Investment Relations Associate

Position Summary:

The Investment Relations associate will focus on assisting administration  duties through our online portal and other sales tools. This covers assisting in data entries and audits of our online systems as well as direct correspondence with clients to assist in their request and support our sales team. The Team Member will work as part of the ZT Corporate Private Equity Team and report to the Manager in the day-to-day aspects of client relationships and to support high client satisfaction.  

Responsibilities:

• Prepare and maintain marketing materials, including presentations, and ad hoc requests.
• Proactively manage existing CRM system and online portal, ensuring
  • (1) all investor profiles are updated with recent meeting notes and documented next steps and
  • (2) consistent and prioritized communications with prospective investors.
• Assist with ad hoc investor requests regarding documentation or  their investments.
• Attending and assisting  at local investor events including setup, sign ins, and requests for information from relevant parties

Qualifications:

• Strong written, verbal and presentation skills.
• Aptitude for numbers, accuracy and organization.
• Ability to work accurately and quickly under pressure.
• Creative problem-solving skills including the ability to identify, recommend and implement solutions.
• Ability to learn and adapt to new technologies and systems.
• Experience with MS Excel and other Microsoft suits
• Ability to work in a collaborative environment that requires collaboration with multiple teams.