Investor Relations & Client Experience Associate

Coda Search│Staffing; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

Coda Search│Staffing is representing a prominent Midtown NYC Alternative Asset Management firm seeking an Associate for the Client & Shareholder Services team. The ideal candidate must be self-motivated with superior verbal and written communication skills and a proven ability to work with institutional investors on complex projects.

Responsibilities include enhancing client operations processes, maintaining relationships with senior stakeholders, conducting market research, preparing investor

Qualifications

• Bachelor’s Degree required or equivalent experience in Financial Services/Private Equity/Finance.
• Strong Excel modeling skills and proficiency in MS Office.
• FINRA Series 7/66 strongly preferred.
• Technical knowledge with data analytics using CRMs (Salesforce), Excel, and PowerPoint.
• Excellent written and verbal communication; ability to interact with all levels of management.

Responsibilities

• Enhance client operations processes to meet evolving needs of firm clients.
• Build and maintain relationships with senior stakeholders; provide clear, timely communications.
• Conduct market research on industry trends, competitors, and market conditions.
• Prepare presentations, press releases, and materials for investor meetings and earnings calls.
• Lead investor interactions, CRM tracking, and updates to the public IR website.
• Coordinate roadshows, conferences, client meetings, and investor update calls.
• Manage investor CRM database and respond to inbound investor requests.
• Profile client base and prepare a strategic investor plan.
• Review client quarterly reports for accuracy and compliance.
• Communicate fund track records for annual and quarterly reporting; provide ad hoc data analysis.

Skills

Financial services

CRM (Salesforce)

Excel modeling

Communication

FINRA Series 7/66

Relationship management

Education

Bachelor's Degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Coda Search│Staffing is representing a prominent Midtown NYC Alternative Asset Management firm seeking an Associate for the Client & Shareholder Services team. The ideal candidate must be self-motivated with superior verbal and written communication skills and a proven ability to work with institutional investors on complex projects.

Responsibilities include enhancing client operations processes, maintaining relationships with senior stakeholders, conducting market research, preparing investor