Job Posting: Client Service and Marketing Associate, Investor Relations
The Firm:
Langdon Equity Partners is a global investment firm solely focused on smaller companies based in Toronto.
The Opportunity:
This role will be part of our company's face to our valued clients and the investment community. We are customer-centric and are looking for someone who is deeply knowledgeable of and engaged in our operational processes. If you are passionate about building a business, being a trusted resource for clients, and being motivated to learn and improve, you are a great fit for the role.
Position Details:
- This is a full-time position and ideally the last company you'll work for
- You will receive a competitive base salary and participate in our annual discretionary bonus plan
- You will be based in Toronto
Accountabilities:
- Manage Key Databases: Regularly update and maintain essential databases, including Salesforce and eVestment, ensuring accurate and up-to-date information
- Respond accurately and timely to client inquiries and requests
- Provide client support to on-board new clients on the direct side of our business
- Organize Marketing Data: Collect, analyze, and organize data from various marketing campaigns to support reporting and strategy optimization
- Oversee Due Diligence & Proposal Processes: Manage the Due Diligence Questionnaire (DDQ) and Request for Proposal (RFP) processes, ensuring timely and precise completion.
- Event Support: Provide logistical and administrative support for investor events and related activities, enhancing engagement and brand visibility
- Coordinate Content Production: Oversee the content production process, from ideation through final delivery, to ensure alignment with brand and communication goals
Qualifications:
- Bachelor's degree in finance, business, or a related field
- Minimum of 2 years of experience in investment management
- Valid Canadian Securities Course (CSC) or CFA
- Strong written and oral communication skills
- Demonstrated ability to be a self-starter
How to Apply:
Please send your resume and response to the question below. Limit response to 250 words.
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