Investor Relations CO-OP

What you'd do

• Maintain CRM data quality through routine review of investor data and assist with data backfills when needed.
• Support downstream internal and external custodian investor reporting by coordinating inputs, performing quality checks, and helping ensure timely, accurate delivery.
• Assist with ad hoc anti-money laundering screening, escalating as needed, and documenting outcomes per internal procedures.
• Maintain the DDQ/RFP library by updating/organizing categorization to standard responses, and ensuring version control along with content consistency.
• Monitor vendor and platform invoicing to payment completion and establish a calendar of deliverables.
• Assist with new product onboarding by tracking required steps, coordinating stakeholder reviews, and maintaining documentation.
• Monitor news and research licenses by tracking renewals and entitlements to keep access current.
• Support fundraising industry news deliverables by gathering articles and compiling materials for data input.
• Cross-train to provide overflow support for investor onboarding, correspondence merging, monthly/quarterly reporting, and ad hoc requests.
• Complete special projects as assigned.

What they want

• Currently enrolled in a BS/BA program.
• 0-2 years of previous administrative experience.
• Previous finance industry or operations experience preferred.
• Strong organizational skills, extremely detail oriented.
• Self-starter with the willingness to learn.
• Ability to multitask and prioritize workload in an environment of tight deadlines and high quality standards.
• Must be team oriented and able to operate autonomously and collaboratively.
• Excellent verbal and written communication skills and a professional, proactive attitude.
• Ability to handle confidential and sensitive information with appropriate discretion.