Company Overview:
Founded in 1988, Doliver Advisors is a registered investment advisor and boutique multi-family office. We have been managing client wealth for over 35 years for high-net-worth individuals, trusts, IRAs, estates, partnerships, foundations, 401ks, and beyond. Built on a commitment to wealth preservation and long-term growth, Doliver manages approximately $565 million in assets for approximately 250 clients.
Position Overview:
We are seeking an enthusiastic Investor Relations Coordinator to play a key role in managing relationships with investors and supporting communication efforts. The ideal candidate will have a strong interest in finance, excellent communication skills, and a proactive approach to investor relations.
Key Responsibilities:
- Serve as a primary point of contact for investor inquiries and requests.
- Coordinate investor meetings, calls, and presentations.
- Assist in the preparation of investor communications and materials.
- Maintain investor databases and ensure accuracy of investor records.
- Monitor investor feedback and provide insights to internal teams.
- Develop and execute investor relations strategies to effectively communicate the company's performance and investment thesis.
- Build relationships with investors to enhance the company's reputation in the financial community.
Knowledge, Skills, and Abilities:
- Strong interpersonal and communication skills, both written and verbal.
- Ability to prioritize tasks and work effectively in a fast-paced environment.
- Proficiency in Microsoft Office suite and CRM systems.
- Proficient in marketing tools and platforms, as well as Microsoft Office.
Experience & Education:
- Bachelor's degree in Finance, Business, Economics, or related field.
- 2+ years of experience in investor relations, client services, or a related role.
Doliver Advisors, L.P. is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Ability to Commute:
- Houston, TX 77057 (Required)
Ability to Relocate:
- Houston, TX 77057: Relocate before starting work (Required)
Work Location: In person