Investor Relations Sales Strategy & Analytics

Coda Search│Staffing; Greenwich (CT); On-site; USD 100,000 - 150,000; Full time

Job summary

Associate for Investor Relations Sales Strategy & Analytics sits in the Investor Relations Sales Strategy & Analytics team, partnering with U.S. Wealth leadership to drive growth for the Wealth channel.

The role blends strategy, analytics and execution to help leadership prioritize initiatives and allocate resources effectively. Based in Greenwich, CT, you will build models, analyze pipeline and client trends, and prepare materials for senior leadership meetings while collaborating with

Qualifications

• 3–5 years at a top-tier management consulting firm (MBB or equivalent).
• Experience in Financial Institutions or Wealth & Asset Management is desirable.
• Strong quantitative and data-analysis skills.
• Excellent written and verbal communication; ability to build relationships across teams.

Responsibilities

• Partner with U.S. Wealth leadership to define growth priorities and opportunities.
• Build analytical models (demand, pipeline, financial) to support decisions.
• Develop KPIs and analyze performance to track goals.
• Prepare leadership updates and communications; ensure cross-team follow-through.
• Support ad hoc projects across Institutional and International Wealth channels.

Skills

Management consulting

Quantitative analysis

Project management

Education

Bachelor's degree

Tools

Excel

PowerPoint

Salesforce CRM

Job description

We are partnering with a leading global systematic investment manager to hire an Associate for its Investor Relations Sales Strategy & Analytics team. This is a chance for a top-tier management consultant to move in-house at a premier alternatives firm, working directly with senior leadership on the priorities driving growth of the firm's U.S. Wealth business.

The role sits within the firm's Business Development group, which partners with clients across North America, Europe, Australia and the Middle East. Specifically, it joins the U.S. Wealth team, which covers taxable U.S. investors and their advisors through three channels: Family Offices, RIAs, Private Wealth Advisors at major banks/ broker dealers. The Associate will work directly with U.S. Wealth senior leadership, combining strategy, analytics and execution. The mandate is to help leadership make better decisions and keep the business focused on the right priorities.

Key Responsibilities

• Partner with U.S. Wealth leadership to define and drive key business priorities and growth initiatives
• Evaluate new business opportunities, including potential corporate investments and partnerships
• Support market and competitor analysis to inform strategy
• Identify issues, trade-offs and areas that require leadership attention

Analytics & Performance

• Build analytical models, including demand, pipeline and financial models, to support decision-making
• Analyze business performance and develop KPIs to track progress against goals
• Partner with the sales team to analyze pipeline, client trends and areas of opportunity

Execution & Communication

• Work across teams to keep initiatives moving and ensure follow-through
• Prepare materials for leadership meetings and business updates
• Support ad hoc projects across other channels, including Institutional and International Wealth, as needed

Candidate Profile

• 3-5 years at a top-tier management consulting firm (MBB or equivalent); experience in a Financial Institutions or Wealth & Asset Management practice is highly desirable
• Bachelor's degree with an exceptional academic record
• Working knowledge of the Wealth & Asset Management industry
• Strong quantitative skills and experience managing large data sets
• Advanced proficiency in Excel and PowerPoint; Salesforce CRM experience is a plus
• Strong project management skills and exceptional attention to detail
• Excellent written and verbal communication, with the ability to build relationships across teams
• Intellectually curious, with high integrity and ethical standards
• Mature and thoughtful; equally effective in a collaborative team and working autonomously
• A self-starter willing to roll up their sleeves and handle a wide range of issues
• Highly organized, able to multi-task and manage competing deadlines
• Looks beyond the surface to understand underlying details