Our Client Currently looking for IR & Operations Manager

RESPONSIBILITIES

Investor Relations & Onboarding

–    Own the investor onboarding process end-to-end — subscription documentation, KYC/AML compliance, and signature workflows

–    Manage day-to-day investor communications: status updates, queries, and routine correspondence with current and prospective investors

–    Coordinate and issue investor notices — closing notices, interest payments, maturity notifications, and other required communications tied to the investment lifecycle

–    Keep investor records accurate and current across all relevant systems

–    Support the preparation of investor-facing materials — translating offering documents and legal terms into clean, readable summaries and presentations, using AI tools to draft and iterate

Investment Lifecycle & Operations

–    Administer lifecycle events across the firm’s portfolio of structured investments — tracking key dates, triggering required actions, and ensuring nothing is missed

–    Coordinate interest and principal payment processes, working with relevant counterparties to ensure accurate and timely execution

–    Maintain and update the investment register, ensuring all positions, terms, and events are accurately recorded

–    Track compliance deadlines, maintain regulatory records, and flag anything approaching — nothing should fall through the cracks

–    Document processes as you build them — SOPs, checklists, and workflow notes that make the function transferable and auditable

–    Support transaction execution: document preparation, template management, and filing

Systems & Tooling

–    Actively support the buildout of the firm’s CRM and operational tooling — documenting business rules, workflow logic, and operational constraints so that technical teams can build accurately and efficiently

–    Set up and manage interim tools to keep the function running while permanent systems are developed — Notion, Airtable, HubSpot, or similar

–    Use AI tools actively in your day-to-day work: drafting, summarizing, building templates, structuring data, and reducing manual workload wherever possible

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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