Title: Associate Director of Investor Relations

Department: Investor Relations

Work Hours: Full-time

Work Location: Remote or Hybrid

Job Responsibilities

As Associate Director, Investor Relations, you will serve as a key liaison between the Investor Relations team and the Executive Director, Investor Relations Services. You will work alongside the team in delivering day-to-day business-as-usual (BAU) operations, provide hands-on support and guidance to team members, support the Executive Director on client matters, projects, and escalations, and help maintain high standards of service, accuracy, and operational control across an assigned portfolio of clients.

This role requires a consultative, solutions-oriented, and hands-on professional with strong operational judgment, leadership presence, exceptional communication skills, and the ability to effectively partner with clients, investors, internal stakeholders, and senior leadership. The successful candidate must be capable of balancing execution, oversight, stakeholder management, and continuous improvement while serving as a trusted advisor and resource to both clients and internal teams.

Key Responsibilities:

- Perform day-to-day Investor Relations BAU work while supporting the Executive Director in managing priorities, workloads, deadlines, service quality, and team deliverables.
- Act as a key liaison between the Executive Director and the team by translating priorities into actionable plans, monitoring progress, identifying risks, and providing leadership coverage as required.
- Work alongside team members on BAU deliverables, providing hands-on support, guidance, coaching, and operational expertise during peak periods, absences, and complex assignments.
- Serve as a consultative partner to clients and stakeholders by understanding business needs, assessing operational impacts and risks, recommending practical solutions, and exercising sound judgment in day-to-day client and operational matters.
- Lead and participate in client, stakeholder, project, and leadership meetings,

representing Investor Relations professionally, facilitating discussions, driving action items to completion, and ensuring stakeholder alignment.
- Prepare and manage investor communications, portal activities, reporting deliverables, and other Investor Relations workflows in accordance with documented procedures, regulatory requirements, approvals, and maker/checker controls.
- Perform maker or checker responsibilities, as assigned, including preparing deliverables for assigned clients, independently reviewing team deliverables, and maintaining appropriate supporting documentation and auditable records in accordance with established segregation-of-duties controls.
- Support and, where assigned, manage Investor Relations projects, including portal implementations, migrations, process improvements, technology initiatives, and other strategic projects, helping drive scope, timelines,



stakeholder communication, and successful delivery.
- Coordinate with teams across HC Global offices and regions to resolve operational matters, investor inquiries, cross-functional issues, and service-related escalations in a timely and effective manner.
- Serve as a first point of escalation for client, investor, and team-related issues,

assessing impact, urgency, and risk while driving issues through to resolution.
- Support the development and performance of Investor Relations staff through coaching, mentoring, training, timely feedback, and workload coordination. Foster a collaborative and accountable team environment while escalating performance or capacity concerns to the Executive Director, as appropriate.
- Maintain and enhance procedures, process maps, training materials, and operational standards while identifying and implementing improvements that strengthen controls,

efficiency, scalability, and the overall client and investor experience.
- Prepare executive summaries, presentations, project updates, management reports,

and other decision-support materials for clients, stakeholders, and senior leadership.
- Build and maintain strong working relationships with investors, clients, internal teams, and senior leadership while promoting a culture of accountability, continuous improvement, service excellence, and operational discipline In addition to the responsibilities outlined above, the Associate Director may be assigned other duties that are reasonably related to the role and operational needs, as determined by the

Managing Directors of HC Global.

Job Specifications:

- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field,

or an equivalent combination of education and relevant experience. A minimum of seven years of relevant experience in Investor Relations, Fund Administration,

Finance, Consulting, Professional Services, or a related field is required, including leadership or supervisory experience. Experience working with teams across multiple locations and time zones is preferred. The successful candidate must be able to collaborate effectively across North American and Asian time zones, with occasional participation in meetings outside traditional business hours, subject to applicable employment standards and accommodation requirements.

- Demonstrated ability to lead meetings, facilitate discussions, prepare executive-level communications, and engage effectively with clients, stakeholders, and senior management.




- Articulate and credible communicator with excellent business writing, presentation,

facilitation, and interpersonal skills.
- Hands-on, supportive team player who can balance day-to-day BAU responsibilities with team leadership, stakeholder engagement, project participation, and support of the Executive Director.
- Strong understanding of alternative investment structures, investor servicing, and

Investor Relations operations within a fund administration, asset management, or financial services environment.
- Strong consulting, problem-solving, analytical, organizational, and decision-making skills, with the ability to assess risks, manage competing priorities, and meet deadlines.
- Demonstrated ability to exercise sound judgment and make independent decisions within established operational and risk management frameworks.
- Strong attention to detail and commitment to operational accuracy, control effectiveness, documentation standards, and timely execution.
- Proven ability to build collaborative relationships, influence stakeholders, and work effectively across functions, locations, and organizational levels.
- Proficiency in Microsoft Office Suite; experience with fund administration systems,

investor portals, workflow tools, document repositories, and secure communication technologies is an advantage.

Additional Technical Knowledge and Competencies:

- Robust knowledge of Investor Relations operations, alternative investment structures, and fund administration processes.
- Experience supporting investor servicing, investor communications, portal management,

and reporting activities.
- Consultative and solutions-oriented approach, with excellent communication, stakeholder management, and leadership skills.
- Ability to lead meetings, prepare executive-level communications, and advise clients and internal teams on operational matters.
- Strong analytical, problem-solving, project management, and organizational skills.
- Ability to assess risk, exercise sound judgment, and manage competing priorities in a fast-paced workplace.
- Experience working with geographically dispersed teams, investor portals, workflow tools, document management systems, and the Microsoft Office suite.
- Flexibility to support global operations and collaborate effectively across multiple time zones.
- Availability to occasionally participate in meetings outside standard business hours may be required to support global operations, subject to applicable employment standards and accommodation requirements.

Accessibility and Accommodation

HC Global is committed to fostering an inclusive, equitable, and accessible workplace.

Accommodations are available upon request throughout the recruitment and selection process.

Applicants who require accommodation are encouraged to contact Human Resources so that appropriate arrangements can be made in accordance with applicable human rights and accessibility legislation.

📌 Investor Relations - Associate Director (Toronto)
🏢 HC Global Fund Services
📍 Toronto