Client Strategy & Investor Relations

Coda Search│Staffing; New York (NY); On-site; USD 140,000 - 250,000; Full time

Job summary

A prominent Midtown NYC firm is on the lookout for a talented Analyst/Associate to join their Client Strategy & Investor Relations team. This role is perfect for a self-motivated individual with excellent communication skills and a knack for managing complex investor projects. You'll be responsible for enhancing client operations, managing investor databases, and analyzing portfolio performance. Join an innovative team where your contributions will directly impact client relations and strategic reporting. If you're ready to take your career to the next level in a dynamic environment, this is the opportunity for you.

Benefits

Medical insurance

Vision insurance

401(k)

Pension plan

Paid paternity leave

Tuition assistance

Paid maternity leave

Qualifications

• 2+ years in Financial Services or Private Equity.
• Proficient in Excel for financial modeling and analysis.

Responsibilities

• Enhance client operations process reflecting client needs.
• Manage investor database and fundraising requests.

Skills

Financial Services/Private Equity Accounting/Finance

Microsoft Office (Excel Modeling)

Communication Skills

Data Analytics (Salesforce)

Detail Oriented

Education

Bachelor’s Degree

Tools

Salesforce

Excel

PowerPoint

Job description

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

$140,000.00/yr - $250,000.00/yr

Our client is a prominent, well respected Midtown NYC Private Equity/Alternative Asset Management firm currently seeking to add a talented Analyst/Associate to their growing Client Strategy & Investor Relations 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
• Manage and track the investor database and all inbound investor and fundraising requests
• Profile client base and prepare a strategic investor plan
• Review and analyze portfolio performance data, benchmark performance and risk statistics
• Review client quarterly reports to ensure accuracy and compliance
• In charge of investor communication for annual and quarterly reporting of fund track records
• Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across client reporting systems
• Identifying opportunities to enhance the strategic reporting platform 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 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
• 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

Referrals increase your chances of interviewing at Coda Search│Staffing by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Paid paternity leave

Tuition assistance

Paid maternity leave

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