Top Investor Relations Executive jobs in Bergenfield, NJ

Top Investor Relations Executive plans and directs all aspects of an organization's investor relations policies, objectives, and initiatives. Fosters and improves relations between an organization and its shareholders as well as the general financial community in order to maximize the value of the organization's stock. Being a Top Investor Relations Executive ensures the availability of financial reports to investors and manages the proxy solicitation process. Requires a bachelor's degree. Additionally, Top Investor Relations Executive typically reports to top management. The Top Investor Relations Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Investor Relations Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Investor
  • U.S. Bank
  • Hackensack, NJ FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

    We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.

    S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

    Try new things, learn new skills and discover what you excel at all from Day One.

    Job Description

    The Investor Services department is responsible for the accurate processing and maintenance of investor registers and documentation for the funds we administer.

    Associates are responsible for ensuring that existing and prospective investors meet eligibility, compliance and anti-money laundering ( AML ) guidelines when processing investor-related transactions, including subscriptions, redemptions, transfers and re-registrations, as well as the generation and distribution of confirmations.

    Associates are also responsible for reconciling trade information against clients’ expected transactions and monies received from investors.

    Additional responsibilities include written and oral correspondence with the fund and investors regarding AML documentation and transactions.

    The Investor Services department works closely with the legal / compliance team as needed. Associates are also a resource for client and investor inquiries regarding their transactions and documentation outside of the trade processing cycle.

    Associates are expected to have a basic understanding of the overall direction of USBFS’ Alternative Investment ( AI ) business, core services of AI, and ancillary products and services provided to the AI client base.

    Associates are also responsible for monthly investor services data in SOC 1 checklists for applicable funds.

    General Investor Services

    Addressing investor inquires / requests such as;

    i. Ensuring all investor queries and requests are received from authorized individuals

    ii. Responding to investor / client queries promptly

    iii. Requests for investors statements

    iv. Request / updates for transaction activities,

    v. Fund related performance requests

    vi. Facilitating the completion of investor audit requests

    Capital Activity

    i. Processing of subscription, redemption, and transfers, working with internal / external groups to resolve any discrepancies

    ii. Coordinate the collection of fully executed documents with investors

    iii. Collect and review all appropriate Tax / Fatca documentation from investors

    iv. Collect and review all appropriate AML / KYC documentation from investors

    Reporting

    i. Distribution of Investor reports;

    a. Investor Statements

    b. Contract Notes

    c. Capital Call Notices

    d. Distribution Notices

    ii. Distribution of Client Reports

    a. Capital Activity Reports

    b. Audited / Unaudited Financial Statements

    c. Investor Letters

    d. Schedule K-1’s

    Cash

    i. Review of incoming subscription funding from investors

    Additional responsibilities include :

    o Understanding the policies and procedures of the AI department

    o Understanding the information flow through the various AI systems

    o Knowledge of how to use the various systems specific to the job function

    o Ability to communicate information carefully in order to manage client relationships

    o Active listening to obtain information and understand client needs

    o Written correspondence that is clear, professional and grammatically correct

    Basic Qualifications

    • Bachelor's degree in Accounting, Finance or a business-related field, or equivalent work experience
    • Two to five years of related experience, preferably in portfolio / partnership accounting

    Preferred Skills / Experience :

    o Strong attention to detail required

    o Effective verbal and written communication skills

    o Ability to manage multiple tasks / projects simultaneously while meeting deadlines

    o Ability to perform research and analysis

    o Strong knowledge of Microsoft Office Word, Excel, Outlook

    o Ability to work independently with minimal supervision while participating in a team environment

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .

    Benefits :

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.

    That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

    Our benefits include the following (some may vary based on role, location or hours) :

    Healthcare (medical, dental, vision)

    Basic term and optional term life insurance

    Short-term and long-term disability

    Pregnancy disability and parental leave

    401(k) and employer-funded retirement plan

    Paid vacation (from two to five weeks depending on salary grade and tenure)

    Up to 11 paid holiday opportunities

    Adoption assistance

    Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    Last updated : 2024-03-02

  • 13 Days Ago

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Public Relations Manager
  • Public Relations Firm
  • Hackensack, NJ FULL_TIME
  • Public relations firm is looking for a professional with either interest in or experience in the home furnishings, design, retail, architecture and hospitality industries. You will represent leading c...
  • 9 Days Ago

