Investor Relations Coordinator - Position No. 1475

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

About the Role

Responsible for maintaining ongoing relationships with investors and their representatives throughout all stages of the investment process - including documentation management, ensuring regulatory compliance and AML regulations, and monitoring of funds transfers.

Responsibilities:

• Direct communication with investors, representatives, and legal advisors.
• Preparation and distribution of investment documents via DocuSign, and assisting investors with AML/KYC forms.
• Issuing relevant confirmations (deposits, holdings, etc.).
• Managing and updating shareholders’ data.
• Collaborating with internal departments and working with systems such as Dynamics, Monday, and DocuSign.

Qualifications:

• Bachelor’s degree – required.
• Proficiency in Excel – required.
• High-level English (spoken, written, and reading) – required.

Personal skills:

• Excellent interpersonal and communication skills with a strong service orientation.
• High attention to detail, organization, and accuracy.
• Motivation to learn and grow in a dynamic environment.