Investor Relations Associate @ Asset Management Firm

Coda Search│Staffing; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Coda Search is partnering with a multi-billion-dollar asset management firm to identify an Investor Relations Associate. The role is highly visible and client-facing, supporting relationships with institutional investors and private wealth clients.

You will collaborate with investment, product, and distribution teams in a fast-paced environment. Key responsibilities include preparing investor materials, handling inquiries, onboarding new clients, and ensuring regulatory compliance across

Qualifications

• Minimum of 4+ years of experience in private wealth management, investor relations, or client support.
• Experience across multiple asset classes, with exposure to alternative investments preferred.
• Advanced Excel skills are required.
• Outstanding communication, presentation, and relationship-management abilities.

Responsibilities

• Serve as a trusted resource for private wealth advisors and institutional clients, providing timely information and insights on investment strategies.
• Prepare and update marketing and investor materials across asset classes, focusing on alternatives.
• Respond to inbound client inquiries with portfolio updates, performance information, and product details.
• Support new client onboarding, product launches, capital calls, and investor initiatives with cross-functional teams.
• Collaborate with finance, legal, and compliance to ensure communications and reporting meet regulatory standards.
• Contribute to investor reporting, product development, and platform enhancements.

Skills

Advanced Excel

Communication skills

Presentation skills

Relationship management

Job description

Coda Search is partnering with a multi-billion-dollar asset management firm known for its innovative investment approach and deep expertise across alternative strategies. As the firm continues to expand its platform and investor base, it is seeking an Investor Relations Associate to join its growing team.

This is a highly visible, client-facing role on a collaborative team of five, where you will support relationships with both institutional investors and private wealth clients. The position offers broad exposure to multiple asset classes and the opportunity to work closely with investment, product, and distribution teams in a dynamic, fast-paced environment.

Key Responsibilities

• Serve as a trusted resource for private wealth advisors and institutional clients, providing timely information and insights on the firm’s investment strategies and product offerings.
• Prepare and update marketing and investor materials across a range of asset classes, with a strong focus on alternative investments.
• Respond to inbound client inquiries, delivering portfolio updates, performance information, and product details in a clear and professional manner.
• Partner with the investment and operations teams to support new client onboarding, product launches, capital calls, and other investor-related initiatives.
• Collaborate with finance, legal, and compliance teams to ensure all communications, materials, and reporting adhere to regulatory standards and firm policies.
• Contribute to special projects related to investor reporting, product development, and platform enhancements.

Qualifications

• Minimum of 4+ years of experience in private wealth management, investor relations, or client support, ideally within an alternative asset management or investment firm.
• Experience working across multiple asset classes, with direct exposure to alternative investments strongly preferred.
• Advanced Excel skills
• Outstanding communication, presentation, and relationship-management skills, with the ability to interact confidently with sophisticated investors and internal stakeholders