Marek Iwahashi
Northglenn,CO
Summary
Finance professional and licensed Investment Adviser Representative (IAR) with a strong record of career advancement, currently serving as Head of Investor Relations at Crescat Capital. Played a key role in raising capital for three fund launches, helping grow assets under management from $80 million to over $300 million, despite navigating several years of underperformance. Brings deep expertise in fundraising, investor communications, and due diligence, with a proven ability to build trust with high-net-worth and institutional investors. Known for analytical strength, adaptability, and effective relationship management.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Head of Investor Relations / Investment Adviser Representative
Crescat Capital
01.2023 - Current
- Lead investor relations and communications for hedge fund and SMA products.
- Support capital raising via targeted campaigns, custom materials, and meetings.
- Manage onboarding, CRM workflows, investor due diligence, and quarterly reporting.
- Maintain relationships with high-net-worth and institutional investors.
Investor Relations Coordinator
Crescat Capital
01.2021 - 01.2023
Marketing & Client Service Associate
Crescat Capital
04.2020 - 01.2021
Mutual Funds Analyst (Fiduciary Services Specialist)
Broadridge Financial Solutions
04.2018 - 03.2020
- Analyzed fund performance, fees, and benchmarks for fiduciary oversight.
- Created financial models to evaluate cost efficiency and manager performance.
- Drafted board reports and client-facing analysis tools.
- Acted as a primary contact for fund executives and consultants.
Assistant Branch Manager
TCF National Bank
01.2017 - 05.2018
- Oversaw daily operations and ensured compliance with internal and regulatory standards.
- Managed staff performance, hiring, and scheduling for a team of up to 8 employees.
- Delivered training, coaching, and mentorship to front-line staff.
- Provided high-touch service for consumer banking clients and resolved escalated issues.
Intern
Broadridge Financial Solutions
01.2017 - 04.2018
Student Caller
Ruffalo Noel Levitz
01.2016 - 01.2017
- Engaged alumni to update records and generate donations for the Annual Fund.
- Built rapport with alumni, effectively communicating university goals and priorities.
- Contributed to team fundraising targets in a collaborative environment.
Banking Supervisor
TCF National Bank
05.2015 - 01.2017
Banking Services Representative
TCF National Bank
06.2014 - 05.2015
Education
MBA - Finance
University of Colorado Denver
12.2019
Accounting And Finance - Finance & Accounting
University of Colorado Denver
05.2018
Skills
- Investor relations
- CRM management
- Capital raising
- Due diligence
- Performance analysis
- Client management
- Communication
Certification
- IAR
Timeline
Head of Investor Relations / Investment Adviser Representative
Crescat Capital
01.2023 - Current
Investor Relations Coordinator
Crescat Capital
01.2021 - 01.2023
Marketing & Client Service Associate
Crescat Capital
04.2020 - 01.2021
Mutual Funds Analyst (Fiduciary Services Specialist)
Broadridge Financial Solutions
04.2018 - 03.2020
Assistant Branch Manager
TCF National Bank
01.2017 - 05.2018
Intern
Broadridge Financial Solutions
01.2017 - 04.2018
Student Caller
Ruffalo Noel Levitz
01.2016 - 01.2017
Banking Supervisor
TCF National Bank
05.2015 - 01.2017
Banking Services Representative
TCF National Bank
06.2014 - 05.2015
MBA - Finance
University of Colorado Denver
Accounting And Finance - Finance & Accounting
University of Colorado Denver
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