Team Details
Kayla
Investor Relations AssociateKayla is an Investor Relations Associate at Valureon Global and supports the team in delivering timely, accurate and clear information to our clients. She is often a first point of contact for investors and distribution partners, ensuring that questions are routed quickly to the right specialists and that responses are well structured and documented.
Working closely with senior investor relations colleagues, Kayla helps maintain communication touchpoints across email, platform messaging and scheduled calls. She is involved in preparing client packs, responding to information requests and coordinating follow-ups after meetings and webinars.
Experience & Responsibilities
Kayla has a background in client support and financial services administration, with experience handling detailed documentation and sensitive information. At Valureon Global she applies this experience to day-to-day investor servicing, keeping records accurate and ensuring conversations are captured in our CRM systems for future reference.
She assists with the preparation of newsletters, strategy updates and FAQs, making sure that content is aligned with current product information and disclosures. Kayla also monitors recurring client themes and escalates feedback so that product, operations and technology teams can continuously improve the investor experience.
Supports day-to-day investor communication and query management.
Prepares client materials, follow-up notes and meeting summaries.
Maintains records in CRM and helps track client engagement activities.
Feeds investor insights back to product, risk and operations teams.
Professional Skills
Kayla is known for her organised, calm and client-focused approach. She pays attention to detail in written communication, makes sure that commitments are tracked and completed, and helps investors navigate the platform in a straightforward way. Her work supports Valureon Global’s promise to be accessible and responsive while maintaining a professional standard in every interaction.