Investor Relations Operations Analyst @ Asset Management firm

Coda Search│Staffing; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Coda Search Staffing is seeking an Analyst to join the Investor Relations Operations team at a leading global investment firm in New York. The role focuses on supporting investor servicing by coordinating with third-party agencies and internal teams to ensure timely flow of investor information.

This position offers exposure across asset classes within a blue-chip asset management firm and requires strong Excel skills, attention to detail, and excellent communication.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field with GPA 3.5+.
• 1+ years of relevant experience in operations, investor relations, fund administration, or financial services.
• Strong attention to detail and ability to manage multiple priorities.
• Excellent communication and relationship management skills.
• Proficiency in Microsoft Excel and comfort working with data.
• Team-oriented with a client-service mindset.

Responsibilities

• Act as a key liaison with third-party service providers to manage day-to-day operational needs.
• Research, track, and resolve operational issues related to investor information and account activity.
• Support oversight of processes such as account openings, investor reporting, and compliance-related requirements.
• Maintain logs of open items and monitor for patterns or recurring issues.
• Partner with internal teams to improve controls, streamline workflows, and enhance the investor experience.
• Assist in developing documentation and process improvements to strengthen efficiency.

Skills

Attention to detail

Communication

Excel

Client focus

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Microsoft Excel

Job description

A leading global investment firm is seeking an Analyst to join its Investor Relations Operations team. This is a highly reputable firm that is a premier player in its space, operating across multiple asset classes. The team is seeking to hire an IR ops analyst who will focus on supporting investor servicing by working closely with third-party agencies and internal teams to ensure the accurate and timely flow of critical investor information.

Fantastic opportunity to get full exposure across the firm and work at a blue-chip asset management firm.

Key Responsibilities

• Act as a key liaison with third-party service providers to manage day-to-day operational needs.
• Research, track, and resolve operational issues related to investor information and account activity.
• Support oversight of processes such as account openings, investor reporting, and compliance-related requirements.
• Maintain logs of open items and monitor for patterns or recurring issues.
• Partner with internal teams to improve controls, streamline workflows, and enhance the investor experience.
• Assist in developing documentation and process improvements to strengthen efficiency.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field. GPA 3.5 and above
• 1+ years of relevant experience in operations, investor relations, fund administration, or financial services.
• Strong attention to detail and ability to manage multiple priorities.
• Excellent communication and relationship management skills.
• Proficiency in Microsoft Excel and comfort working with data.
• Team-oriented with a client-service mindset.