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Investor Relations Associate
2 months ago
Company Overview
Coda Search│Staffing is collaborating with a distinguished Alternative Investment Firm that is expanding its team.
Position Overview
The firm is looking for an Investor Relations/Client Partners Associate who will play a crucial role in enhancing fund marketing initiatives, managing comprehensive investor servicing, and fostering relationships with both new and existing clients concerning fund marketing and capital raising for upcoming fund launches. The ideal candidate should possess a solid understanding of alternative investments, private equity, and general capital markets.
Key Responsibilities
- Assist the retail sales and fundraising teams with all investor-related activities.
- Collaborate with the origination team to pitch new business opportunities, raise capital, create content, and organize investor roadshows.
- Engage with investment teams across the firm to ensure precision in sales, fund marketing, and business development efforts.
- Analyze the client base and develop strategic investor plans.
- Evaluate portfolio performance data, including benchmarking performance and risk metrics.
- Review quarterly client reports to guarantee accuracy and compliance.
- Maintain client relationships and regularly provide updates to Directors.
- Identify opportunities to improve the strategic reporting platform by collecting and analyzing feedback from the field and collaborating with internal partners.
- Conduct various ad hoc data research and analysis as required.
Qualifications
- Bachelor's Degree with a minimum of 2 years of experience in Financial Services, Investment Banking, Investment Management, or a related field.
- Strong proficiency in Microsoft Office, especially Excel formulas.
- Exceptional communication skills with a proven ability to interact effectively with all management levels.
- Work alongside the investment team to develop and maintain a cohesive suite of core product marketing and client service materials to enhance product awareness.
- Collaborate with teams across various regions to create impactful marketing materials, including sales pitch books, strategy documents, client reviews, conference presentations, and educational resources for both internal and external stakeholders.
- Conduct various ad hoc data research and analysis as needed.