Investor Relations (Alternative Investments)

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

Job summary

An established industry player in alternative investments is seeking a talented Associate for their Investor Relations Team. This role offers a unique opportunity to delve into various functions within Investor Relations and Fund Marketing. You will collaborate closely with senior managers across multiple departments, enhancing your expertise while contributing to the servicing of existing clients. If you are detail-oriented and thrive in a fast-paced environment, this position will allow you to leverage your analytical and communication skills to make a significant impact in a dynamic field.

Qualifications

• 2+ years of experience in Financial Services, Private Equity, or Hedge Fund reporting.
• Proficiency in Excel and strong technical writing skills are essential.

Responsibilities

• Analyze portfolio performance data and prepare client reports.
• Coordinate investor presentations and maintain client databases.
• Produce materials for RFPs and provide ad hoc research.

Skills

Financial Services Reporting

Client Relationship Management

Excel Modeling

Technical Writing

Communication Skills

Detail Orientation

Education

Bachelor’s Degree

Tools

Microsoft Office

PowerPoint

Job description

Investor Relations (Alternative Investments)

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 global Alternative Asset Manager currently seeking to add a talented Associate to their Investor Relations Team. The role offers an excellent opportunity to gain an overview and, over time, an in-depth knowledge of the broad spectrum of functions conducted in firms' Investor Relations & Fund Marketing business. This individual will play a key role in both the servicing and investor operations with firms' existing clients, working closely with senior managers across finance, investment management, fund marketing, sales, investor services, compliance/legal, and business development.

Responsibilities

• Review and analyze portfolio performance data, benchmark performance and risk statistics
• Review and make necessary adjustments to client reports to ensure reports are sent out in a timely manner
• Work with all levels of team members across the organization to help coordinate and prepare investor decks (PowerPoint) for various internal and external client presentations
• Review and prepare RFI/RFPs in compliance with firms Sales and Marketing efforts
• Maintain client relationship management database and providing reports to Directors on a regular basis
• Produces presentation materials for investors and writes product language for RFPs and fund commentaries regarding market updates, performance and attribution, and investment views across equities, fixed income, and alternative asset classes
• Provide various ad hoc research and analysis as needed.

Desired Skills and Experience

• Bachelor’s Degree with at least 2+ years of Financial Services/Private Equity/Hedge Fund data/client reporting experience
• Proficiency in Microsoft Office, particularly Excel Modeling
• Advanced Technical and Financial writing skills mandatory
• 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, Finance, and Accounting/Auditing

Industries

Financial Services, Capital Markets, and Market Research