Investor Relationship Manager

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 Alts 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.

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