Investor Relations - Assistant Vice President Job at iCapital Network (New York)

Investor Services In-Business Risk & Controls, Assistant Vice President

An individual in Enterprise Risk Management plays a critical role in managing th...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelors degree
5-8 years of experience
Thorough understanding of risk and control assessments
Proficiency in diagnosing root causes and developing corrective actions
Comprehensive knowledge of operational and compliance risks
Deep awareness and understanding of the industry's laws, rules, and regulations
Proven track record in evaluating business changes and managing risk exposures
Experience in monitoring control breaches and leveraging lessons learned for process improvements
Demonstrated experience in implementing governance mechanisms to manage risk profiles
History of enforcing compliant standards and procedures in risk management

Job Responsibility

Conduct risk and control assessments promptly aligning with existing standards
Continually enhance control capabilities, develop interim tools, and strategize monitoring solutions to fortify against potential regulation breaches and misconduct
Assist in coordinating governance and facilitating risk management assessments to ensure the accuracy and completeness of the Manager Control Assessment (MCA)
Contribute to the implementation and oversight of the Control Framework, including various policies and the Control Inventory
Drive innovative risk analysis, provide updates on risk management, and aid in timely risk reporting
Support root cause identification and corrective action recommendations to prevent potential breaches of regulation
Develop communication materials for varied audiences and lead risk management training initiatives
Analyze risks associated with new activities and business changes, ensuring effective management
Contribute to risk management, adhering to policy requirements, and support the response to Risk events
Assist in embedding risk and control responsibilities within business units and implementing standards and procedures

What we offer

Global Benefits

Fulltime

Investment Assoc Sr Analyst - Assistant Vice President

The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-dept...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Bachelor's degree with concentration of economics, finance or business administration
Professional experience or related occupation
Ability to communicate with co-workers and clients
excellent written and communication skills, able to work without direction, self-motivated
US: S7, S66 (or S63/S65)
NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Bachelor's/University degree or equivalent experience

Job Responsibility

The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States
The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions
Help support the senior members of the investment team in their delivery of investment solutions to clients
Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee
Prepare investment policy statements for prospective clients
Analyze economic trends/activities and advise the effects on the investors’ portfolios
Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios
Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades
Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank

Fulltime

Assistant Vice President, Custody Operations (Client Service / Securities Transaction Management)

Job Overview: This intermediate-level position is designed to support both Clien...

Location

Japan , Tokyo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Expertise and experience in Securities Settlement Operations / Custody Operations, with particular knowledge in Japanese Equity and Fixed Income trade/settlement matching for both domestic and non-resident clients, collateral and pledge setting in the Japanese market, and corporate action
Proactive and strong drive for issue identification, prevention, and resolution with a high-risk mindset
Collaborates with both regional and global teams to lead initiatives
Strong communication and interpersonal skills for effective interaction with diverse stakeholders, both internally and externally
Capability of utilizing various reporting tools and applications
Demonstrated ability to drive results in a fast-paced, goal-oriented environment
Business level English and Japanese proficiency
Bachelor's Degree/University degree or equivalent experience
JSDA certification is required

Job Responsibility

Act as a centralized point of contact for inquiries related to client settlement processes and portfolio matters (Asset Services)
Provide clients with resolutions and support, addressing external customer issues and offering ongoing customer service
Liaise with internal and external cross-functional partners to provide customer service that consistently meets client expectations
Identify, propose, implement, and support process improvements
Contribute to short-term and long-term projects, collaborating with global partners
Serve as the 'face' of key institutional investors, navigating the complexities of the Japanese market
Process securities transactions and orders originating from trading desks and branch offices
Provide analytical input for traders and assist in the review of derivative products
Facilitate the clearance, settlement, and investigation of client securities and derivatives transactions
Resolve settlement-related issues, escalate as needed, and recommend solutions for complex problems

Fulltime

Private Capital Fund Finance - Assistant Vice President

iCapital is looking for an Assistant Vice President to join the Fund Finance tea...

