Client Strategy & Investor Relations (Asset Management)

Coda Search│Staffing; United States; On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Paid paternity leave

Tuition assistance

Paid maternity leave

Job summary

A prominent private equity firm in Midtown NYC is looking for an Analyst/Associate to join their Client Strategy & Investor Relations team. The successful candidate will help enhance client operations, manage an investor database, and perform performance analysis. We seek someone with a Bachelor’s degree, 2+ years of relevant experience, and strong communication skills. The role offers competitive pay and benefits including health insurance and tuition assistance.

Qualifications

• At least 2 years of experience in Financial Services or Private Equity.
• Proficiency in Microsoft Office required, especially Excel.
• FINRA Series 7/66 license is strongly preferred.

Responsibilities

• Enhance client operations processes based on evolving client needs.
• Manage the investor database and track all inbound requests.
• Participate in strategic investor planning and performance analysis.

Skills

Communication skills

Excel Modeling Formulas

Data analytics

Detail-oriented

Innovative thinker

Education

Bachelor’s Degree in Finance or related field

Tools

Salesforce

PowerPoint

Job description

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

$125,000.00/yr - $200,000.00/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, 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

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan
• Paid paternity leave
• Tuition assistance
• Paid maternity leave