Capstoneinvestmentadvisors

Investor Relations

New York, New York

Sponsorship not specified$70k-$100kDetected 21 days ago

PythonSQLData VisualizationA/B TestingCRMAccountingExcelLeadershipCommunicationCollaboration

About the role

The Investor Relations team services Capstone's primarily institutional client base.
The team is responsible for maintaining marketing materials and reporting items, coordinating calls and meetings with clients, and catering to the firm's investors.
Team members work in coordination with various departments across the firm including Client Service, Product Development, Communications, and various Investment and Operations teams.

Deliver first class service to Capstone's primarily institutional investor and prospect base and serve as a primary point of contact for select investors
Develop strong product, strategy and industry knowledge
Maintain firm wide marketing materials and presentation management software (Seismic)
Maintain and update Capstone's client relationship management system (Backstop) with all connectivity and email correspondences
Assist in developing and maintaining automated dashboards and reports to provide real-time insights to stakeholders
Work closely with team members and develop relationships across Fund Accounting, Risk, Treasury, Compliance and other departments to complete and deliver reporting through Excel, Python, and VBA

Candidates should have the following qualifications and prior experience:
Bachelor's degree with at least 1-3 years of financial services experience preferred
Exceptional written and verbal communication; detail orientation; ability to prioritize under time pressure.
High integrity and discretion handling confidential information; familiarity with compliance principles.
Strong analytical skills and proficiency in Microsoft Office.
Experience with a CRM and marketing content platforms
Experience in VSCode, Jupyter Notebook, SQL and Tableau preferred
Familiarity with artificial intelligence (AI) technologies and their practical application in a business or professional environment
Benefits & Compensation Information:

We offer a robust and competitive benefits program to ensure the well-being of our colleagues.
Time-Off, Retirement and Commuter Benefits
Gym Reimbursement and other Discounts

Careers - Capstone (capstoneco.com)
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Capstone's Commitment
At Capstone, we value a diverse, equitable, and inclusive workplace where all employees feel appreciated and respected.
Our commitment to a nondiscriminatory approach extends equal opportunities for employment and advancement across our programs, departments, and locations.
We actively seek and appreciate a variety of life experiences and heritages and advocate for the amplification of all voices.
At Capstone, we're all about creating a workplace where you can thrive and make a real impact.
We value innovation, teamwork, trust, and discipline, and we know you do too.
We value and respect our colleagues and their well-being inside and outside the workplace and our culture reflects this.

Employer
Capstone is committed to creating an inclusive environment where we welcome people of different backgrounds. Capstone considers applications for employment without regard to all applicable protected characteristics, including race, color, religion, ethnicity, national origin, gender, sexual orientation, gender identity or expression, age, parental status, veteran status, or disability status.
Capstone is committed to creating an inclusive environment where we welcome people of different backgrounds.
Capstone considers applications for employment without regard to all applicable protected characteristics, including race, color, religion, ethnicity, national origin, gender, sexual orientation, gender identity or expression, age, parental status, veteran status, or disability status.

This listing is sourced directly from Capstoneinvestmentadvisors's careers page and normalized into a canonical job model.