Lead Client Services, Investor Relations, Auckland

Job Details: Lead Client Services, Investor Relations The below information outlines the role title, location and details of our vacancy. Please review and select "apply" to formalise your interest. Vacancy Name: Lead Client Services, Investor Relations Vacancy No: VN115 Description New Forests () seeks a qualified candidate for the position of Lead Client Services, Investor Relations.This new role is critical to support New Forests’ key initiatives related to profitability and business excellence. The role will ensure coordination and execution of best practices with respect to client services, generate efficiencies in reporting and delivery of client services, and systematically seek to drive continuous value for our clients.The Lead Client Services role will be responsible for implementing and coordinating client support functions for existing clients invested with New Forests across our global platform. Reporting to the Global Head of Investor Relations, this role will work closely with New Forests’ Global Head of Funds Management and finance teams to understand our clients’ needs and to deliver high quality client support services. The role will work to ensure New Forests maintains high-quality investment clients who are provided timely, thoughtful, and accurate information.You will be a member of the Investor Relations team which oversees capital raising, communications, client relations and reporting for New Forests. The team operates in a fast‐paced environment with a strong focus on high quality, long‐term and transparent investor relationships. The Lead Client Services role will be responsible for managing both day-to-day client issues as well as more strategic client matters. The role will also oversee quality control and undertake process improvements to ensure high standards and operational excellence are met in the delivery of services to our clients.Key Responsibilities The Lead Client Services role will be primarily responsible for the following functions: Create a value-adding client services platform: This involves having a detailed understanding of clients’ objectives and needs via in-person or virtual meetings, regular engagement throughout the year, and maintaining a close watch of clients’ annual reports and relevant industry news.Coordination, management, and distribution of quarterly reporting: Coordinate closely with New Forests’ Global Head of Funds Management as well as the finance team, portfolio management teams, and compliance officer to produce and distribute globally consistent quarterly reports, side letter reports, and other special reports to clients.Execution of annual investor meetings: In conjunction with relevant individuals and teams, coordinate and execute annual meetings and investor tours in Australia, New Zealand, Southeast Asia, Africa and the United States. Support global management of client issues: Working closely with the Global Head of Investor Relations and the regional client services team members, oversee management of client issues and communications.Develop efficiencies and improvements in client services and reporting: Work with the Global Head of Funds Management, finance and portfolio management teams to improve internal information management systems. Supervise staff in execution of client services: The regional client services team members will report to the Lead Client Services.Some travel internationally as required. Qualifications, Experience and Strengths We are seeking candidates with the following qualifications, experience, and strengths: Excellent project management capability. Direct institutional client management experience. Experience working in alternative assets and/or impact investing.Superior writing and editing skills. Excellent verbal communication. A demonstrated and knowledgeable interest in sustainability and responsible investment. Minimum bachelor’s degree in business, economics, finance, liberal arts, or equivalent preferred. A high degree of proficiency in Microsoft Office (Word, Powerpoint, and Excel).Experience in investor reporting automation tools and systems. How to Apply We pride ourselves on having a supportive New Forests culture that is inclusive to all and we would love to learn how you can bring your unique skills and experience to our business. If you have experience in any of these areas, we encourage you to apply for our roles, even if you only meet some of the criteria.To apply, please provide your resume in PDF format. Phone calls will not be accepted however you may contact us through email: . New Forests is a Certified B Corp and an Equal Opportunity Employer that values diversity and inclusion. We offer flexible working arrangements to all employees to support their work/life balance.#J-18808-Ljbffr