Client & Shareholder Services Associate (Asset Management)

Coda Search│Staffing; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

Coda Search│Staffing is representing a prominent Midtown NYC Alternative Asset Management firm seeking an Associate for the Client & Shareholder Services team. The ideal candidate must be self-motivated with superior verbal and written communication skills and a proven ability to work with institutional investors on complex projects.

Responsibilities include enhancing client operations processes, maintaining relationships with senior stakeholders, conducting market research, preparing investor

Qualifications

• Bachelor’s Degree required or equivalent experience in Financial Services/Private Equity/Finance.
• Strong Excel modeling skills and proficiency in MS Office.
• FINRA Series 7/66 strongly preferred.
• Technical knowledge with data analytics using CRMs (Salesforce), Excel, and PowerPoint.
• Excellent written and verbal communication; ability to interact with all levels of management.

Responsibilities

• Enhance client operations processes to meet evolving needs of firm clients.
• Build and maintain relationships with senior stakeholders; provide clear, timely communications.
• Conduct market research on industry trends, competitors, and market conditions.
• Prepare presentations, press releases, and materials for investor meetings and earnings calls.
• Lead investor interactions, CRM tracking, and updates to the public IR website.
• Coordinate roadshows, conferences, client meetings, and investor update calls.
• Manage investor CRM database and respond to inbound investor requests.
• Profile client base and prepare a strategic investor plan.
• Review client quarterly reports for accuracy and compliance.
• Communicate fund track records for annual and quarterly reporting; provide ad hoc data analysis.

Skills

Financial services

CRM (Salesforce)

Excel modeling

Communication

FINRA Series 7/66

Relationship management

Education

Bachelor's Degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Our client is a prominent, well respected Midtown NYC Alternative Asset Management firm currently seeking to add a talented Associate to their growing Client & Shareholder Services team. Ideal candidate must be self-motivated, with superior verbal and written communication skills and a proven ability to work with institutional investors and handle complex investor based projects.

Responsibilities

• This role will be responsible for continuously enhancing the vision for client operations process to reflect evolving needs of firm clients
• Build and maintain strong relationships with senior stakeholders by providing clear, timely, and transparent communications.
• Conduct market research to stay informed about industry trends, competitor analysis, and market conditions.
• Assist in the preparation of presentations, press releases, and other materials for investor meetings, conferences, and earnings calls.
• Lead the maintenance of investor interactions, CRM tracking investor interactions, as well as updating the public IR website.
• Partner with Head of Dept with regards organizing roadshows, conferences, client meetings and client update calls
• Coordinate investor events such as earnings calls, non-deal roadshows, and calls with key investors
• Manage and track the investor (CRM) database and all inbound investor requests
• Profile client base and prepare a strategic investor plan
• Review client quarterly reports to ensure accuracy and compliance
• In charge of investor communication for annual and quarterly reporting of fund track records
• Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

• Bachelor’s Degree with at least 2+ years of Financial Services/Private Equity Accounting/Finance or similar
• Proficiency in Microsoft Office, particularly Excel Modeling Formulas
• FINRA Series 7/66 strongly preferred
• Technical knowledge, data analytics using CRMs (Salesforce), Excel, 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