Redwood-Kairos is seeking an assistant or analyst who will play an active role in supporting the investor relations team. The assistant must be a career oriented team-player with a positive and proactive attitude, excellent attention to detail, and the ability to communicate clearly and effectively. There will be a client facing component to this role once the associate has proven their ability to take ownership of the following responsibilities.

Responsibilities:

- Assist with the review and organization of subscription documentation and investor forms

- Perform timely and accurate on boarding of clients, including: gathering, organizing, and inputting data into CRM

- Collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports, annual disclosures

- Document signature management and electronic maintenance of all related documents

- Work with internal and external compliance teams to ensure documents, marketing materials, company website, and SEC filings are timely, compliant, and consistent

- Assume project ownership of planned events, including creating timelines and checklists

- Develop an understanding of how investors operate to better service them

- Maintain company website and Linkedin pages updated

- Coordinate requests through to completion

- Be extremely organized and maintain investor database

Competencies:

- Highly organized, process-oriented

- Ability to work well under pressure and respond to shifting priorities

- Excellent judgment and the ability to handle confidential information with complete discretion

- Self-motivated, creative problem solver, with great time management skills

- Naturally collaborative, enjoys interacting with and helping individuals at all levels

Qualifications:

- Bachelor’s degree required

- 2-4 years of relevant experience at an investment management, asset management, wealth management, investment consulting, or financial services firm

- Must be adaptable, committed, and team-oriented, with flexibility to work long hours at times

- Professional demeanor

Preferred:

- Experience developing strong working relationships with the operating and investment functions at client organizations

- Event planning or graphic design experience a plus