Investor Relations Associate @ Asset Management group

Coda Search│Staffing; New York (NY); On-site; USD 175,000 - 200,000; Full time

Job summary

A global alternative asset management firm in New York is seeking an Investor Relations Associate to support client service and project management. This role involves preparing customized marketing materials, assisting with fundraising initiatives, and managing client inquiries. The ideal candidate will have a Bachelor's degree and at least 2 years of experience in financial services. Strong communication skills and an analytical mindset are essential. The total compensation is projected between $175K to $200K.

Qualifications

• A Bachelor's degree is required with a GPA of 3.5 and above.
• 2+ years of experience in banking, financial services, or investment management.
• Ability to liaise with C-suite executives.

Responsibilities

• Prepare marketing materials including pitchbooks and presentations.
• Assist in fundraising by preparing presentations and due diligence materials.
• Maintain the CRM system with client information and respond to inquiries.

Skills

Excellent communication and presentation skills

Strong problem-solving skills

Analytical mindset

Education

Bachelor's degree (GPA 3.5 and above)

Job description

Coda Search is partnering with a global alternative asset management firm that is seeking to hire an Investor Relations Associate with offices in Midtown, NY. This is a global firm that has over $55BN AUM and operates across a variety of different asset classes including private credit, real estate, and equities. This role sits on a team that focuses on institutional investors, supporting two of the firm’s major funds and its investor base. The role will be a blended role of client service, project management, and preparing customized marketing materials and reports for the firm’s investors.

The firm has a great reputation and culture and has been a client of our firm for over ten years. Many of the people that we have placed in the firm have moved into leadership roles.

Total Compensation (base + bonus): $175-200K

Responsibilities

• Prepare marketing materials including pitchbooks, meeting materials, presentations, and questionnaires
• Assist in fundraising initiatives, including the preparation of fundraising presentations and due diligence materials.
• Prepare RFP's and DDQ's
• Partner closely with internal and external stakeholders to ensure timely outcomes
• Oversee and update the CRM system with client information
• Receive and respond to client inquiries and coordinate updates
• Assist with any ad-hoc projects

Qualifications

• Bachelor's degree required (GPA 3.5 and above)
• 2+ years experience in banking, financial services, or investment management
• Excellent communication and presentation skills
• Strong problem-solving skills
• Analytical mindset but comfortable speaking with c-suite executives