Investor Relations Associate - Alternatives Fundraising

Coda Search; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Coda Search is partnering with a highly reputable asset management firm with offices located in NYC. This role is an Associate for its alternatives team where they will support two fundraisers and play a critical role in supporting capital raising efforts, investor relations and reporting.

You will work closely within the institutional channel across several of its alternative products including private equity, real assets and private credit, developing marketing materials, coordinating

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 3+ years of experience in client service/IR – background in alternatives required
• Strong understanding of alternative investments
• Excellent verbal and written communication abilities, with experience preparing investor materials.

Responsibilities

• Support senior team members in executing fundraising initiatives across several of its alternative funds
• Assist in developing marketing materials, pitch decks, and investor presentations.
• Conduct market research and competitive analysis to identify new investor opportunities.
• Maintain and update investor databases, tracking engagement and investor activity
• Coordinate and prepare for investor meetings, roadshows, and conferences.
• Analyze fund performance and key investment metrics to support investor discussions.
• Assist with the preparation of investor conferences and meetings

Education

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

3+ years of experience in client service/IR – background in alternatives required

Strong understanding of alternative investments

Excellent verbal and written communication abilities, with experience preparing investor materials

Job description

Coda Search is partnering with a highly reputable asset management firm with offices located in NYC. This role is an Associate for its alternatives team where they will support two fundraisers and play a critical role in supporting capital raising efforts, investor relations and reporting.

You will work closely within the institutional channel across several of its alternative products including private equity, real assets and private credit, developing marketing materials, coordinating