Investor Relations Associate
Office Based
Amazing career development
Unico are delighted to continue to work with this growing, passionate organisation, who are at the top of their game.
We are looking for a motivated, detail-oriented Investor Relations Associate to help grow and manage a private investor client base. This role focuses on capital raising, investor communication, and relationship management.
The role
- Serve as main contact for investor queries(email, phone, Teams)
- Maintain strong relationships with investors and intermediaries
- Support investor engagement via updates and reporting
- Manage onboarding client checks, registration documentation, allocations, and CRM systems
- Assist in capital raising campaigns, outbound engagement, materials preparation, and event organisation
- Track investor activity, inflows, redemptions, pipeline, and provide internal reporting
- Identify opportunities for process improvement and support new products and acquisition strategies
Key Skills & Experience
- 1-3 years’ experience in financial services, sales, or client- facing roles
- Excellent writtenand verbal communication
- Highly organised, attentive to detail, comfortable with HNW individuals
- Commercial mindset, interestin investments and markets
- Proficient in Microsoft Office and CRM systems
- investor relations/private banking experience, knowledge of alternative investments, FCA compliance, CRM platforms (Zoho/Salesforce)
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