Investor Relations Associate, Private Wealth Solutions

Coda Search│Staffing; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Coda Search│Staffing partners with a leading global asset manager to recruit an Associate for its Private Wealth Product Solutions team in New York. The role sits at the center of growth, working with senior Wealth leaders across product, marketing, investor communications and fundraising.

You will help develop wealth product solutions, manage investor materials, track exposures and contribute to commentary, DDQ/RFP responses, and thought leadership.

Qualifications

• 2–5 years in investment management or related financial field.
• Strong grasp of financial markets, esp. credit, fixed income and alternatives.
• Series 7 and 63, or ability to obtain within 6 months of joining.
• Excellent written, verbal and presentation skills, distilling complex information.
• Advanced Excel, Word and PowerPoint proficiency.
• Highly organized and proactive; able to juggle multiple priorities.

Responsibilities

• Partner with senior Wealth team on build-out of wealth product solutions.
• Maintain and update investor presentations, pitch books and related decks; shape messaging on strategy, performance and fund offerings.
• Track fund positioning, portfolio holdings and performance drivers; write internal/external commentary.
• Own responses to DDQs, RFPs, RFIs and investor inquiries; coordinate meetings.
• Draft investment/outlook pieces, including quarterly capital markets review and internal updates.
• Ensure monthly fund reporting, exposure reports and investor letters are accurate and timely; build update materials.
• Support fundraising, investor commitment activity and competitor market intelligence.

Skills

Quantitative skills

Financial analysis

Communication

Presentation skills

Education

Series 7 & 63

Tools

Excel

PowerPoint

Word

Job description

Coda Search│Staffing partners with a leading global asset manager to recruit an Associate for its Private Wealth Product Solutions team in New York. The role sits at the center of growth, working with senior Wealth leaders across product, marketing, investor communications and fundraising.

You will help develop wealth product solutions, manage investor materials, track exposures and contribute to commentary, DDQ/RFP responses, and thought leadership.