Investor Relations Associate

Chilton Trust • Full-time • New York, New York, United States • $120k - $140k / year • 3d ago

Firm Description

Chilton Investment Company, Inc.

is an investment management firm headquartered in Stamford, Connecticut with offices in New York, Connecticut and London. Its affiliate, Chilton Trust Company, is a wealth management firm and national trust company with offices in New York, Connecticut, North Carolina, Florida and Delaware. Chairman, Richard L. Chilton, Jr. formed Chilton in 1992 to manage his diversified and concentrated flagship investment strategies. In 2010, the firm launched a private wealth management firm offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services.

Our mission is to provide our clients with a portfolio of products that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership

We are currently seeking an individual to join our investor relations team supporting our institutional clients. The position is located in the New York City location.

Position Description

Serve as a liaison between our investors and the investment team, assisting with investor inquiries and ensuring that all inquiries raised are dealt with in a complete, timely and accurate manner.
Manage due diligence inquiries of our investment strategies, operations, accounting, legal and compliance procedures
Create and foster a network of potential institutional investors
Conduct risk management on our investment strategies. Analyze the liquidity, beta, correlations and profit and loss attribution for the portfolio on a stock, industry and sector level
Produce and update investor presentations on a monthly and ad hoc basis
Maintain contact information in and run reports from the CRM database.
Perform industry research, coordinate submission of performance to different databases and assist in RFP completion
Assist in the on-boarding of new clients, maintaining close interaction with Legal.
Produce monthly client performance statements

Candidate Description:

Bachelor’s Degree; CFA designation a plus
At least five years of work experience in investor relations, client service or investment sales support within an asset management firm
Exceptional problem-solving skills, organizational skills, attention to urgency and detail, and deadline-oriented
Solid understanding of investment products and markets
Clear and concise oral and written communication skills with a client-first mindset
Able to work successfully both independently and in a team environment
Highly proficient in Microsoft Office Suite; familiarity with Bloomberg and eVestment a plus

Salary range: 120-140k