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Vice President/General Manager of Public Relations
  • Public Relations Firm
  • Hackensack, NJ FULL_TIME
  • Top public relations firm is looking for a vice president/general manager for its New Jersey office. We represent leading corporations, consumer product brands and not-for-profit organizations.The can...
  • 12 Days Ago

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Public Affairs Manager
  • Public Relations Firm
  • Hackensack, NJ FULL_TIME
  • Public relations firm is looking for an experience public affairs manager with strong media relations experience. We have clients in the energy, federal budget, environmental and foreign policy sector...
  • 9 Days Ago

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Personal Injury Trial Attorney (10+ years experience)
  • Top Tier Reps LLC
  • Teaneck, NJ FULL_TIME
  • The Law Firm is a practice of 30 civil trial attorneys seeking to hire several attorneys from experienced to 10 plus years of experience to work with our 12 Certified Civil Trial Attorneys in preparin...
  • 2 Days Ago

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Bankruptcy Attorney
  • Top Tier Reps LLC
  • Hackensack, NJ FULL_TIME
  • Seeking a bankruptcy attorney with 2 years of experience to join our Delaware, New Jersey or New York offices.We seek a motivated individual devoted to meeting the highest standards of excellence and ...
  • 2 Days Ago

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0 Top Investor Relations Executive jobs found in Bergenfield, NJ area

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Dealer Relationship Representative
  • OneMain Holdings, Inc.
  • New York, NY
  • **Dealer Relationship Representative** **Full Job Title:** Dealer Relationship Representative **Job Number:** R2202-2973...
  • 3/18/2024 12:00:00 AM

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Stone Sales Project Manager
  • Marazzi Group
  • Moonachie, NJ
  • Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Ti...
  • 3/18/2024 12:00:00 AM

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Technical Solutions Consultant II
  • Russell Tobin & Associates
  • New York, NY
  • What are we looking for in our Technical Solutions Consultant II? Technical S0lutions Consultant 12+ months contract wit...
  • 3/16/2024 12:00:00 AM

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Customer Support Operation Executive
  • Cargill Inc.
  • New York, NY
  • **Customer Support Operation Executive** **Job ID** 171505 **Date posted** 12/13/2021 **Location :** Kuala Lumpur, Malay...
  • 3/16/2024 12:00:00 AM

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Customer Service Representative - Holborn - Full Time
  • Metro Bank
  • New York, NY
  • Customer Service Representative - Holborn - Full Time **Location** Holborn As a Customer Service Representative, you wil...
  • 3/16/2024 12:00:00 AM

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Sales Associate - Franchise Posting
  • Aarons, Inc.
  • Lodi, NJ
  • **Overview** As a Customer Account Manager, you will be integral in helping our customers achieve ownership by providing...
  • 3/16/2024 12:00:00 AM

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Lead Teacher
  • The Learning Experience - Corporate Childcare Centers
  • Paramus, NJ
  • Benefits: 401(k) Dental insurance Employee discounts Health insurance Training & development Tuition assistance Vision i...
  • 3/15/2024 12:00:00 AM

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Community Relations Intern
  • Bondi New York
  • New York, NY
  • About Us Bondi New York is a five free and fashion forward nail lacquer brand from Beauty Gives Back, Inc. Beauty Gives ...
  • 3/15/2024 12:00:00 AM

Bergenfield is a borough in Bergen County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 26,764, reflecting an increase of 517 (+2.0%) from the 26,247 counted in the 2000 Census, which had in turn increased by 1,789 (+7.3%) from the 24,458 counted in the 1990 Census. Bergenfield was formed on the basis of a referendum held on June 25, 1894, from portions of Englewood Township and Palisades Township.[21][22][23] The borough was formed during the "Boroughitis" phenomenon then sweeping through Bergen County, in which 26 boroughs were formed in the co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investor Relations Executive jobs
$358,302 to $533,273
Bergenfield, New Jersey area prices
were up 1.5% from a year ago

Top Investor Relations Executive in Middlesex, NJ
Vincenzo Narciso, one of three managing directors focused on investor relations and fundraising in Europe, left the firm last week, according to UK business registry Companies House.
December 08, 2019
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Another senior executive has left the Carlyle Group’s London office, as the firm nears a final close on its latest European buyout fund.
December 28, 2019