Client Strategy & Investor Relations (Asset Management)

Coda Search│Staffing; New York (NY); On-site; USD 110,000 - 175,000; Full time

Job summary

A prominent Midtown NYC Private Equity firm seeks a talented Analyst/Associate for their Client Strategy & Investor Relations team. Responsibilities include enhancing client operations, managing investor communications, and conducting performance analysis. Candidates should possess strong communication skills and a Bachelor’s degree with relevant experience.

Benefits

Medical insurance

Vision insurance

401(k)

Pension plan

Paid paternity leave

Tuition assistance

Paid maternity leave

Qualifications

• Bachelor’s Degree with at least 2+ years in Financial Services/Private Equity.
• Strong verbal and written communication skills.
• Experience with CRM software and data analytics.

Responsibilities

• Enhancing client operations processes.
• Managing investor database and fundraising requests.
• Preparing strategic investor plans and analyzing performance data.

Skills

Communication

Detail Oriented

Data Analytics

Excel Modeling

Innovative Thinking

Education

Bachelor's Degree

Tools

Microsoft Office

Salesforce

Job description

Client Strategy & Investor Relations (Asset Management)

Client Strategy & Investor Relations (Asset Management)

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

$110,000.00/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/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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