Investor Relations Associate @ Asset Management group jobs in United States
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Coda Search│Staffing · 1 day ago

Investor Relations Associate @ Asset Management group

Coda Search is partnering with a global alternative asset management firm that is seeking to hire an Investor Relations Associate. This role focuses on supporting institutional investors and involves client service, project management, and preparing customized marketing materials and reports.

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Responsibilities

Prepare marketing materials including pitchbooks, meeting materials, presentations, and questionnaires
Assist in fundraising initiatives, including the preparation of fundraising presentations and due diligence materials
Prepare RFP's and DDQ's
Partner closely with internal and external stakeholders to ensure timely outcomes
Oversee and update the CRM system with client information
Receive and respond to client inquiries and coordinate updates
Assist with any ad-hoc projects

Qualification

Investment management experienceCommunication skillsPresentation skillsAnalytical mindsetProblem-solving skills

Required

Bachelor's degree required (GPA 3.5 and above)
2+ years experience in banking, financial services, or investment management
Excellent communication and presentation skills
Strong problem-solving skills
Analytical mindset but comfortable speaking with c-suite executives

Company

Coda Search│Staffing

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At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.

Funding

Current Stage
Growth Stage

Leadership Team

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Linh Nguyen
Chief Operating Officer
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Company data provided by crunchbase