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Job Opportunity: Investment Relations Associate

Date   Oct 11
Listing No.   IE278601
Sector   Banking, Investment & Financial Services
Region   Center
City/Yishuv   Tel Aviv
Investment Relations Associate

• Provide support, assist in all Back-Office operations.
• Maintain and up-sell accounts to reach business objectives, targets & goal.
• Track sales opportunities, sign investors on legal documents.
• Work closely with investors as well as wealth managers.
• Work with Salesforce on a daily basis, implementing data to ensure accurate information and details are kept neat and updated.


A seasoned investor relations manager with 3+ years experience working in Sales or Revenue operations in a B2B sales organization.
Experience in insurance companies/capital market (investment houses, banks, wealth management offices, etc.
Experience in working with Salesforce formula fields, workflows, custom views, reporting, and dashboards.
Must be organized and possess a high level of administrative ability to effectively manage a company’s database and documentation.
Excellent interpersonal and communication skills
Good level of English.

Nice to have

Full control of Office with an emphasis on Excel.
Ability to withstand pressure.
Willingness to be flexible in hours.
Bachelor's Degree in Finance fields.
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