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Coda Search│Staffing · 1 day ago

Investor Relations Associate @ Alternatives Fund

San Francisco Bay Area

Full-time

Onsite

Mid Level

$170K/yr - $200K/yr

3+ years exp

Coda Search is partnering with a premier global asset management firm investing across real estate, private equity, and private credit. They are looking to hire an Investor Relations Associate to support relationship management and client service efforts across the firm’s institutional client base.

ConsultingRecruitingStaffing Agency

Responsibilities

Support relationship managers with client servicing and communications across a diverse group of institutional investors

Prepare high-quality investor materials including portfolio updates, performance reports, RFPs/DDQs, and presentations

Coordinate with internal teams (investment, product, operations, legal/compliance) to deliver accurate and timely information to investors

Assist with onboarding new clients, tracking deliverables, and ensuring a seamless investor experience

Conduct market research and competitor analysis to support client engagement and business development efforts

Maintain CRM systems and help manage investor data and communications

Qualification

Investor relationsClient serviceAsset managementProactive mindsetCommunication skillsOrganizational skillsCollaboration

Required

Bachelor's degree in Finance, Economics, Business, or a related field

3+ years of experience in investor relations, client service, product marketing, or related role within asset management, investment banking, or private markets

Familiarity with institutional client types and investment products (real estate, private equity, credit)

Excellent communication skills—both written and verbal—with strong attention to detail

Highly organized and proactive with the ability to manage multiple priorities in a fast-paced environment

Collaborative mindset and a strong sense of accountability