Investor Services & Client Solutions - Associate (Alternative Asset Management)

Coda Search│Staffing; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Coda Search│Staffing is seeking an Investor Relations Associate for a prominent NYC-based Alternative Asset Manager. This role involves driving product marketing plans, managing business strategies, and enhancing client development efforts.

The ideal candidate has at least 2 years of experience in Investment Banking, Private Equity, or Investor Relations, along with proficiency in Microsoft Office and excellent communication skills. This position demands a dynamic individual comfortable in a fast-paced environment.

Qualifications

• Minimum 2 years in Investment Banking, Private Equity, or Investor Relations.
• Proficiency in Microsoft Office, especially Salesforce and Excel.
• Excellent communication skills and ability to work with management levels.
• FINRA Series 7/66 (or 63) required.

Responsibilities

• Assist with client sales, marketing efforts, investor servicing, and relations.
• Enhance capital raising and investor experience efforts.
• Research potential investment opportunities.
• Create marketing materials and pitch books.
• Construct pitch-books and preliminary models for clients.
• Prepare Due Diligence presentations for investment opportunities.
• Collaborate with teams to develop marketing materials.
• Ensure the integrity of portfolio data across marketing channels.
• Identify opportunities to enhance strategic vision through feedback.
• Conduct ad hoc data research and analysis.

Job description

Our client is a prominent, well-respected NYC based Alternative Asset Manager currently seeking to add an Investor Relations Associate to their growing Client Solutions Team.

This individual will be responsible for driving product marketing plans, running end to end business strategy and updating firms marketing agenda with regards to new client development. Ideal individual should be well versed with fund marketing, client development, product messaging and alternative investments.

Responsibilities

• Assist with North American client sales & marketing, efforts, investor servicing and client relations and for firm
• This role will be responsible for enhancing the firm’s efforts around capital raising and investor experience
• Research and provide market color with respect to potential investment opportunities
• Create marketing materials & pitch books with regards to firms investment opportunities
• Construct pitch-books & preliminary models for prospecting clients and marketing potential trades
• Create Due Diligence presentations to outline potential investment opportunities
• Collaborate with teams across all regions to develop meaningful marketing material such as, sales pitchbooks, strategy books, client reviews, conference presentations and educational materials for both internally and externally use.
• Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across all marketing channels
• Identifying opportunities to enhance the strategic vision 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 directly Investment Banking/Private Equity/Investor Relations/or similar within Financial Services/Private Equity Alternative Asset Management
• Proficiency in Microsoft Office, particularly Salesforce and Excel (Modeling & Formulas)
• Technical knowledge, data analytics using CRMs (Salesforce), and presenting using PowerPoint
• Outstanding communication skills, proven ability to effectively work with all levels of Management
• FINRA Series 7/66 (or 63) Required
• Comfortable working in a fast-paced, deadline driven dynamic environment