Investor Relations Associate

1 week ago


new york city, United States Coda Search│Staffing Full time

Our client, a global investment manager, is looking to add an Investor Relations Associate to their team. This person will work closely with the sales team, and support front end financial advisors.


Candidates MUST have Series 7 & experience with alternatives


Responsibilities:

  • Build relationships with partner firms & financial professionals
  • Field inquiries from Financial Advisors, Investors & internal stakeholders regarding investment offering
  • Liaise with investment teams, finance and third-party transfer agents relating to client inquiries, problem resolution and reconciliation.


Requirements:

  • Investor Relations experience & knowledge of alternatives (private markets products)
  • 4-7 years of experience in investor relations
  • Ability to develop relationships with private wealth platforms (private banks, wirehouses, RIAs or independent broker/dealers)
  • Excellent academic credentials including an undergraduate degree
  • Excel skills
  • Series 7


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