Apply on Employer Site

Coda Search│Staffing · 1 week ago

Client & Partner Group - Associate (Private Equity/Real Estate)

NYC Metro Area

Full-time

Onsite

Entry Level

$150K/yr - $225K/yr

2+ years exp

Coda Search is a staffing firm representing a prominent NYC based Alternative Asset Manager in Private Equity. They are seeking a Fund Raising/Investor Relations Associate to drive product marketing plans and enhance client development efforts.

ConsultingRecruitingStaffing Agency

Responsibilities

Assist with North American client sales & marketing, efforts, investor servicing and client relations and for firm

This role will be responsible for enhancing the firm’s efforts around capital raising and investor experience

Research and provide market color with respect to potential investment opportunities

Create marketing materials & pitch books with regards to firms investment opportunities

Construct pitch-books & preliminary models for prospecting clients and marketing potential trades

Create Due Diligence presentations to outline potential investment opportunities

Collaborate with teams across all regions to develop meaningful marketing material such as, sales pitchbooks, strategy books, client reviews, conference presentations and educational materials for both internally and externally use

Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across all marketing channels

Identifying opportunities to enhance the strategic vision by gathering and analyzing field feedback and collaborating with partners across the organization

Provide various ad hoc data research and analysis as needed

Qualification

Private Equity experienceFund marketingData analyticsSalesforce proficiencyModeling experienceCommunication skillsDetail orientedCreative thinker

Required

Bachelor's Degree with at least 2+ years of directly Private Equity/Investor Relations/or similar within Financial Services/Private Equity Alternative Asset Management

Proficiency in Microsoft Office, particularly Salesforce and Excel

Superior Modeling /Transaction Experience Required

Technical knowledge, data analytics using CRMs (Salesforce), and presenting using PowerPoint

Outstanding communication skills, proven ability to effectively work with all levels of Management

Comfortable working in a fast-paced, dead-line driven dynamic environment

Innovative and creative thinker

Must be detail oriented