Investor Relations & Capital Formation Associate

Coda Search; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Coda Search is seeking a Product Associate to support fundraising initiatives, investor communications, investor relations, and strategic projects across the firm's credit platform in New York City.

The successful candidate will have strong analytical skills, attention to detail, and a solid understanding of private credit, leveraged finance, CLOs, or structured finance markets, and will work closely with portfolio managers and investment teams.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field is required.
• Experience in private credit, leveraged finance, CLOs, or structured credit is preferred.
• Strong PowerPoint and Excel skills with ability to prepare investor materials.

Responsibilities

• Support fundraising initiatives for existing and prospective investment strategies.
• Develop and maintain product presentations, pitch books, fact sheets, marketing materials, and fund documentation.
• Serve as a point of contact for investor inquiries and due diligence requests.
• Coordinate responses to institutional investor questionnaires, RFPs, RFIs, and consultant requests.
• Partner with portfolio managers and investment teams to articulate strategies and performance drivers.
• Prepare market commentary, portfolio updates, and investor communications.
• Analyze portfolio performance, risk metrics, attribution, and market trends.
• Lead and coordinate strategic initiatives across Product, Investor Relations, Operations, Compliance, and PM teams.

Skills

Analytical skills

Attention to detail

Financial analysis

PowerPoint

Excel

Communication skills

Private credit knowledge

Project coordination

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

PowerPoint

Excel

Job description

Coda Search is seeking a Product Associate to support fundraising initiatives, investor communications, investor relations, and strategic projects across the firm's credit platform in New York City.

The successful candidate will have strong analytical skills, attention to detail, and a solid understanding of private credit, leveraged finance, CLOs, or structured finance markets, and will work closely with portfolio managers and investment teams.