Investor Relations Associate

Coda Search│Staffing; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Coda Search seeks a Client and Capital Formation Associate for the Real Estate team to support investor reporting and capital raising across four real estate equity strategies. You will coordinate with portfolio managers, real estate product specialists, and marketers to produce client updates and fundraising materials.

Responsibilities include handling recurring quarterly reports, responding to investor inquiries, and assisting with due diligence for fundraising initiatives, conferences, and

Qualifications

• Bachelor’s degree required, 3+ years of investor relations-related or finance/real estate post-undergraduate experience.
• Previous experience in a fast-paced, client-oriented environment.
• Strong coordination and communication skills for client updates and marketing materials.

Responsibilities

• Organize and respond to extensive recurring quarterly reporting requests.
• Ensure timely responses to investor requests regarding performance and capital accounts.
• Prepare custom client update books for marketing meetings.
• Coordinate content creation for annual investor conferences and semi-annual Advisory Committee meetings.

Skills

Investor relations

Client service

Financial reporting

Due diligence

Education

Bachelor’s degree

Job description

A top Private Equity, Real Estate firm is looking to add to their Client and Capital Formation Associate on their Real Estate team. The Associate will support their investor reporting and capital raising efforts, specifically focusing on Real Estate, across four distinct equity strategies. The Team supports all aspects of client relations, including responding to ad hoc client requests, extensive recurring custom quarterly reporting requests, and supporting a variety of fundraising initiatives including both qualitative and quantitative due diligence requests, and maintaining marketing materials.

• Organize and respond to extensive recurring custom quarterly reporting requests and both qualitative and quantitative due diligence requests
• Ensure timely and thorough responses to various investor requests regarding investment performance, capital accounts, etc.
• Partner with the Portfolio Managers, Real Estate Product Specialists and Marketers to prepare custom client update books for marketing meetings
• Coordination and content creation for annual investor conferences and semi-annual Advisory Committee meetings

Requirements

• Bachelor’s degree required, 3+ years of relevant work experience, including investor relations-related, or other finance or real estate-related post-undergraduate work experience
• Previous experience in a fast-paced, client-oriented environment