LP Investor Relations & Fundraising Associate

CLSA Global Markets Pte Ltd; New York (NY); On-site; USD 80,000 - 125,000; Full time

Job summary

A leading investment firm in New York is seeking an Alternative Sales Associate to manage investor relations and coordinate fundraising efforts. The ideal candidate should have at least 3 years of experience and possess strong skills in financial reporting and project management. Key responsibilities include maintaining a CRM database, preparing investor reports, and fostering LP relationships. A Bachelor's degree in Finance, Business, or Economics is required, along with proficiency in CRM platforms and MS Office.

Qualifications

• 3+ years of relevant experience in investor relations or fundraising.
• Strong grasp of fund metrics such as IRR, TVPI, MOIC, NAV.
• Licensed or willing to obtain SIE, Series 7, and Series 66.

Responsibilities

• Maintain a comprehensive CRM database of current and prospective LPs.
• Track outreach and fundraising pipeline stages.
• Prepare investor-facing materials and reports.

Skills

Investor relations

CRM platforms

Project management

Financial reporting

Communication skills

Education

Bachelor's degree in Finance, Business, Economics or related field

Tools

Salesforce

Excel

PowerPoint

Job description

A leading investment firm in New York is seeking an Alternative Sales Associate to manage investor relations and coordinate fundraising efforts. The ideal candidate should have at least 3 years of experience and possess strong skills in financial reporting and project management. Key responsibilities include maintaining a CRM database, preparing investor reports, and fostering LP relationships. A Bachelor's degree in Finance, Business, or Economics is required, along with proficiency in CRM platforms and MS Office.