Intern supporting VC investment team in sourcing promising pre - seed startups. Engage with founders and provide analysis throughout the investment process in a remote/hybrid setup.
About the role
- Director role at Waystone leading Client Services within Investment Solutions. Requires 7+ years experience in Investor or Client Relations teams.
Responsibilities
- lead and manage the Client Services team within Investment Solutions
- be responsible for all deliverables that the Client Services team have to all stakeholders
- organise, co-ordinate, teach and develop the wider team to support these deliverables
- maintain and develop a leadership role for other team members
- drive discussion on how to market our funds with the team and to brainstorm and develop new materials and content for our business
- communicate on annual targets, deliverables and commitments to all investment managers
- lead & develop our service offering to investment managers and how we can communicate ongoing sales activity, pipeline progression and asset raising achievements
- build and develop the processes and reporting deliverables that the Client Services and Investment Solutions team undertakes
- collect and report on Sales team data in a clear and concise manner to review targets and achievements
Requirements
- 7+ years experience in an Investor Relations or Client Relations team
- Previous team management experience
- Excellent oral and written communication skills in English
- High level of attention to detail
- Collaboration with colleagues across geographic and functional boundaries
- Solid computer skills, particularly in Salesforce or a similar CRM system, Excel and PowerPoint
- Strong academic background including a Degree in Finance/Business/Economics or related field
- Minimum B.A. degree from a reputable institution, preferably within a finance-focused curriculum
Benefits
- professional development opportunities
- inclusive workplace environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Investment Transition Manager owning end - to - end accounting data migration for Citco's clients. Overseeing reconciliations and coordinating with various teams to meet client needs and standards.
Senior Financial Analyst based in Costa Rica supporting financial planning for Power & Water Solutions. Collaborating with the Global Financial Planning team and Management.
Manager, Investments supporting Treaty Oak's investment decision - making across utility - scale solar and energy storage projects. Leading financial models and due diligence processes for project investments.
Vice President of Financial Planning & Analysis leading financial strategy and performance analytics at Osaic. Managing budgeting, forecasting, and long - range planning in a dynamic growth environment.
Lead Finance Specialist managing operational and financial performance across manufacturing operations. Own P&L responsibilities and drive financial strategies for improved business outcomes.
Strategic Procurement Manager focusing on public sector services and investments. Join ValueSource Partners' procurement team in a hybrid working environment.
Senior Business Integration Specialist for Federal Reserve facilitating application changes and ecosystem testing activities. Collaborating across business lines and managing complex analyses for long - term vision support.
Senior Financial Reporting professional joining Kreston Reeves to support internal Audit teams. Responsible for delivering high - quality financial reports and managing complex assignments.
Debt Finance Associate advising on complex financing transactions for leading lenders and sponsors. Managing loan and security transactions with significant growth opportunities.