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Investor Relations Marketing Specialist
2 months ago
Position Overview
Coda Search│Staffing is representing a dynamic Alternative Asset Management firm that is seeking to expand its Investor Services and Fund Marketing Team by adding an Investor Relations/Marketing Associate.
This role is pivotal in shaping the firm's marketing strategies, enhancing brand visibility, and executing comprehensive product marketing initiatives. The ideal candidate will possess a strong background in digital marketing, social media engagement, and alternative investment strategies.
Key Responsibilities
- Support North American client sales and marketing initiatives, focusing on investor servicing and relationship management.
- Enhance the firm's capital raising efforts and improve the overall investor experience.
- Conduct market research to identify potential investment opportunities and provide insightful market analysis.
- Develop marketing collateral and pitch materials that effectively communicate the firm's investment propositions.
- Create detailed pitch books and preliminary financial models to assist in client prospecting and trade marketing.
- Prepare Due Diligence presentations that clearly outline 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.
- Work closely with team members at all levels to ensure the accuracy and consistency of portfolio data across various marketing platforms.
- Identify and leverage opportunities to refine the strategic vision by gathering field feedback and collaborating with internal 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.
- Proficient in Microsoft Office Suite, with a strong emphasis on Salesforce and Excel (including modeling and formulas).
- Technical expertise in data analytics utilizing CRMs (Salesforce) and proficiency in PowerPoint for presentations.
- Exceptional communication skills with a proven ability to engage effectively with all levels of management.
- FINRA Series 7/66 (or 63) certification is required.
- Able to thrive in a fast-paced, deadline-driven environment.
- Innovative thinker with a creative approach to problem-solving.
- Detail-oriented with a strong commitment to quality and accuracy.
