The Investor Relations Associate will support a diverse client base, ensuring satisfaction while collaborating internally to optimize client experiences and manage onboarding processes.
It’s rare that a new asset class is born. Nevertheless, we’re witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few years.
This is an exciting moment for Bitwise as a firm. For eight years, we have established a track record of excellence managing a broad suite of index and active solutions across ETFs, separately managed accounts, private funds, institutional staking, and hedge fund strategies. This year, we crossed $15B in client assets and are growing quickly. Thousands of financial advisors, family offices, and institutional investors partner with Bitwise to understand and access the opportunities in crypto. We are known for providing unparalleled client support through expert research and commentary, a nationwide client team of crypto specialists, and deep access to the crypto ecosystem.
Currently, Bitwise is a close-knit team of 100+ global professionals. Think of us as a mix of an asset manager and a tech start-up. We’re backed by some of the most accomplished investors in venture capital and veterans of the financial services world. We love working together, we love what we do, and we’re excited about what’s ahead.
We’re looking for an exceptional individual to join our team and take on important responsibilities to help Bitwise scale. You will report to the Head of Investor Relations and will be responsible for ongoing support to a wide range of clients. You will also collaborate closely with teams internally to optimize the client experience. The ideal candidate has expertise in Client Service or Investor Relations in the TradFi or Alternative Investments Industry.
Primary Responsibilities:
- Provide ongoing support to our incredible clients, who range from individuals to family offices to financial advisors to funds to institutional investors. You’ll handle a wide variety of questions in a timely, friendly, and accurate manner, with the goal of ensuring client satisfaction. We aim to be our client's favorite partner.
- Support financial advisors and high-net-worth individual clients by assisting them through the subscription process and managing the onboarding process from beginning to end, with a strong dedication to successful client outcomes regardless of client savviness.
- Support our portfolio managers by responding accurately and promptly to questions they have on investment logistics, including confirming the receipt of wires from new clients on trade days.
- Support our sales team by joining calls or meetings with potential clients to discuss the onboarding process or answer product-related questions.
- Collaborate with our engineers and technology team to optimize the user experience of investing and help build out internal software tools.
- Help maintain important materials and records, including updating the firm-wide DDQ and the firm’s client database.
- Wear many hats, contribute to many projects, and adapt to the needs of a growing organization.
Role Requirements:
- Bachelor’s degree, likely in Finance, Accounting or other business-related field, though not required.
- 3+ years of Client Service or Investor Relations experience in Financial Services, Asset Management, or closely related fields.
- Very comfortable with software and proficient with Excel/Google Sheets.
- Great communicator in writing and conversation, and can convey details with clarity, coherence, and warm professionalism.
- Exceptional time management, organizational, and multi-tasking abilities, and you can meet deadlines and work under pressure.
- Ability to create and foster meaningful relationships, with the team and with clients with a goal to understand others, to help others understand you, to enjoy interactions, to deliver on professionalism, to form career-long partnerships, and to be “best-in-class.”
- Willingness and enthusiasm to learn new topics and be dynamic in a rapidly evolving company and space. And you’re excited to go all in on crypto.
- Your style is like ours: high-energy, positive, caring, deliberate, self-aware, curious, and open-minded, inclined to take ownership to get the best outcome but happy to transfer or share ownership with others. You’re proactive in pursuing what you want, you take pride in your ability to communicate and connect with others, and you’re always looking to improve.
What We Offer:
- Compensation: $120,000-$135,000 salary + bonus
- Equity compensation as a component of all offers
- Health insurance, including dental and vision plans
- Health, Dependent Care, and Commuter Flexible Spending Accounts
- Paid Parental Leave
- Life insurance; short- and long-term disability plans
- Company funded 401(k) plan, no matching required
- Unlimited PTO
- 10 paid company-wide holidays
- Office spaces in San Francisco and New York
- Meals and snacks provided in the office
- Paid company cell phone
- Bitwise “Buddy” program (30-day new-hire success program)
- Annual birthday and anniversary gifts
- Company-wide events including the annual holiday party
- Internal Women of Bitwise group with fun events
Bitwise is an equal opportunity employer. We are committed to building a team of people with a variety of backgrounds, perspectives, and skills. It is the policy of Bitwise to ensure equal opportunity. All candidates are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, ancestry, physical or mental disability, veteran status, or any other legally protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Top Skills
Excel
Google Sheets
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