Investor Relations Manager

A “Day in the Life” of the Investor Relations Manager

The Investor Relations Manager owns the entire investor experience—from onboarding and communication to tax documentation and community engagement. You will be the central point of contact for all investor relationships and ensure every investor has an amazing, seamless, proactive journey. You can expect to host and attend investor events, webinars, and one-on-one meetings to effectively communicate the firm's investment strategy and value proposition. This person should be an experienced professional with direct investor relationships, a strong track record of client management and capital raising, the ability to develop and execute investor outreach strategies, and the ability to effectively communicate an investment strategy to current & prospective investors with the goal of fostering relationships and raising capital.

Core Tactics

Investor Communication & Relationship Management

• Primary point of contact for 200+ investors.
• Conduct proactive investor check-ins once per quarter per investor.
• Provide fast, high-touch, frictionless communication.
• Track and maintain investor satisfaction and sentiment.

Monthly Project Reporting

Investor Community Engagement

Operational Excellence

Onboarding & Capital Raise Support

Data, Systems & Reporting

Characteristics of the Role

Potere Search, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, protected veteran status, sexual orientation, or any other characteristic protected by federal, state, or local laws.