Senior Associate/Vice President - Investor Relations

Position: Senior Associate/VP - Investor RelationsReports toHead of Investor Relations & MarketingAbout Wafra:Wafra Inc. ("Wafra") is a leading global investment firm managing over $28 billion in assets. Wafra offers a range of investment services, focusing primarily on Strategic Partnerships, Real Assets, and Real Estate. Wafra is headquartered in New York and has offices in London and Bermuda. We have over 180 professionals globally.Position Summary: We are looking for a dynamic Investor Relations professional to manage Due Diligence Questionnaires (DDQs) and Request for Proposals (RFPs) while also supporting broader IR initiatives. The ideal candidate is highly organized, detail-oriented, and experienced in building and maintaining strong investor relationships. A proactive, solutions-driven mindset and excellent writing and content management skills are essential, with experience in AI tools to enhance efficiency and accuracy.Duties and Responsibilities:DDQ & RFP Management: Own the full lifecycle of DDQs and RFPs, ensuring timely and high-quality submissions that align with the firm's messaging and investor requirements.Cross-Functional Collaboration: Oversee a centralized repository of responses within Qvidian, ensuring consistency, accessibility, and ease of use. Work closely with investment, compliance, operations, IT, legal teams, and other internal stakeholders to gather necessary insights, refine responses, and maintain a comprehensive and accurate database.Qvidian Management: Manage and optimize the firm's Qvidian database, ensuring all content is well-organized with meta-data, and structured to maximize AI-driven automation for generating accurate and efficient responses.General Investor Relations SupportAssist with broader IR initiatives, including investor presentations, marketing materials, and reporting, to support fundraising and investor engagement efforts.Investor Account Management: Provide ongoing account management, maintain strong relationships with existing investors, and deliver timely, high-quality service to address inquiries and reporting needs.Qualifications: DegreeBachelor's Degree required. Finance, Marketing, Communications or a related field preferred.ExperienceMinimum 5 years in investor relations, RFP/DDQ writing, or a related role within asset management, private equity, or alternative investments.AI & Automation ProficiencyHands-on experience with AI-driven content generation and workflow automation tools in financial services required.Project ManagementDemonstrated ability to manage multiple RFP/DDQ projects under tight deadlines.Attention to DetailExceptional accuracy in data management, proofreading, and compliance-sensitive content.Data Management & AccuracyStrong understanding of data governance, organization, and quality control to ensure clean and accurate data.Strong Writing & Communication Skills: Ability to craft clear, compelling, and investor-focused responses.Collaboration & Initiative: Ability to work independently while effectively partnering with cross-functional teams.Technical SkillsIntermediate level functionality with Qvidian or similar products and Microsoft suite including CoPilot,Benefits/Compensation:The anticipated base salary for this role is $140,000 - $175,000. The compensation range for this role is specific to New York City and actual base salary will be determined by several components including but not limited to an individual's experience, skill set and qualifications. Wafra is committed to the wellbeing of all employees and the hired candidate will be offered our comprehensive benefits package, including but not limited to, retirement benefits, health insurance, life insurance, paid holidays and time off and various wellness benefits.

Created: 2025-02-14