CLSA · 18 hours ago
Alternative Sales Associate, Sales
New York, United States
Full-time
Onsite
Mid Level
$80K/yr - $125K/yr
3+ years expCLSA is a company focused on alternative investments, and they are seeking an Alternative Sales Associate to manage investor relations and fundraising efforts. The role involves maintaining a CRM database, coordinating communications with limited partners, and supporting capital raising initiatives.
Venture Capital
Responsibilities
Maintain a comprehensive CRM database of current and prospective LPs including detailed profiles of investment preferences, sector/geographic focus, interaction history
Segment investor base to align outreach strategies with LP interests and generate internal reports on pipeline progress
Track outreach & fundraising pipeline stages, including recording meeting notes, follow-up actions and next steps to ensure continuity in investor engagement
Prepare and distribute quarterly and annual LP reports, portfolio updates and market insights
Gather and synthesize investor sentiment; monitor competitor positioning and LP allocation trends; surface market intelligence to refine fundraising priorities, messaging, and materials
Frequent senior‑stakeholder and institutional LP interaction
Coordinate investor communications such as update calls, webcasts, and AGMs
Serve as the primary contact for LP inquiries and manage side letters and custom reporting in collaboration with finance & legal teams
Support capital raising by identifying and engaging prospective LPs, coordinating roadshows & investor meetings and managing due diligence processes including data rooms and DDQs
Oversee onboarding, subscription documentation and capital call communications in partnership with fund administrators
Create and maintain investor-facing materials including pitch decks, PPMs, teasers, and performance summaries
Prepare tailored meeting briefs, agendas, and follow-ups, ensuring consistency, accuracy, and alignment with the firm’s brand and strategy
Foster long-term LP relationships through personalized engagement and support
Plan and execute investor events such as AGM, LP summits and advisory board meetings, including logistics, content development, and post-event follow-up
Gather and relay investor sentiment and market intelligence to senior leadership
Contribute to IR strategy development and monitor industry trends, competitor positioning and LP allocation behavior to inform internal messaging and fundraising strategy
Lead ESG-related communications and reporting aligned with frameworks like UN PRI and GRI
Ensure investor materials and outreach comply with regulatory standards and coordinate with legal and compliance teams on updates
Leverage CRM platforms, investor portals, and digital tools (e.g. Webinars, virtual data rooms, analytics) to enhance investor experience, streamline reporting and personalize outreach
Qualification
Required
Bachelor's degree or above in Finance, Business, Economics or related field
Minimum 3 years of relevant experience in investor relations, fundraising or client-facing role within VC, PE or related alternatives
Strong grasp of fund metrics (IRR, TVPI, MOIC, NAV), financial reporting and investor communications
Proficient in Excel, PowerPoint and CRM platforms (e.g. Salesforce, Dynamo)
Strong project management skills
Experience across both VC and PE environments
Knowledge of ESG frameworks and digital investor engagement tools
Strategic mindset, global exposure and a continuous learning approach
Excellent verbal and written communication skills
Licensing: SIE and Series 7 and Series 66; if not held, must obtain within 90 days of hire
Company
CLSA
CLSA is an investment bank that provides security brokerage and investment banking services. It is a sub-organization of CITIC Securities.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2012-07-22Acquired
Leadership Team
Andy Hilton
Business Manager, COO office and Head of Risk, Institutional Equities at CLSA Americas LLC
Christian Billet
CCO
Recent News
2025-10-31
Business Standard India
2025-10-19
Company data provided by crunchbase