Coda Search│Staffing · 3 days ago
Investor Relations @ Asset Management (consultant channel)
NYC Metro Area
Full-time
Hybrid
Entry, Mid Level
$150K/yr - $225K/yr
2+ years expCoda Search is partnering with a leading asset management firm that is seeking an Investor Relations Associate to support its Consultant Relations and Institutional Advisory channel. The role offers broad exposure across fundraising, institutional relationship management, and capital markets, working closely with senior consultant relations professionals, investment teams, and external advisory partners.
ConsultingRecruitingStaffing Agency
Responsibilities
Support day-to-day coverage of investment consultants and institutional advisory platforms
Assist with fundraising initiatives across existing and new investment vehicles by supporting consultant-driven mandates
Prepare, update, and maintain institutional marketing materials, including pitchbooks, fact sheets, consultant decks, and DDQ/RFP responses
Coordinate responses to consultant inquiries and ensure timely, accurate follow-up on data requests
Track consultant interactions, pipeline activity, and meeting notes within the CRM
Support consultant meetings, due diligence sessions, roadshows, conferences, and ad-hoc presentations
Partner closely with portfolio managers, legal, compliance, and finance teams to deliver consistent, compliant, and high-quality investor communications
Qualification
Required
2+ years of experience in Investor Relations, Consultant Relations, Capital Formation, or Institutional Client Services
Familiarity with the investment consultant landscape and institutional fundraising process
Strong written and verbal communication skills with the ability to engage confidently with senior internal and external stakeholders
Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced, deadline-driven environment
Preferred
Prior exposure to alternative investment strategies (private equity, private credit, hedge funds, real estate, or multi-asset)
Company
Coda Search│Staffing
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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Linh Nguyen
Chief Operating Officer
Recent News
2025-08-13
Company data provided by crunchbase