VP of Investor Relations

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TBG | The Bachrach Group
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Houston, TX
recency icon Posted 01-25-2025

Job Description


Summary:TBG is seeking a dynamic VP of Investor Relations for a boutique financial advisory firm. This role involves managing investor relationships, supporting current and prospective investors, and providing strategic insights to the firm's executives.Responsibilities:Expand and maintain the investor base.Identify and secure new investors.Provide transparent updates to stakeholders and educate them on firm performance.Liaise with industry regulators and act as a corporate representative.Create impactful investor presentations and financial visualizations.Align senior management with the firm's core values.Collaborate with third-party service providers.Keep investors informed on performance and manage their requests (redemptions, subscriptions, documentation).Participate in strategic meetings with executives.Qualifications:10+ years in financial services, with experience in commodities trading or asset management/alternative investments.Bachelor's degree in finance, economics, business, or marketing (master's preferred).Active Series 3 license (required). If inactive, must have been active within the past 18 months.Exceptional communication and presentation skills.Established relationships with institutional investors, family offices, endowments, and sovereign funds.Proven ability to build relationships with industry leaders.