Alternative Sales Associate, Sales

CLSA; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

CLSA is seeking an experienced professional for investor relations in New York. The role involves maintaining CRM databases, preparing investor reports, and engaging with limited partners (LPs) to support capital raising efforts.

The ideal candidate holds a bachelor’s degree and has at least 3 years of relevant experience in VC or PE. Strong communication skills and proficiency in financial metrics are essential for this position.

Qualifications

• Minimum 3 years of relevant experience in investor relations or fundraising.
• Strong grasp of fund metrics (IRR, TVPI, MOIC, NAV).
• Licensing: SIE and Series 7 and Series 66; must obtain within 90 days of hire.

Responsibilities

• Maintain a comprehensive CRM database of current and prospective LPs.
• Segment investor base to align outreach strategies.
• Prepare quarterly and annual LP reports and market insights.

Skills

Investor relations experience

Financial reporting

Strong communication skills

CRM proficiency

Strategic mindset

Education

Bachelor’s degree in Finance, Business, or Economics

Tools

Excel

PowerPoint

Salesforce

Dynamo

Job description

Responsibilities

• 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.