Investor Relations /Distribution Associate (Private Markets)

Coda Search│Staffing; New York (NY); On-site; USD 140,000 - 200,000; Full time

Job summary

A prominent Private Equity/Alternative Asset Management firm in Midtown NYC is seeking an Investor Relations/Distribution Associate to join their Client Strategy team. The ideal candidate will have a solid background in finance, excellent communication skills, and the ability to manage investor relationships effectively, supporting capital raising and strategic initiatives within the firm.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• Minimum 2+ years in Financial Services or similar field.
• Proficiency in Microsoft Office, especially Excel Modeling.
• FINRA Series 7/66 preferred.

Responsibilities

• Enhance client operations process to meet evolving needs.
• Support capital raising efforts for 2026 Fund Launch.
• Nurture relationships with existing & potential investors.

Skills

Communication skills

Data analytics

Detail oriented

Education

Bachelor’s Degree in Financial Services/Private Equity Accounting/Finance

Tools

Microsoft Excel

Salesforce

PowerPoint

Job description

Investor Relations /Distribution Associate (Private Markets)

Investor Relations /Distribution Associate (Private Markets)

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This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $200,000.00/yr

Our client is a prominent, well respected Midtown NYC Private Equity/Alternative Asset Management firm currently seeking to add a talented Analyst/Associate to their growing Client Strategy & Investor Relations team. Ideal candidate must be self-motivated, with superior verbal and written communication skills and a proven ability to work with institutional investors and handle complex investor based projects.

Responsibilities

• This role will be responsible for continuously enhancing the vision for client operations process to reflect evolving needs of firm clients
• Support capital raising efforts for potential 2026 Fund Launch
• Profile client base and prepare a strategic investor plan
• Partner with Head of IR with strategic initiatives across firms' IR function
• Nurture strong relationships with existing & potential investors
• Monitor and track applicable investment deal-flow/ market activity
• Review and analyze portfolio performance data, benchmark performance and risk statistics
• Review client quarterly reports to ensure accuracy and compliance
• In charge of investor communication for annual and quarterly reporting of fund track records
• Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across client reporting systems
• Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization
• Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

• Bachelor’s Degree with at least 2+ years of Financial Services/Private Equity Accounting/Finance or similar
• Proficiency in Microsoft Office, particularly Excel Modeling Formulas
• FINRA Series 7/66 strongly preferred
• Technical knowledge, data analytics using CRMs (Salesforce), Excel, PowerPoint
• Outstanding communication skills, proven ability to effectively work with all levels of Management
• Comfortable working in a fast-paced, dead-line driven dynamic environment
• Innovative and creative thinker
• Must be detail oriented

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Business Development, and Finance

• Industries

  Financial Services, Capital Markets, and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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