Client & Partner Group - Associate (Alternative Investments))

Coda Search│Staffing; New York (NY); On-site; USD 75,000 - 120,000; Full time

Job summary

Private Investment Fund in New York City is seeking an Investor Relations Associate to join the Client Partners Team. You will drive product marketing plans, lead end-to-end business strategy, and update the firm’s marketing agenda for new client development.

Ideal candidate has 2+ years in Private Equity/Investor Relations with strong Excel/Salesforce skills and experience in capital raising, client servicing, and presenting to executives.

Qualifications

• Bachelor’s Degree with 2+ years in Private Equity/Investor Relations.
• Proficiency in Microsoft Office, Salesforce and Excel.
• Superior modeling and transaction experience.
• CRM data analytics and PowerPoint presentations.
• Strong communication across management levels.
• Ability to work in fast-paced, deadline-driven environment.

Responsibilities

• Assist with North American client sales, marketing, investor servicing, and client relations.
• Prepare client presentations, press releases, and investor meeting materials.
• Create board-level presentations for internal/external stakeholders.
• Support capital raising and enhance investor experience.
• Research market color on potential investment opportunities.
• Create marketing materials and pitch books for investment opportunities.
• Collaborate across regions to develop sales pitchbooks, strategy books, client reviews.
• Ensure portfolio data integrity across marketing channels.
• Gather field feedback and identify opportunities to improve strategic vision.
• Provide ad hoc data research and analysis.

Skills

Investor relations

Product marketing

Client development

Alternative investments

Financial services

Education

Bachelor’s Degree

Tools

Salesforce

Excel

Job description

Our client is a prominent, well-respected NYC based Private Investment Fund currently seeking to add an 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 firms 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 and for firm
• Prepare client presentations, press releases, and other materials for investor meetings, conferences, and earnings calls.
• Prepare board-level presentations and updates for internal and external stakeholders.
• 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 firms 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, dead-line driven dynamic environment