Alternative Sales Associate, Sales

CLSA Global Markets Pte Ltd; New York (NY); On-site; USD 80,000 - 125,000; Full time

Job summary

A leading investment firm in New York is seeking an Alternative Sales Associate to manage investor relations and coordinate fundraising efforts. The ideal candidate should have at least 3 years of experience and possess strong skills in financial reporting and project management. Key responsibilities include maintaining a CRM database, preparing investor reports, and fostering LP relationships. A Bachelor's degree in Finance, Business, or Economics is required, along with proficiency in CRM platforms and MS Office.

Qualifications

• 3+ years of relevant experience in investor relations or fundraising.
• Strong grasp of fund metrics such as IRR, TVPI, MOIC, NAV.
• Licensed or willing to obtain SIE, Series 7, and Series 66.

Responsibilities

• Maintain a comprehensive CRM database of current and prospective LPs.
• Track outreach and fundraising pipeline stages.
• Prepare investor-facing materials and reports.

Skills

Investor relations

CRM platforms

Project management

Financial reporting

Communication skills

Education

Bachelor's degree in Finance, Business, Economics or related field

Tools

Salesforce

Excel

PowerPoint

Job description

Alternative Sales Associate, Sales page is loaded## Alternative Sales Associate, Saleslocations: New Yorktime type: Full timeposted on: Posted Yesterdayjob requisition id: JR002492# Key Areas of 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).* Strong project management skills.* 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.Salary Range$80,000-$125,000**Stay informed on CITIC CLSA Job Opportunities****job alert** to receive our latest job openings that meet your interest.locations: New Yorktime type: Full timeposted on: Posted 30+ Days Ago