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Coda Search│Staffing · 2 days ago

Investor Relations Associate @ Asset Management Firm

Boston, MA

Full-time

Onsite

Mid Level

$130K/yr - $160K/yr

4+ years exp

Coda Search is partnering with a multi-billion-dollar asset management firm known for its innovative investment approach. The Investor Relations Associate will support relationships with institutional investors and private wealth clients, providing insights on investment strategies and collaborating with various teams in a dynamic environment.

ConsultingRecruitingStaffing Agency

Responsibilities

Serve as a trusted resource for private wealth advisors and institutional clients, providing timely information and insights on the firm’s investment strategies and product offerings

Prepare and update marketing and investor materials across a range of asset classes, with a strong focus on alternative investments

Respond to inbound client inquiries, delivering portfolio updates, performance information, and product details in a clear and professional manner

Partner with the investment and operations teams to support new client onboarding, product launches, capital calls, and other investor-related initiatives

Collaborate with finance, legal, and compliance teams to ensure all communications, materials, and reporting adhere to regulatory standards and firm policies

Contribute to special projects related to investor reporting, product development, and platform enhancements

Qualification

Investor relationsAlternative investmentsAdvanced ExcelClient supportRelationship managementCommunication skillsPresentation skills

Required

Bachelor's degree required

Minimum of 4+ years of experience in private wealth management, investor relations, or client support, ideally within an alternative asset management or investment firm

Experience working across multiple asset classes, with direct exposure to alternative investments strongly preferred

Advanced Excel skills

Outstanding communication, presentation, and relationship-management skills, with the ability to interact confidently with sophisticated investors and internal stakeholders