IR Operations Analyst: Elevate Investor Experience

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

Job summary

Coda Search│Staffing is seeking an Associate for its Investor Relations Operations team in New York City. This reputable global investment firm offers a unique opportunity to gain exposure across multiple asset classes while managing key relationships with third-party agencies and internal teams. Ideal candidates will have a Bachelor's degree in Finance, Accounting, or a related field, with 2.5+ years of relevant experience. The role involves ensuring effective operational support and enhancing the investor experience through diligent communication and analytical skills.

Qualifications

• Bachelor’s degree required with a minimum GPA of 3.5.
• 2.5+ years of experience in operations, investor relations, or financial services.
• Strong attention to detail and ability to manage multiple priorities.

Responsibilities

• Act as a key liaison with third-party service providers.
• Assist with RFPS and DDQS, directly with clients.
• Research and resolve operational issues related to investor information.

Skills

Attention to detail

Relationship management

Proficiency in Microsoft Excel

Client-service mindset

Education

Bachelor’s degree in Finance, Accounting, Business, or related field

Job description

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