Investor Relations

Roles & Responsibilities:

·      Manage distributor and investor queries for Alt products across all asset classes.

·      Serve as the primary point of contact for existing and prospective HNI investors of Alt's products including AIF, PMS and others.

·      Act as the primary point of contact for all distribution-related queries, including distribution agreements, brokerages, client inquiries, emails, due diligence questionnaires, additional ad hoc requests and more.

·      Manage end-to-end investor onboarding, including documentation, KYC, compliance checks etc.

·      Work with internal teams to prepare client communication content including distributions, calculations for waterfalls such as capital repayment, hurdle rates, fees, and related components.

·      Hone a strong understanding of distribution partner and platform operations.

·      Liaise with internal departments (Legal & Compliance, Finance, Operations, etc.) to ensure smooth information flow and timely deliverables.

·      Support fund management activities including capital calls, distributions, and investor reporting.

·      Address investor queries professionally and promptly.

·      Assist in preparing investor communication, presentations, MIS reports, and periodic fund updates.

·      Maintain accurate investor data, documentation, and compliance records.

·      Work closely with Finance, Compliance and Operations teams to understand taxation-related aspects relevant to investor queries and fund structures.

·      Create and manage support tickets on the internal ticketing system and ensure timely escalations where necessary.

Criteria:

·      Minimum 3 years in Investor Relations, Fund Operations, Fundraising, or Alternative Investment roles (REITs, AIFs, PMS, or real estate funds).

·      Bachelor's or Master's in Finance, Commerce, Economics, or related fields with strong academic record. Additional certifications like CFA, CA, or MBA (Finance) are a plus.

·      Strong understanding of alternative investment funds (AIFs), portfolio management schemes (PMS), investment advisory (RIA) is essential.

·      Excellent analytical and communication skills (verbal and written).

·      Strong understanding of KYC/AML, investor onboarding, fund administration, and basic taxation concepts.

·      Proficient in MS Office, CRM tools, and digital investor platforms.

·      High attention to detail, organizational skills, and ability to manage multiple stakeholders.

·      Assertiveness, empathy and professional conduct while dealing with investor concerns.

·      Professional, proactive, and comfortable liaising with investors, fund managers, and internal teams in a fast-paced environment.