote).
• Salary: £35,000 per annum + discretionary bonus.
• Comprehensive benefits package:
• Life insurance.
• Critical illness cover.
• Income protection.
• Professional development opportunities.