Location

Canada , Toronto

Salary:

Not provided

iCapital Network

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting is preferred
5+ years of fund accounting, fund administration, or finance operations experience (a focus on alternative investment funds including fund-of-funds and feeder funds is preferred)
Proficient accounting skills and experience within an audit framework are preferred
Experience with Fundserv is preferred
Advanced Excel skills
Demonstrated capacity and desire to work within a close team structure on all tasks
Excellent organizational skills and attention to detail with the ability to see the big picture
Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
Strong verbal, written, and interpersonal communication skills
Passion for the application of innovative technology

Job Responsibility

Serve iCapital’s clients in Canada as a team member of the accounting and operational experts
Build and maintain relationships with clients, both distributors and underlying fund managers, fund administrators, and other service providers
Work closely with the Fund Origination, Investor Relations, Legal and Compliance, Technology, Sales, and Marketing teams to support ongoing fund operations
Provide the review and control function for NAV packages, capital events, and management fee calculations provided by the fund administrator
Monitor cash positions and liquidity of investments, review cash reconciliations, and manage cash reserves
Run accounts payable and expense allocation processes
Maintain investor and investment data in the iCapital platform using proprietary technology tools
Define, update, and maintain operating policies and procedures
Liaise with funds’ custodians and funds’ banks, as well as other counterparties as needed
Fulfill ad-hoc requests as required

What we offer

Work in the office Monday-Thursday, with the flexibility to work remotely on Friday
Competitive total compensation package consisting of salary, bonus, and equity for all full-time employees
The Company pays 100% of the premium for all Group Benefits for you and your dependents
Benefits include medical, dental, vision, prescription, life insurance and long-term disability
Variety of Retirement Plans so of which have a company match
Unlimited Paid Time Off (PTO)
Flexibility to work in the office three to four days and remotely for the remainder of the week

Fulltime

New

Vice President of Finance

An established and rapidly growing early-stage investment firm is seeking a Vice...

Location

United States , San Francisco

Salary:

300000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

8+ years of venture capital fund accounting and finance experience
Prior experience within a venture capital firm strongly preferred
Experience supporting portfolio valuation processes
Advanced Excel skills, including pivot tables, lookups, and financial modeling
Strong understanding of fund structures, fund operations, and investor reporting
Ability to operate independently in a fast-paced, entrepreneurial environment

Job Responsibility

Oversee fund and management company accounting activities
Manage financial reporting, audits, and fund administration relationships
Review capital calls, distributions, and investor reporting
Support portfolio valuation processes
Maintain financial controls and operational best practices
Support fundraising and investor relations processes
Partner with leadership on operational initiatives and special projects
Evaluate and improve internal systems, workflows, and technology
Assist with implementation of new tools and automation initiatives, including AI-driven solutions
Contribute to firmwide operational strategy and scaling efforts

What we offer

Comprehensive medical coverage for employees and families
401(k) match
Unlimited PTO
Hybrid work environment
Carry participation

Fulltime

Vice President of Digital Marketing & Performance

The Vice President of Digital Marketing & Performance is a strategic leadership ...

Location

United States , Bonita Springs

Salary:

Not provided

Rittenhouse Village At Michigan City

Expiration Date

Until further notice

Requirements

Bachelor's degree in Marketing, Digital Media, Communications, or a related field
advanced degree preferred
12+ years of progressive experience leading integrated marketing strategy, with deep expertise across digital disciplines
Industry experience in senior living, healthcare, real estate, or agency settings strongly preferred
Demonstrated success in developing, leading and executing digital agency strategies that drive engagement and business growth
Experience in performance marketing and lead generation environments
Minimum of 8 years of experience in marketing analysis, reporting, and ROI measurement
Working knowledge of AI Marketing tools
Strong financial acumen with experience managing large-scale budgets, GL coding, P&L oversight, and forecasting
Proficient in interpreting and presenting ROI data to executive teams and investment partners

Job Responsibility

Collaborate with SVP of Strategic Marketing on high-level marketing initiatives to support community traditional and digital lead generation and lead conversion efforts
Serve as the primary point of contact and trusted advisor for the digital agency relationship, directly managing functional leads across website strategy, search, content, email, social media, and digital optimization, each responsible for their respective teams
Become an authority on all markets in which DSL operates and develop an understanding of community competitive landscape, sales objections and differentiators, articulating insights to transform recommendations into innovative integrated marketing campaign strategies
Own the overarching digital strategy including website strategy, search, content, email, social media, and digital optimization for communities ensuring alignment with business goals, brand voice, and marketing strategic initiatives and objectives
Oversight of digital eco-system, platforms, and agencies
Analyze ongoing lead generation performance, conducting channel analysis, tracking KPIs, and optimizing spend in partnership with centralized marketing leadership and analytics to improve ROI
Own STAT Marketing revenue, billing, and agency budgets including resources, tools, platforms, and agency partnerships, and oversee SOWs, scopes, and deliverables to align with strategic priorities
Analyze monthly agency financials and report on variances as appropriate
Monitor project budgets and ROI, recommending resourcing or process shifts to drive efficiency and results
Uphold brand consistency and quality across all digital marketing, experiential, and environmental channels

What we offer

Competitive wages
Early access to earned wages before payday
Flexible scheduling options with full-time and part-time hours
Paid time off and Holidays (full-time)
Comprehensive benefit package including health, dental, vision, life and disability insurances (full-time)
401(K) with employer match
Paid training
Opportunities for growth and advancement
Meals and uniforms
Employee Assistance Program

Fulltime

Vice President, Syndications

CREA, LLC is a full-service low-income housing tax credit (LIHTC) syndicator for...

