Client Strategy & Investor Relations (Analyst)

Coda Search│Staffing; New York (NY); On-site; USD 125,000 - 175,000; Full time

Job summary

An established industry player in Midtown NYC is seeking a talented Analyst for their Client Strategy & Investor Relations team. This role is ideal for a self-motivated individual with strong communication skills and the ability to manage complex investor projects. You will enhance client operations, manage investor databases, and analyze portfolio performance, ensuring accuracy in client reporting. If you thrive in a fast-paced environment and have a knack for data analytics, this is an exciting opportunity to make a significant impact in the financial services sector.

Qualifications

• 2+ years in Financial Services/Private Equity Accounting/Finance.
• Proficiency in Microsoft Office, particularly Excel.

Responsibilities

• Enhance client operations process reflecting evolving needs.
• Manage investor database and track fundraising requests.
• Analyze portfolio performance data and ensure reporting accuracy.

Skills

Verbal Communication

Written Communication

Data Analysis

Excel Modeling

Investor Relations

Education

Bachelor's Degree

Tools

Salesforce

Microsoft Excel

Microsoft PowerPoint

Job description

Client Strategy & Investor Relations (Analyst)

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 - $175,000.00/yr

Our client is a prominent, well-respected Midtown NYC Private Equity/Alternative Asset Management firm currently seeking to add a talented Analyst 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, deadline-driven dynamic environment.
• Innovative and creative thinker.
• Must be detail-oriented.

Seniority level

Associate

Employment type

Full-time

Job function

Analyst, Business Development, and Finance

Industries

Financial Services, Capital Markets, and Investment Management