Investor Relations Associate — Private Equity

Coda Search│Staffing; New York (NY); On-site; USD 95,000 - 130,000; Full time

Job summary

Coda Search│Staffing is working with a NYC-based Private Investment Fund to hire an Investor Relations Associate for its Client Partners Team. The role emphasizes driving product marketing plans, end-to-end business strategy, and updating the firm’s marketing agenda for new client development.

The ideal candidate will have Private Equity/Investor Relations experience, proficiency in Salesforce, Excel, and PowerPoint, plus strong modeling skills.

Qualifications

• Bachelor’s Degree with at least 2+ years in Private Equity/Investor relations or similar within Financial Services/Private Equity/Alternative Asset Management
• Proficiency in Microsoft Office, particularly Salesforce and Excel
• Superior Modeling /Transaction Experience Required
• Technical knowledge, data analytics using CRMs (Salesforce), and presenting using PowerPoint
• Outstanding communication skills, proven ability to effectively work with all levels of Management
• Comfortable working in a fast-paced, deadline driven dynamic environment

Responsibilities

• Assist with North American client sales & marketing efforts, investor servicing and client relations
• Prepare client presentations, press releases, and other materials for investor meetings, conferences, and earnings calls.
• Prepare board-level presentations and updates for internal and external stakeholders.
• This role will be responsible for enhancing the firm’s efforts around capital raising and investor experience
• Research and provide market color with respect to potential investment opportunities
• Create marketing materials & pitch books with regards to firms investment opportunities
• Collaborate with teams across all regions to develop meaningful marketing material such as, sales pitchbooks, strategy books, client reviews, conference presentations and educational materials for both internally and externally use.
• Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across all marketing channels
• Identifying opportunities to enhance the strategic vision by gathering and analyzing field feedback and collaborating with partners across the organization
• Provide various ad hoc data research and analysis as needed.

Skills

Investor relations

Financial modeling

Data analytics

Communication skills

Salesforce

Excel

PowerPoint

Education

Bachelor’s degree

Tools

Salesforce

Excel

PowerPoint

Job description

Coda Search│Staffing is working with a NYC-based Private Investment Fund to hire an Investor Relations Associate for its Client Partners Team. The role emphasizes driving product marketing plans, end-to-end business strategy, and updating the firm’s marketing agenda for new client development.

The ideal candidate will have Private Equity/Investor Relations experience, proficiency in Salesforce, Excel, and PowerPoint, plus strong modeling skills.