Coda Search│Staffing · 1 day ago
Investor Relations Associate @ Asset Management (private wealth channel)
NYC Metro Area
Full-time
Hybrid
Entry, Mid Level
$150K/yr - $225K/yr
2+ years expCoda Search is partnering with an asset management firm that is seeking an Investor Relations Associate to support its family office/private wealth channel. This role will have blended responsibilities from fundraising, relationship management, and capital markets, focusing on managing investor communications and supporting fundraising initiatives.
ConsultingRecruitingStaffing Agency
Responsibilities
Support day-to-day coverage of family offices, UHNW investors, and private wealth platforms
Assist in fundraising efforts across current and future investment vehicles
Prepare and maintain investor marketing materials, including pitchbooks, tear sheets, fact sheets, and DDQ/RFP responses
Respond to investor inquiries and help manage ongoing communications
Track investor activity, pipeline progress, and meeting notes within the CRM
Support investor meetings, roadshows, conferences, and ad-hoc presentations
Work cross-functionally with portfolio managers, legal, compliance, and finance teams to ensure accurate and timely investor information
Qualification
Required
2+ years of experience in Investor Relations, Capital Formation or Private Wealth
Strong understanding of the family office and UHNW investor landscape
Excellent written and verbal communication skills; comfortable interacting with senior stakeholders
Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
Preferred
Prior exposure to alternative investments (private equity, private credit, hedge funds, real estate, or multi-asset strategies)
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
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