Investor Relations Senior Associate Job at Dagen, Dallas, TX

TWJDcFF4UWhSSXF1ZHFpUFFEVk1KOUZDclE9PQ==
  • Dagen
  • Dallas, TX

Job Description

Position Summary:

A local Dallas hedge fund is seeking a highly motivated and client-focused Investor Relations professional to join their team. This role is pivotal in managing relationships with institutional investors, delivering exceptional client service, and communicating complex fund strategies and financials with clarity and precision. The ideal candidate will possess strong interpersonal skills, a deep understanding of alternative investment products, and the ability to thrive in a fast-paced, dynamic environment.

Key Responsibilities:

Relationship Management & Client Service

  • Serve as a primary pointof contact for existing and prospective investors.
  • Build and maintainstrong relationships with institutional clients, consultants, and other stakeholders.
  • Coordinate investor meetings,calls, and events,ensuring a high-touch experience.
  • Respond promptly and professionally to investor inquiries, providing accurate and insightful information.

Product & Financial Understanding

  • Develop a deep understanding of the firm’s fund strategies, performance drivers, and portfolio positioning.
  • Interpret and communicate fund performance, risk metrics, and financial statements to investors.
  • Collaborate with IR marketing, portfoliomanagers and investment teams to stay current on fund developments and market trends.

Reporting & Communication

  • Prepare and distribute investor communications includingmonthly/quarterly letters, reports, presentations, and ad hoc updates.
  • Assist in the creation of marketing materialsand due diligence questionnaires (DDQs).
  • Ensure consistency and accuracy in all investor-facing materials.

Cross-Functional Collaboration

  • Work closelywith compliance, legal, operations, and finance teams to support investor onboarding and ongoing servicing.
  • Partner with the Investment Team to supportfundraising efforts and investor engagement.

Qualifications:

  • Bachelor’s degree in Finance, Economics, Business, or relatedfield; MBA or CFA a plus.
  • 3–7 years of experience in investor relations, client service, or capital markets, preferably within a hedge fund or asset management firm.
  • Strong understanding of hedge fund structures, investment strategies, and financial reporting.
  • Exceptional communication skills—both written and verbal—with the ability to simplify complex concepts.
  • Highly organized, detail-oriented, and capable of managing multiple priorities.
  • Proficiency in MicrosoftOffice Suite; familiarity with CRM systems and performance analytics tools is a plus.

Job Tags

Local area,

Similar Jobs

Goldfish Swim School

Lifeguard Job at Goldfish Swim School

 ...Flexible scheduling Culture driven company Employee recognition programs Primary Responsibilities: Keep swimmers safe with lifeguard supervision Provide any first aid necessary Job Qualifications and Skills Ability to work with children Excellent... 

JX Enterprises, Inc.

Purchasing Manager Job at JX Enterprises, Inc.

 ...every aspect of our company. Join us in growing all aspects of our business while embodying these values. Job Purpose: The Purchasing Manager is responsible for leading the strategic and operational management of parts procurement across the JX network, including... 

netPolarity, Inc. (Saicon Consultants, Inc.)

Executive Assistant Job at netPolarity, Inc. (Saicon Consultants, Inc.)

 ...Job Description Seeking a highly resourceful and polished Executive Assistant to support senior executives in a dynamic, fast-paced...  ...multiple time zones. Coordinate logistics for in-person and virtual meetings, including room bookings, catering, and technical setup... 

Cox Monett Hospital

Food and Nutrition Manager Job at Cox Monett Hospital

 ...Description :Job Summary The Food & Nutrition Services Manager is responsible/accountable for leading and managing retail, Food and Nutrition Services. Overseas, plans, directs, implements, supervises and evaluates the food production, retail and clinical operations... 

Murphy & Associates, Inc.

iOS Developer Job at Murphy & Associates, Inc.

 ...role located in the Greater Seattle Area. Remote work is available; team sits in the...  ...concerns, etc.).Experience building enterprise iOS.Experience with SwiftUI.Have experience...  ...your LinkedIn profile.Keywords iOS, iOS Developer, Application Developer, Application...