Chilton Trust

About the Company

Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families and institutions. The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company. We offer a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning. Furthermore, our emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with our clients.

Listed Jobs

Company Name

Chilton Trust

Job Title

Investor Relations Associate

Job Description

Job Title: Investor Relations Associate Role Summary: Serve as the primary liaison between institutional investors and the investment team, managing investor inquiries, due‑diligence requests, and investor communications while supporting portfolio analysis and client onboarding. Expectations: - Respond to investor inquiries promptly and accurately. - Maintain up‑to‑date investor contact data and generate regular CRM reports. - Prepare and update monthly and ad‑hoc investor presentations. - Coordinate performance data submissions to databases and assist with RFP responses. - Support the onboarding of new clients and interact closely with Legal. Key Responsibilities: - Manage all investor inquiries related to strategies, operations, accounting, legal, and compliance. - Conduct risk‑management analyses (liquidity, beta, correlations, P&L attribution) at stock, industry, and sector levels. - Create and nurture a network of potential institutional investors. - Produce monthly client performance statements and investor presentations. - Perform industry research and support the submission of performance data to external databases. - Maintain investor contact information and run CRM reports. - Assist in the completion of RFPs and client onboarding processes. Required Skills: - Strong problem‑solving, organizational, and deadline‑management abilities. - Clear, concise oral and written communication with a client‑first mindset. - Ability to work independently and collaboratively in a team environment. - High proficiency in Microsoft Office Suite; familiarity with Bloomberg and eVestment a plus. - Solid understanding of investment products and markets. Required Education & Certifications: - Bachelor’s degree (any discipline). - Minimum of 5 years experience in investor relations, client service, or investment sales support within an asset‑management firm. - CFA designation a plus.

New york, United states

On site

Mid level

12-09-2025