Investor Relations Associate

2 weeks ago


Connecticut, United States Coda Search│Staffing Full time

About the Role

Coda Search│Staffing is representing a leading Alternative Investment Firm that is looking to enhance their team with an Investor Relations/Client Partners Associate. This position plays a pivotal role in supporting the firm’s fund marketing initiatives and managing comprehensive investor servicing.

Key Responsibilities

  • Assist the retail sales and fundraising teams in executing all investor-related activities.
  • Collaborate with the origination team to pitch new business opportunities, raise capital, and create compelling content for investor roadshows.
  • Engage with investment teams to ensure precision in sales, fund marketing, and business development efforts.
  • Analyze the client base and formulate strategic investor plans to enhance engagement.
  • Evaluate portfolio performance data, comparing it against benchmarks and assessing risk metrics.
  • Scrutinize client quarterly reports to guarantee accuracy and adherence to compliance standards.
  • Foster and maintain client relationships, regularly updating Directors on progress and insights.
  • Identify avenues to improve the strategic reporting framework by collecting and analyzing feedback from the field and collaborating with various partners.
  • Conduct various ad hoc data research and analysis as required.

Qualifications

  • A Bachelor’s Degree accompanied by a minimum of 2 years in Financial Services, Investment Banking, Investment Management, or a related field.
  • Strong proficiency in Microsoft Office, especially in Excel formulas.
  • Exceptional communication skills with a proven track record of effective collaboration across all management levels.
  • Work closely with the investment team to develop and maintain a cohesive suite of core product marketing and client-service materials, aimed at enhancing product awareness.
  • Partner 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.
  • Provide various ad hoc data research and analysis as needed.


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