Client & Partner Group - Investor Relations (Private Equity)

Coda Search│Staffing; New York (NY); On-site; USD 130,000 - 210,000; Full time

Job summary

An established industry player in the financial services sector is seeking a dynamic Investor Relations Associate to join their Client Partners Team. This role involves driving product marketing plans and enhancing the investor experience through effective communication and strategic insights. The ideal candidate will possess a strong background in Private Equity and Investor Relations, showcasing proficiency in Salesforce and Excel. Join a fast-paced environment where your innovative thinking and attention to detail will help shape the future of investment management. This position offers a competitive salary and the opportunity to work with industry leaders.

Qualifications

• 3+ years of experience in Private Equity or Investor Relations.
• Proficiency in Salesforce and Excel for data analytics.

Responsibilities

• Assist with client sales & marketing efforts and investor servicing.
• Create marketing materials and pitch books for investment opportunities.

Skills

Private Equity

Investor Relations

Data Analytics

Salesforce

Microsoft Excel

Communication Skills

Attention to Detail

Education

Bachelor's Degree

Tools

Salesforce

Microsoft Office

PowerPoint

Job description

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

$130,000.00/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 the firm’s product strategy agenda with regards to client development and investor servicing. The ideal candidate should be well-versed with Private Markets/Fund client development and product messaging across alternative investments.

Responsibilities

1. Assist with North American client sales & marketing efforts, investor servicing, and client messaging for the firm.
2. Support the firm’s efforts around capital raising and enhancing the investor experience.
3. Research and provide market insights regarding potential investment opportunities.
4. Create marketing materials & pitch books related to the firm’s investment opportunities.
5. Construct pitch books & preliminary models for prospecting clients and marketing potential trades.
6. Create Due Diligence presentations outlining potential investment opportunities.
7. Collaborate across regions to develop marketing materials such as sales pitch books, strategy books, client reviews, conference presentations, and educational materials for internal and external use.
8. Work with team members at all levels to ensure the integrity and consistency of portfolio data reported across marketing channels.
9. Identify opportunities to enhance strategic vision by gathering and analyzing field feedback and collaborating with partners.
10. Provide ad hoc data research and analysis as needed.

Desired Skills and Experience

1. Bachelor’s Degree with at least 3+ years of experience in Private Equity, Investor Relations, or similar roles within Financial Services or Private Equity Asset Management.
2. Proficiency in Microsoft Office, especially Salesforce and Excel (Modeling & Formulas).
3. Technical knowledge, data analytics skills using CRMs (Salesforce), and presentation skills using PowerPoint.
4. Outstanding communication skills with proven ability to work effectively with all management levels.
5. Ability to thrive in a fast-paced, deadline-driven environment.
6. Innovative and creative thinker.
7. Attention to detail.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Analysis, Business Development, and Finance

Industries

• Financial Services, Capital Markets, and Investment Management