Investor Relations & Client Partnerships Associate

Coda Search│Staffing; New York (NY); On-site; USD 75,000 - 120,000; Full time

Job summary

Private Investment Fund in New York City is seeking an Investor Relations Associate to join the Client Partners Team. You will drive product marketing plans, lead end-to-end business strategy, and update the firm’s marketing agenda for new client development.

Ideal candidate has 2+ years in Private Equity/Investor Relations with strong Excel/Salesforce skills and experience in capital raising, client servicing, and presenting to executives.

Qualifications

• Bachelor’s Degree with 2+ years in Private Equity/Investor Relations.
• Proficiency in Microsoft Office, Salesforce and Excel.
• Superior modeling and transaction experience.
• CRM data analytics and PowerPoint presentations.
• Strong communication across management levels.
• Ability to work in fast-paced, deadline-driven environment.

Responsibilities

• Assist with North American client sales, marketing, investor servicing, and client relations.
• Prepare client presentations, press releases, and investor meeting materials.
• Create board-level presentations for internal/external stakeholders.
• Support capital raising and enhance investor experience.
• Research market color on potential investment opportunities.
• Create marketing materials and pitch books for investment opportunities.
• Collaborate across regions to develop sales pitchbooks, strategy books, client reviews.
• Ensure portfolio data integrity across marketing channels.
• Gather field feedback and identify opportunities to improve strategic vision.
• Provide ad hoc data research and analysis.

Skills

Investor relations

Product marketing

Client development

Alternative investments

Financial services

Education

Bachelor’s Degree

Tools

Salesforce

Excel

Job description

Private Investment Fund in New York City is seeking an Investor Relations Associate to join the Client Partners Team. You will drive product marketing plans, lead end-to-end business strategy, and update the firm’s marketing agenda for new client development.

Ideal candidate has 2+ years in Private Equity/Investor Relations with strong Excel/Salesforce skills and experience in capital raising, client servicing, and presenting to executives.