Location

United States , Boston

Salary:

143000.00 - 240000.00 USD / Year

CREA (IN)

Expiration Date

Until further notice

Requirements

Bachelor’s degree in real estate, finance, economics, or a related business field
Minimum of 5 years of professional LIHTC syndication and/or LIHTC transactional closing experience
Strong proficiency in Microsoft Office Suite, particularly Excel and Word
Ability to travel up to 25% for client meetings, site visits, and industry events
Ability to work extended hours during peak periods to meet deadlines and business needs
Excellent oral and written communication skills
Demonstrated analytical and interpersonal abilities
Ability to effectively manage and maintain sensitive and confidential information
Ability to collaborate and contribute effectively in a team environment
Demonstrated initiative, reliability, and ability to work independently with minimal supervision

Job Responsibility

Serve as the primary relationship manager for assigned investor accounts
Understand investor investment needs and objectives to develop and manage deal pipelines
Lead client calls, coordinate site visits, and manage due diligence meetings
Travel to conferences, site visits, and investor events to strengthen relationships
Develop and deepen investor pipelines and long-term partnerships
Partner with Originations to source and place deals with investors
Negotiate financial terms in coordination with the Managing Director or the EVP for equity LOIs and upper-tier agreements
Represent investors within CREA Investment Committees, ensuring adherence to underwriting guidelines and risk mitigation
Collaborate with Acquisitions, Legal, and internal teams to incorporate investor-specific terms into closing documents
Facilitate investor review of due diligence materials for deal and fund closings

Fulltime

Investor Relations Analyst

Under general direction of the Vice President, Head of Investor Relations & Trea...

Location

United States , Conshohocken

Salary:

Not provided

Cencora

Expiration Date

Until further notice

Requirements

Requires broad training in fields such as communications, journalism, business administration, equity and debt investing, accountancy, sales, marketing, computer sciences or similar vocations generally obtained through completion of a four year Bachelor’s Degree Program or equivalent combination of experience and education
normally requires 2 - 4 years of experience in a public company, preferably in communications, finance, marketing, planning, or development positions.
Outstanding oral and written communication skills, and presentation ability and financial and investment analysis skills.
Must demonstrate good judgment, discretion and respect for confidentiality, exceptional writing, analytical, and project management skills.
An in-depth understanding of the financial and investment markets and the ability to adapt quickly to changes.
A good understanding of strategic communication, public relations, marketing, advertising, and the media.
Strong interpersonal skills, superior intellect, and an outstanding ability to communicate using these qualities and skills.
An energetic, efficient, and resourceful team player and individual contributor.
Exceptional computer skills, particularly with databases, and especially in PowerPoint and Excel.

Job Responsibility

Monitors security analysts’ research and earnings estimates, relative stock price movements, and periodic ownership analysis and supports the monitoring of trading data.
Assists in the creation of publications, presentations and electronic media used in the IR program. Performs the data collection, analysis, writing, editing, and production of those materials in collaboration with the Vice President, Investor Relations.
Collaborates with the Vice President, Investor Relations and other internal stakeholders in creating the company’s external messages and in ensuring that all company communications are integrated and consistent.
Participates in crisis communication preparedness initiatives, including data collection and analysis, drafting, editing, and support.
Collaborates with the Vice President, Investor Relations on the IR website section and content, including the archive of historical information.
Assists with news media inquiries, interview preparation, and tracking of news coverage of the Company and its competitors.
Collaborates with Vice President, Investor Relations in creating and updating IR presentations and other senior management presentations.
Supports Investor Day and Shareholder Meeting logistics and presentations.
Supports logistics and presentations for IR conferences and road shows, investor tours and meetings, and conference calls.
Supports external public relations firms of record, data providers, and other external vendors.

What we offer

medical
dental
vision care
comprehensive suite of benefits that focus on the physical, emotional, financial, and social aspects of wellness
support for working families
backup dependent care
adoption assistance
infertility coverage
family building support
behavioral health solutions

Fulltime

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Investor Relations - Assistant Vice President

Job Description

Job Responsibility

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