Strategic Investor Relations Associate (Private Equity)

Coda Search│Staffing; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

A prominent financial services firm in New York seeks an experienced Analyst/Associate for their Client Strategy & Investor Relations team. The candidate will enhance client operations, manage investor databases, and prepare strategic investor plans. A Bachelor's degree and at least 2 years of experience in Financial Services are required. Proficiency in Excel and strong communication skills are essential for success in this fast-paced role.

Qualifications

• 2+ years of experience in Financial Services/Private Equity Accounting/Finance.
• Proficiency in Microsoft Office, particularly Excel.
• FINRA Series 7/66 strongly preferred.

Responsibilities

• Enhance the vision for client operations process.
• Manage the investor database and fundraising requests.
• Prepare a strategic investor plan.

Skills

Excel Modeling Formulas

Outstanding communication skills

Data analytics using CRMs

Detail oriented

Education

Bachelor’s Degree

Tools

Salesforce

PowerPoint

Job description

A prominent financial services firm in New York seeks an experienced Analyst/Associate for their Client Strategy & Investor Relations team. The candidate will enhance client operations, manage investor databases, and prepare strategic investor plans. A Bachelor's degree and at least 2 years of experience in Financial Services are required. Proficiency in Excel and strong communication skills are essential for success in this fast-paced role.