Investor Relations Strategy & Growth Analytics Associate

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

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