Client Strategy & Investor Relations (Asset Management)

Coda Search│Staffing; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

A prominent financial services firm in New York seeks an experienced Analyst/Associate for their Client Strategy & Investor Relations team. The candidate will enhance client operations, manage investor databases, and prepare strategic investor plans. A Bachelor's degree and at least 2 years of experience in Financial Services are required. Proficiency in Excel and strong communication skills are essential for success in this fast-paced role.

Qualifications

• 2+ years of experience in Financial Services/Private Equity Accounting/Finance.
• Proficiency in Microsoft Office, particularly Excel.
• FINRA Series 7/66 strongly preferred.

Responsibilities

• Enhance the vision for client operations process.
• Manage the investor database and fundraising requests.
• Prepare a strategic investor plan.

Skills

Excel Modeling Formulas

Outstanding communication skills

Data analytics using CRMs

Detail oriented

Education

Bachelor’s Degree

Tools

Salesforce

PowerPoint

Job description

Overview

Base pay range: $150,000.00/yr - $230,000.00/yr

Our client is a prominent 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.

Qualifications / 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

• Associate

Employment type

• Full-time

Job function

• Analyst, Business Development, and Finance

Industries

• Financial Services, Capital Markets, and Investment Management