IR Associate: Fundraising & Institutional Relations

Coda Search│Staffing; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Coda Search is partnering with a leading global asset management firm to add an Investor Relations Associate who will support fundraising and client formation across multiple institutional investors. You will collaborate with senior IR professionals, prepare investor materials, and help manage communications and reporting.

The role provides exposure to diverse asset classes and opportunities to engage with investment teams on investor communications, reporting, and strategic engagement efforts.

Qualifications

• 3+ years of experience in investor relations, client service, product marketing, or a related role within asset management, investment banking, or private markets.
• Familiarity with institutional investors and investment strategies across real estate, private equity, or private credit.
• Excellent written and verbal communication skills with strong attention to detail.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Collaborative mindset with a strong sense of ownership and accountability.

Responsibilities

• Partner closely with two senior fundraisers to support capital raising efforts and manage ongoing relationships with the firm's institutional investor base.
• Serve as a key point of contact for existing and prospective LPs, helping coordinate communications, investor requests, and relationship management activities.
• Prepare, maintain, and enhance investor-facing materials, including performance reports, portfolio updates, marketing presentations, quarterly letters, RFP responses, and DDQs.
• Conduct market intelligence, peer analysis, and competitor research to support fundraising initiatives, investor engagement strategies, and business development efforts.
• Maintain and update the firm's CRM system, ensuring investor interactions, pipeline activity, fundraising progress, and reporting are accurately tracked and documented.
• Assist in organizing investor meetings, annual meetings, roadshows, conferences, and ad hoc presentations for existing and prospective investors.
• Support fundraising efforts across multiple investment vehicles by tracking investor activity

Skills

Investor relations

Client service

Asset management

Communications

Education

Bachelor's degree in Finance, Economics, Business

Job description

Coda Search is partnering with a leading global asset management firm to add an Investor Relations Associate who will support fundraising and client formation across multiple institutional investors. You will collaborate with senior IR professionals, prepare investor materials, and help manage communications and reporting.

The role provides exposure to diverse asset classes and opportunities to engage with investment teams on investor communications, reporting, and strategic engagement efforts.