Strategic Investor Relations Analyst, Asset Management

Coda Search; United States; On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Paid paternity leave

Tuition assistance

Paid maternity leave

Job summary

A prominent private equity firm in Midtown NYC is looking for an Analyst/Associate to join their Client Strategy & Investor Relations team. The successful candidate will help enhance client operations, manage an investor database, and perform performance analysis. We seek someone with a Bachelor’s degree, 2+ years of relevant experience, and strong communication skills. The role offers competitive pay and benefits including health insurance and tuition assistance.

Qualifications

• At least 2 years of experience in Financial Services or Private Equity.
• Proficiency in Microsoft Office required, especially Excel.
• FINRA Series 7/66 license is strongly preferred.

Responsibilities

• Enhance client operations processes based on evolving client needs.
• Manage the investor database and track all inbound requests.
• Participate in strategic investor planning and performance analysis.

Skills

Communication skills

Excel Modeling Formulas

Data analytics

Detail-oriented

Innovative thinker

Education

Bachelor’s Degree in Finance or related field

Tools

Salesforce

PowerPoint

Job description

A prominent private equity firm in Midtown NYC is looking for an Analyst/Associate to join their Client Strategy & Investor Relations team. The successful candidate will help enhance client operations, manage an investor database, and perform performance analysis. We seek someone with a Bachelor’s degree, 2+ years of relevant experience, and strong communication skills. The role offers competitive pay and benefits including health insurance and tuition assistance.