Investor Relations
Capstone Investment Advisors is a global asset manager focused on exploring alpha opportunities in derivatives and complementary strategies. The Investor Relations team is responsible for servicing the firm's primarily institutional clients by maintaining marketing materials, coordinating client interactions, and collaborating with various departments to deliver comprehensive reporting and insights.
Responsibilities
- Deliver first class service to Capstone’s primarily institutional investor and prospect base and serve as a primary point of contact for select investors
- Assist with the completion of Due Diligence Questionnaire requests from investors
- Develop strong product, strategy and industry knowledge
- Maintain firm wide marketing materials and presentation management software (Seismic)
- Produce periodic reports and customized analyses; ensure accuracy, consistency, and compliance across deliverables
- 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
- Receive exposure to Capstone’s various investment teams and assist with the creation of custom analysis on behalf of current investors and prospects
- 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
Skills
- 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
- Training and development opportunities
- Robust Wellness Resources: Physical, Mental and Financial
- Time-Off, Retirement and Commuter Benefits
- Gym Reimbursement and other Discounts
Company Overview
Company H1B Sponsorship