Investor Relations Associate ($100BN Credit Fund)

Coda Search│Staffing; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Coda Search│Staffing partners with a leading global asset management firm to add an Investor Relations Associate supporting fundraising and client formation. You will work closely with senior IR professionals on investor communications, reporting, and strategic engagement across a diverse institutional investor base.

You will help prepare materials, maintain CRM records, and coordinate investor meetings as part of a fast-paced team across multiple asset classes, including real estate, private

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 3+ years of investor relations or related roles within asset management or private markets.
• Familiarity with institutional investors and investment strategies across real estate, private equity, or private credit.
• Excellent written and verbal communication with strong attention to detail.

Responsibilities

• Partner with senior fundraisers to support capital raising and manage relationships with institutional investors.
• Coordinate communications, investor requests, and relationship management with LPs.
• Prepare and enhance investor-facing materials, including reports, letters, and marketing presentations.
• Conduct market intelligence and competitor research to support fundraising and engagement.
• Maintain and update the CRM system to track interactions, pipeline, and reporting.
• Assist in organizing investor meetings, roadshows, and conferences.

Skills

Investor relations

Client service

Product marketing

Team collaboration

Education

Bachelor's degree in Finance, Economics, Business, or a related field

Job description

Coda Search is partnering with a leading global asset management firm that invests across real estate, private equity, and private credit. As the firm continues to grow its global investor base, the team is seeking to add an Investor Relations Associate to support the Investor Relations and Client Formation function. In this role, the Associate will work closely with senior IR professionals to support fundraising initiatives across a diverse group of institutional investors. This position provides strong exposure to multiple asset classes and offers the opportunity to collaborate with investment teams on investor communications, reporting, and strategic engagement efforts.

Key Responsibilities

• Partner closely with two senior fundraisers to support capital raising efforts and manage ongoing relationships with the firm's institutional investor base.
• Serve as a key point of contact for existing and prospective LPs, helping coordinate communications, investor requests, and relationship management activities.
• Prepare, maintain, and enhance investor-facing materials, including performance reports, portfolio updates, marketing presentations, quarterly letters, RFP responses, and DDQs.
• Conduct market intelligence, peer analysis, and competitor research to support fundraising initiatives, investor engagement strategies, and business development efforts.
• Maintain and update the firm's CRM system, ensuring investor interactions, pipeline activity, fundraising progress, and reporting are accurately tracked and documented.
• Assist in organizing investor meetings, annual meetings, roadshows, conferences, and ad hoc presentations for existing and prospective investors.
• Support fundraising efforts across multiple investment vehicles by tracking investor activity

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• 3+ years of experience in investor relations, client service, product marketing, or a related role within asset management, investment banking, or private markets.
• Familiarity with institutional investors and investment strategies across real estate, private equity, or private credit.
• Excellent written and verbal communication skills with strong attention to detail.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Collaborative mindset with a strong sense of ownership and accountability.