Investor Relations Associate - Zurich, Schweiz - Patrimonium

Patrimonium

Geprüftes Unternehmen

Zurich, Schweiz

vor 2 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Primary duties and responsibilities

Identification, prospection and acquisition of new investors
Serve as a primary contact, handling information requests and ensuring excellent relationship management with our existing investors
Work with our CRM database in order to target suitable investors for our marketing campaigns
Create high quality marketing and due diligence materials such as pitch books, fact sheets and due diligence questionnaires
Complete requests for proposals, due diligence questionnaires and ad hoc requests from prospective and existing investors
Plan and coordinate logistics and presentation materials for investor meetings, roadshows, events and industry conferences
Support in the client onboarding process
Ongoing administration of our CRM system

Qualifications

Master's or Bachelor's degree in Finance, Economics or other relevant field
Minimum of 1 to 2 years' relevant work experience preferably in institutional client servicing and/or investor relations
At ease with all types of investors (i.e. pension funds, family offices, insurance companies and HNWI ) and be aware of respective client needs
Good knowledge about Real Estate, Private Debt, Private Equity and Infrastructure
Proficient in Microsoft Office and CRM software (CRM Dynamics experience is a plus)
Commercial mindset, ability to think of future business opportunities when interacting with investors
Ability to multi task, prioritize, work under pressure while managing tight deadlines
Selfmotivated individual with a high level of attention to detail
Strong interpersonal skills and ability to build up client relationships
Excellent communication skills, both verbal and written
Excellent command of German and English (oral and writing). French knowledge is an advantage

Key requirements