Investor Relations Associate @ Asset Management group

Coda Search is partnering with a global alternative asset management firm that is seeking to hire Investor Relations Associate with offices in Midtown, NY. This is a global firm that has over $55BN AUM and operates across a variety of different asset classes including private credit, real estate, and equities. This role sits on a team that focuses on institutional investors, supporting two of the firm’s major funds and its investor base. The role will be a blended role of client service, project management, and preparing customized marketing materials and reports for the firm’s investors.

The firm has a great reputation and culture and has been a client of our firm for over ten years. Many of the people that we have placed in the firm have moved into leadership roles.

Responsibilities:

• Prepare marketing materials including pitchbooks, meeting materials, presentations, and questionnaires
• Assist in fundraising initiatives, including the preparation of fundraising presentations and due diligence materials.
• Prepare RFP's and DDQ's
• Partner closely with internal and external stakeholders to ensure timely outcomes
• Oversee and update the CRM system with client information
• Receive and respond to client inquiries and coordinate updates
• Assist with any ad-hoc projects

Qualifications

• Bachelor's degree required (GPA 3.5 and above)
• 2+ years experience in banking, financial services, or investment management
• Excellent communication and presentation skills
• Strong problem-solving skills
• Analytical mindset but comfortable speaking with c-suite executives