Alternative Sales Associate, Sales

CLSA; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

CLSA, a leading global investment firm, seeks an Investor Relations professional in New York to manage LP relationships, fundraising processes, and investor communications across regions.

You will maintain CRM databases, prepare reports and market insights, coordinate roadshows and events, and collaborate with finance, legal and senior leadership to ensure accuracy and regulatory compliance.

Qualifications

• Bachelor’s degree in Finance, Business, Economics or related field.
• At least 3 years in investor relations, fundraising or client-facing roles.
• Strong knowledge of IRR, TVPI, MOIC, NAV and financial reporting.
• Proficient in Excel, PowerPoint and CRM platforms (Salesforce, Dynamo).
• Experience in VC and PE environments; ESG framework knowledge.
• Excellent written and verbal communication; global exposure.

Responsibilities

• Maintain a comprehensive CRM database of current and prospective LPs.
• Segment investor base and generate pipeline reports.
• Prepare quarterly and annual LP reports and market insights.
• Coordinate roadshows, investor meetings and events; manage due diligence.
• Lead ESG-related communications and ensure regulatory compliance.
• Serve as primary contact for LP inquiries with finance & legal teams.
• Create investor materials, briefs, and tailored meeting agendas.
• Collaborate with senior leadership to refine fundraising strategy.

Skills

Investor relations

Client-facing

Communication

Spreadsheet proficiency

Strategic thinking

Education

Bachelor’s degree in Finance/Business/Economics

SIE and Series 7/66 licensing

Tools

Salesforce

Dynamo

CRM platforms

Excel

PowerPoint

Job description

• Maintain a comprehensive CRM database of current and prospective LPs including detailed profiles of investment preferences, sector/geographic focus, interaction history.
• Segment investor base to align outreach strategies with LP interests and generate internal reports on pipeline progress.
• Track outreach & fundraising pipeline stages, including recording meeting notes, follow-up actions and next steps to ensure continuity in investor engagement.
• Prepare and distribute quarterly and annual LP reports, portfolio updates and market insights.
• Gather and synthesize investor sentiment; monitor competitor positioning and LP allocation trends; surface market intelligence to refine fundraising priorities, messaging, and materials.
• Frequent senior-stakeholder and institutional LP interaction.
• Coordinate investor communications such as update calls, webcasts, and AGMs.
• Serve as the primary contact for LP inquiries and manage side letters and custom reporting in collaboration with finance & legal teams.
• Support capital raising by identifying and engaging prospective LPs, coordinating roadshows & investor meetings and managing due diligence processes including data rooms and DDQs.
• Oversee onboarding, subscription documentation and capital call communications in partnership with fund administrators.
• Create and maintain investor-facing materials including pitch decks, PPMs, teasers, and performance summaries.
• Prepare tailored meeting briefs, agendas, and follow-ups, ensuring consistency, accuracy, and alignment with the firm’s brand and strategy.
• Foster long-term LP relationships through personalized engagement and support.
• Plan and execute investor events such as AGM, LP summits and advisory board meetings, including logistics, content development, and post-event follow-up.
• Gather and relay investor sentiment and market intelligence to senior leadership.
• Contribute to IR strategy development and monitor industry trends, competitor positioning and LP allocation behavior to inform internal messaging and fundraising strategy.
• Lead ESG-related communications and reporting aligned with frameworks like UN PRI and GRI.
• Ensure investor materials and outreach comply with regulatory standards and coordinate with legal and compliance teams on updates.
• Leverage CRM platforms, investor portals, and digital tools (e.g. Webinars, virtual data rooms, analytics) to enhance investor experience, streamline reporting and personalize outreach.

Requirements

• Bachelor’s degree or above in Finance, Business, Economics or related field.
• Minimum 3 years of relevant experience in investor relations, fundraising or client-facing role within VC, PE or related alternatives.
• Strong grasp of fund metrics (IRR, TVPI, MOIC, NAV), financial reporting and investor communications.
• Proficient in Excel, PowerPoint and CRM platforms (e.g. Salesforce, Dynamo).
• Experience across both VC and PE environments.
• Knowledge of ESG frameworks and digital investor engagement tools.
• Strategic mindset, global exposure and a continuous learning approach.
• Excellent verbal and written communication skills.
• Licensing: SIE and Series 7 and Series 66; if not held, must obtain within 90 days of hire.