Client & Partner Group - Associate (Alternative Asset Management)

Coda Search│Staffing; United States; On-site; USD 125,000 - 200,000; Full time

Job summary

A well-respected Alternative Asset Manager in NYC is seeking a Fund Raising/Investor Relations Associate. The role involves driving product marketing plans, enhancing client relations, and creating marketing materials. Ideal candidates will possess over 2 years of experience in Private Equity or related fields, strong skills in Salesforce and Excel, and superior communication abilities. This is a mid-senior level, full-time position in a fast-paced environment, offering competitive pay in the range of $125,000 to $200,000 annually.

Qualifications

• At least 2+ years of experience in Private Equity/Investor Relations within Financial Services.
• Superior modeling and transaction experience required.
• Comfortable working in a fast-paced, dynamic environment.

Responsibilities

• Assist with North American client sales and marketing efforts.
• Enhance capital raising efforts and investor experience.
• Research market opportunities for potential investments.
• Create marketing materials and pitch books.
• Collaborate with teams to develop meaningful marketing material.

Skills

Private Equity experience

Salesforce proficiency

Excel proficiency

Outstanding communication skills

Detail-oriented

Data analytics

PowerPoint presentation skills

Education

Bachelor’s Degree

Tools

Microsoft Office

Salesforce

Excel

PowerPoint

Job description

Client & Partner Group - Associate (Alternative Asset Management)

This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $200,000.00/yr

Our client is a prominent, well-respected NYC based Alternative Asset Manager (Private Equity) currently seeking to add a Fund Raising/Investor Relations Associate to their growing Client Partners Team.

This individual will be responsible for driving product marketing plans, running end to end business strategy and updating the firm’s marketing agenda with regards to new client development. Ideal individual should be well versed with fund marketing, client development, product messaging and alternative investments.

Investment Banking experience strongly encouraged

Responsibilities

• Assist with North American client sales & marketing, efforts, investor servicing and client relations for firm
• This role will be responsible for enhancing the firm’s efforts around capital raising and investor experience
• Research and provide market color with respect to potential investment opportunities
• Create marketing materials & pitch books with regards to firm’s investment opportunities
• Construct pitch-books & preliminary models for prospecting clients and marketing potential trades
• Create Due Diligence presentations to outline potential investment opportunities
• Collaborate with teams across all regions to develop meaningful marketing material such as, sales pitchbooks, strategy books, client reviews, conference presentations and educational materials for both internally and externally use.
• Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across all marketing channels
• Identifying opportunities to enhance the strategic vision by gathering and analyzing field feedback and collaborating with partners across the organization
• Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

• Bachelor’s Degree with at least 2+ years of directly Private Equity/Investor Relations/or similar within Financial Services/Private Equity Alternative Asset Management
• Proficiency in Microsoft Office, particularly Salesforce and Excel (
• Superior Modeling /Transaction Experience Required
• Technical knowledge, data analytics using CRMs (Salesforce), and presenting using PowerPoint
• Outstanding communication skills, proven ability to effectively work with all levels of Management
• Comfortable working in a fast-paced, deadline driven dynamic environment
• Innovative and creative thinker
• Must be detail oriented

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Analyst, Business Development, and Finance

Industries

• Financial Services, Capital Markets, and Investment Management