Investor Relations Associate @ Asset Management (private wealth channel)

Coda Search│Staffing; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading staffing firm is partnering with an asset management firm in New York to find an Investor Relations Associate. This role involves supporting fundraising initiatives and managing investor communications. Candidates should have over 2 years of experience in Investor Relations or Private Wealth management and be comfortable interacting with senior stakeholders. The position requires strong organizational skills and a detailed understanding of the family office landscape.

Qualifications

• 2+ years of experience in Investor Relations, Capital Formation, or Private Wealth.
• Strong understanding of the family office and UHNW investor landscape.
• Excellent written and verbal communication skills.

Responsibilities

• Support day-to-day coverage of family offices and UHNW investors.
• Assist in fundraising efforts across investment vehicles.
• Prepare and maintain investor marketing materials.

Skills

Investor Relations

Capital Formation

Private Wealth Management

Communication Skills

Organizational Skills

Job description

Coda Search is partnering with an asset management firm that is seeking an Investor Relations Associate to support its family office/private wealth channel. This is a dynamic fund that has consistently been recognised as a top performer in the industry. This role will have blended responsibilities from fundraising, relationship management, and capital markets, working closely with senior IR professionals, investment teams, and external investors. The Associate will play a key role in managing investor communications, supporting fundraising initiatives, and delivering a best-in-class investor experience.

Key Responsibilities

• Support day-to-day coverage of family offices, UHNW investors, and private wealth platforms
• Assist in fundraising efforts across current and future investment vehicles
• Prepare and maintain investor marketing materials, including pitchbooks, tear sheets, fact sheets, and DDQ/RFP responses
• Respond to investor inquiries and help manage ongoing communications
• Track investor activity, pipeline progress, and meeting notes within the CRM
• Support investor meetings, roadshows, conferences, and ad-hoc presentations
• Work cross-functionally with portfolio managers, legal, compliance, and finance teams to ensure accurate and timely investor information

Qualifications

• 2+ years of experience in Investor Relations, Capital Formation or Private Wealth
• Prior exposure to alternative investments (private equity, private credit, hedge funds, real estate, or multi-asset strategies) preferred
• Strong understanding of the family office and UHNW investor landscape
• Excellent written and verbal communication skills; comfortable interacting with senior stakeholders
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment