Investor Relations Executive

City of London Permanent £30,000 - £34,000 per year View Job Description
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.
  • Opportunity for career development in Financial Services.
  • Client-facing position with exposure to a range of products.

About Our Client

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.

Job 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

The Successful Applicant

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.

What's on 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.

Contact
Felix Marufu
Quote job ref
JN-092025-6835231
Phone number
+44 207 645 1441

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Asset Management
Sector
Financial Services
Location
City of London
Contract type
Permanent
Consultant name
Felix Marufu
Consultant phone
+44 207 645 1441
Job reference
JN-092025-6835231