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Nassau Financial Group · 1 day ago

Sr Associate - Investor Relations

New York, NY

Full-time

Onsite

Mid, Senior Level

$150K/yr - $200K/yr

3+ years exp

Nassau Financial Group is a growth-focused and digitally enabled financial services company. They are seeking a Senior Associate to join their Business Development and Investor Relations team, where the successful candidate will assist in marketing to institutional investors, manage client relationships, and support various strategic initiatives.

Asset ManagementFinanceFinancial ServicesInsuranceLife InsuranceRetirement

Responsibilities

Assist in direct marketing to institutional investors including Consultants, Endowments, Family Offices, Insurance Companies, OCIOs, Pensions, Sovereign Funds, Banks, Hedge Funds and BDCs

Develop and continually update marketing and due diligence materials

Presentations, fund commentaries, DDQs, RFPs, monthly/quarterly letters, and other information requests from investors and prospects

Support management of new/initial and ongoing conversations with investors to promote quality lead generation and focus

Engage portfolio managers at the right stage and ensure advancement of dialogue

Provide client support across each of NAM’s investment management affiliates including Nassau Global Credit, Nassau Private Credit, Nassau CorAmerica, and Nassau Alternatives Inc

Facilitate client onboarding functions and ensure that portfolio managers are charged with continuous innovation in tracking activities

Coordinate and schedule investor meetings

Plan and coordinate client events such as on-site visits, LP annual meetings, webinars and other educational sessions

CRM and pipeline management

Work on strategic projects and new business initiatives

Manage relationship with 3rd party fund administrator and facilitate client onboarding functions

Develop and maintain web content for Nassau Asset Management and affiliate websites, working with NFG Marketing department

Manage all affiliates’ social media accounts, including strategy and content creation

Coordinate reporting and client communication across Investor Reporting, Investment Accounting, Corporate Communications, and NFG Marketing

Identify opportunities to raise public awareness of Nassau Asset Management and affiliates through press releases and industry conferences

Perform other duties as assigned

Qualification

Investor RelationsBusiness DevelopmentCRM ManagementMarketing ExperienceMicrosoft PowerPointMicrosoft ExcelMicrosoft WordCommunication SkillsInterpersonal SkillsOrganizational SkillsDetail OrientedTeam Player

Required

3+ years of experience working in Marketing / Client Relations for an asset management business

Outstanding verbal and written communication skills

Detail oriented and highly motivated

Exceptional interpersonal skills and the ability to work in both a team-oriented environment and independently

Strong presence and the ability to be versatile in a fast-paced, high-growth organization

Highly proficient in Microsoft PowerPoint, Excel, and Word

Direct experience in Business Development and/or Investor Relations for an asset management organization

Bachelor's degree required

Maintaining information within a CRM and producing reports

Natural self-starter with an appreciation for ownership, accountability, and commitment to the intensity and challenges presented by the needs of a growing business

Excellent interpersonal and communication skills

Sensitive to and accountable for upholding high cultural standards