Investor Relations Executive

The Investor Relations Executive will support retail investors and their advisers by managing queries and processing investment-related tasks. The role also involves collaborating on communications, client initiatives, and becoming a subject matter expert on tax-efficient investment products.

Client Details

The client is a leading investment manager in real assets and growth capital with a strong presence across the UK, Europe, and Australia. With a long-established reputation in sustainable investing, the firm provides diverse private and public investment solutions tailored to institutional and retail investors, with a particular focus on the energy transition, nature recovery, and economic growth.

Description

The Investor Relations Executive's responsibilities include:

• Responding to investor and adviser enquiries via phone and email within defined service levels
• Managing administrative tasks including investor transfers, redemptions, and portal support
• Assisting in the delivery of investor communications such as reports, valuations, and announcements
• Supporting the Sales team and participating in client meetings and events
• Becoming a Product Champion for a tax-efficient investment vehicle
• Contributing to service improvement, client engagement, and retention strategies

Profile

The ideal Investor Relations Executive candidate will have 1-2 years of experience in a client-facing or customer service role, ideally within financial services. They will possess strong written and verbal communication skills, a proactive approach to problem-solving, and the ability to manage competing priorities effectively. Familiarity with VCTs, EIS, and BR products is advantageous but not essential.

Job Offer

The candidate will join a high-performing, collaborative team within a well-regarded financial services firm offering career development, exposure to a diverse client base, and the opportunity to contribute to innovative investment solutions. They will also benefit from working in a purpose-driven environment (in the City of London) that values sustainability, inclusion, and long-term growth.