Investor Relations Associate.
This mandate is run by SYMPHONI HR, a Mumbai-based executive search firm, est. 2003. Applications are email-verified and reach the search team running the role — confidentially, always.
About the organisation.
Our client is a prominent global financial services firm specializing in alternative credit and asset management. They are known for their rigorous investment approach and commitment to delivering value to a sophisticated institutional investor base. The firm fosters a collaborative, high-performance culture that encourages professional growth and excellence.
About the role.
This role is based in Mumbai and focuses on supporting the alternative credit product management and investor relations function. You will play a key role in bridging the gap between investment performance and investor communication by creating high-quality marketing materials and detailed financial reports. This is a hybrid position ideal for a professional looking to deepen their expertise in credit markets and investor engagement.
What you will do.
- Support all aspects of investor relations including product development and marketing strategy.
- Create and maintain marketing and due diligence materials for alternative credit funds.
- Provide ongoing support for fund reporting and investor presentation development.
- Manage investor information requests and conduct market and competitor research analysis.
- Produce accurate monthly, quarterly, and ad hoc fund reports for investors.
- Interpret complex portfolio data and synthesize key investment metrics into clear, investor-ready communications.
- Update and enhance existing fund-specific data within client-facing materials.
What you bring.
- Bachelor’s degree in business, finance, accounting, or a related field.
- 3–5 years of experience in an investor relations or product specialist role, or a background in credit.
- Advanced proficiency in Excel and data visualization tools such as Power BI.
- Strong verbal and written communication skills with the ability to synthesize complex data.
- Proven experience working within a financial services firm.
- Ability to work effectively both independently and as part of a collaborative team.
- Strong attention to detail and commitment to high-quality reporting standards.
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