Investor Relations Associate Client Services & Reporting

Posted 10 days ago

alm first groupBrooklyn (NY)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Mid

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About the role

ALM First Financial Advisors, headquartered in Dallas, TX, seeks an Associate, Investor Relations to support client onboarding, reporting, and materials that fuel new business initiatives. You will work with investment data across fixed income and equity strategies, prepare client reports, and help develop sales materials while coordinating with investment management, operations, analytics, marketing, and compliance teams.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.