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Coda Search│Staffing · 19 hours ago

Client Strategy & Investor Relations (Asset Management)

NYC Metro Area

Full-time

Onsite

Entry, Mid Level

$125K/yr - $175K/yr

2+ years exp

Coda Search is representing a prominent Midtown NYC Private Equity/Alternative Asset Management firm that is seeking to add a talented Analyst/Associate to their Client Strategy & Investor Relations team. The role involves managing investor communications, enhancing client operations processes, and analyzing portfolio performance data to meet the evolving needs of the firm's clients.

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Responsibilities

This role will be responsible for continuously enhancing the vision for client operations process to reflect evolving needs of firm clients

Manage and track the investor database and all inbound investor and fundraising requests

Profile client base and prepare a strategic investor plan

Review and analyze portfolio performance data, benchmark performance and risk statistics

Review client quarterly reports to ensure accuracy and compliance

In charge of investor communication for annual and quarterly reporting of fund track records

Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across client reporting systems

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

Provide various ad hoc data research and analysis as needed