Investor Relations Operation Analyst

The Investor Relations Operation Analyst position reports directly to the VP of Operations and Investor Relations of Peachtree PC Investors and assists in presenting and consistently applying a best-in-class investment experience to existing and potential investors as well as our selling group. Your primary responsibility will be to foster and maintain positive relationships between our organization and its investors. You will play a crucial role in ensuring effective communication, transparency, and trust between the company and its shareholders. This position requires a combination of financial acumen, communication skills, and strategic thinking to represent the company's financial performance and outlook to the investment community.

The position responsibilities include:

• CRM/Investor Portal: maintaining and updating investor records and accurate investment positions to facilitate client service and operational functions for investors
• Compliance: Coordination with and between investors and fund administrators for review and follow-up of onboarding documents to ensure compliance with applicable regulatory rules and company guidelines
• Investor Communication: assisting in preparation of materials for investors including presentations, quarterly/annual reports, account statements, and ad hoc reports
• Marketing: heavy use of tools to enable effective distribution of materials to investors and potential investors

The ideal candidate will possess the following skills:

• Have previous experience in broker dealer operations and Investor Relations
• Strong understanding of financial markets, accounting principles, and regulatory requirements
• Excellent organizational skills with ability to multitask
• Have a high level of professionalism
• Be extremely detail-oriented and have problem-solving skills
• Excellent verbal communication skills
• Excellent written communication skills to prepare and convey appropriate messages to investors
• To be a flexible and proactive learner and be able to work within a team