Client & Partner Group - Investor Relations (Private Equity)

Coda Search│Staffing; New York (NY); On-site; USD 125,000 - 210,000; Full time

Job summary

A leading private equity firm in NYC is seeking an Investor Relations Associate for their Client Partners Team. This role involves client development, investor servicing, and creating marketing materials for investment opportunities. Ideal candidates should possess a Bachelor’s degree and experience in financial services, along with strong communication and analytical skills.

Qualifications

• Bachelor’s degree with at least 3+ years in Private Equity or similar.
• Proficient in Microsoft Office and CRM data analytics.
• Outstanding communication skills and detail-oriented.

Responsibilities

• Assist with North American client sales, marketing efforts, and investor servicing.
• Create marketing materials and due diligence presentations for investment opportunities.
• Collaborate with teams to develop marketing materials.

Skills

Communication

Data Analytics

Salesforce

Technical Knowledge

Attention to Detail

Education

Bachelor’s Degree

Tools

Microsoft Office

Salesforce

PowerPoint

Job description

Client & Partner Group - Investor Relations (Private Equity)

Client & Partner Group - Investor Relations (Private Equity)

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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 - $210,000.00/yr

Our client is a prominent, well-respected NYC based Alternative Asset Manager (Private Equity) 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 product strategy agenda with regards to client development investor servicing. Ideal individual should be well versed with Private Markets/Fund client development, product messaging across alternative investments.

Responsibilities

• Assist with North American client sales & marketing, efforts, investor servicing and client messaging and for firm
• This role will be responsible for supporting 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
• 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 3+ 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 (Modeling & Formulas)
• 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
• Innovative and creative thinker
• Must be detail oriented

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Business Development, and Finance

• Industries

  Financial Services, Capital Markets, and Investment Management

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