Manager - Investor Relations
Description
Investor Relations Manager
Alt is backed by marquee private equity and venture funds like WestBridge Capital, Lightspeed Venture Partners, Beenext and Pravega Ventures. In Jun'22, Alt raised - 347 crores led by WestBridge in a Series B round.
Roles & Responsibilities :
- Manage distributor and investor queries for Alt products across all asset classes.
- Serve as the primary point of contact for existing and prospective HNI investors of Alt's products including AIF, PMS and others.
- Act as the primary point of contact for all distribution-related queries, including distribution agreements, brokerages, client inquiries, emails, due diligence questionnaires, additional ad hoc requests and more.
- Manage end-to-end investor onboarding, including documentation, KYC, compliance checks etc.
- Work with internal teams to prepare client communication content including distributions, calculations for waterfalls such as capital repayment, hurdle rates, fees, and related components.
- Hone a strong understanding of distribution partner and platform operations.
- Liaise with internal departments (Legal & Compliance, Finance, Operations, etc.) to ensure smooth information flow and timely deliverables.
- Support fund management activities including capital calls, distributions, and investor reporting.
- Address investor queries professionally and promptly.
- Assist in preparing investor communication, presentations, MIS reports, and periodic fund updates.
- Maintain accurate investor data, documentation, and compliance records.
- Work closely with Finance, Compliance and Operations teams to understand taxation-related aspects relevant to investor queries and fund structures.
- Create and manage support tickets on the internal ticketing system and ensure timely escalations where necessary.
Criteria :
- Minimum 3 years in Investor Relations, Fund Operations, Fundraising, or Alternative Investment roles (REITs, AIFs, PMS, or real estate funds).
- Bachelor's or Master's in Finance, Commerce, Economics, or related fields with strong academic record. Additional certifications like CFA, CA, or MBA (Finance) are a plus.
- Strong understanding of alternative investment funds (AIFs), portfolio management schemes (PMS), investment advisory (RIA) is essential.
- Excellent analytical and communication skills (verbal and written).
- Strong understanding of KYC/AML, investor onboarding, fund administration, and basic taxation concepts.
- Proficient in MS Office, CRM tools, and digital investor platforms.
- High attention to detail, organizational skills, and ability to manage multiple stakeholders.
- Assertiveness, empathy and professional conduct while dealing with investor concerns.
- Professional, proactive, and comfortable liaising with investors, fund managers, and internal teams in a fast-paced environment.
Location : Mumbai (One BKC)