Investor Relations Senior Associate Job at Dagen, Dallas, TX

SG5VVWxGNkd3VnNlMFZlcHBFb3pNNEZDVkE9PQ==
  • 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

Provider Solutions & Development

Internal Medicine Physician Job at Provider Solutions & Development

Pacific Medical Centers' First Hill clinic is seeking an Internal Medicine Physician to join an established Primary Care team at the First Hill Clinic in Seattle, Washington. This is a hybrid role that will require the physician to provide a mix of telehealth and in-person... 

RJ Schinner Co

Distribution Warehouse Receiver | 1st Shift Job at RJ Schinner Co

Build your career with RJ Schinner, a growing, family-owned wholesale redistributor with over 70 years of success . We have 20 distribution centers throughout the US, 600+ employees, and provide disposable paper, cleaning, and food service packaging products to distributors...

OPTO International, Inc.

Senior Interior Designer Job at OPTO International, Inc.

 ...About the Company OPTO designs and manufactures retail...  ...retail designer to assist and lead customer accounts...  ...that is ready to be part of a collaborative design...  ...s degree or higher in Interior Design Minimum of 5...  ...s success Effective time and stress management skills... 

AMVAC U.S.

International Logistics Coordinator Job at AMVAC U.S.

 ...international transportation insuring compliance globally. International logistics experience required; shipping and transport of Hazardous...  ...Works closely with Manufacturing, Purchasing, Supply Chain and the International Sales teams providing excellent internal... 

Opusing LLC - Staffing Agency

Technical Writer Job at Opusing LLC - Staffing Agency

 ...Title : Technical Writer I Location : San Jose, CA 95134 (Hybrid) Duration : 03+ Months Contract Pay Rate : $53.74/Hr. on W2 Shift : Morning shift 9am-5pm with 1 hour lunch Hybrid Schedule:- Tuesdays and Thursdays are required, the third day can be selected...