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Investor Relations and Marketing Specialist

2 months ago

Greenwich, Connecticut, United States Coda Search│Staffing Full time

Overview

Coda Search│Staffing is representing a prominent firm in the Alternative Asset Management sector seeking to expand their Investor Services and Fund Marketing Team by adding an Investor Relations and Marketing Associate.

Key Responsibilities

  • Support North American client sales and marketing initiatives, investor servicing, and client relationship management.
  • Enhance the firm's capital raising efforts and improve the overall investor experience.
  • Conduct market research to identify potential investment opportunities.
  • Develop marketing collateral and pitch materials related to the firm's investment offerings.
  • Create pitch books and preliminary financial models for client prospecting and trade marketing.
  • Prepare Due Diligence presentations to showcase potential investment opportunities.
  • Collaborate with cross-regional teams to produce impactful marketing materials, including sales pitch books, strategy documents, client reviews, conference presentations, and educational resources.
  • Ensure the accuracy and consistency of portfolio data across all marketing platforms by working with team members at all organizational levels.
  • Identify strategic enhancement opportunities by analyzing field feedback and collaborating with various partners.
  • Provide ad hoc data research and analytical support as required.

Qualifications

  • Bachelor's Degree with a minimum of 2 years of experience in Private Wealth Management, Investor Relations, or a related field within Financial Services or Private Equity Alternative Asset Management.
  • Proficient in Microsoft Office Suite, especially Salesforce and Excel (including modeling and formulas).
  • Technical expertise in data analytics utilizing CRMs (Salesforce) and proficiency in presentation software like PowerPoint.
  • Exceptional communication skills with a proven ability to engage effectively with all management levels.
  • FINRA Series 7/66 (or 63) certification is required.
  • Able to thrive in a fast-paced, deadline-driven environment.
  • Innovative and creative problem-solver.
  • Detail-oriented with a strong focus on accuracy.