Coda Search│Staffing · 12 hours ago
Investor Services & Client Solutions - Associate (Alternative Asset Management)
NYC Metro Area
Full-time
Onsite
Entry Level
$140K/yr - $180K/yr
2+ years expCoda Search│Staffing is representing a prominent, well-respected NYC based Alternative Asset Manager currently seeking to add an Investor Relations Associate to their growing Client Solutions Team. This role involves driving product marketing plans, managing business strategy, and enhancing client relations and investor experience.
ConsultingRecruitingStaffing Agency
Responsibilities
Assist with North American client sales & marketing, efforts, investor servicing and client relations and for firm
This role will be responsible for enhancing the firm’s efforts around capital raising and investor experience
Research and provide market color with respect to potential investment opportunities
Create marketing materials & pitch books with regards to firms investment opportunities
Construct pitch-books & preliminary models for prospecting clients and marketing potential trades
Create Due Diligence presentations to outline potential investment opportunities
Collaborate with teams across all regions to develop meaningful marketing material such as, sales pitchbooks, strategy books, client reviews, conference presentations and educational materials for both internally and externally use
Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across all marketing channels
Identifying opportunities to enhance the strategic vision by gathering and analyzing field feedback and collaborating with partners across the organization
Provide various ad hoc data research and analysis as needed
Qualification
Required
Bachelor's Degree with at least 2+ years of directly Investment Banking/Private Equity/Investor Relations/or similar within Financial Services/Private Equity Alternative Asset Management
Proficiency in Microsoft Office, particularly Salesforce and Excel (Modeling & Formulas)
Technical knowledge, data analytics using CRMs (Salesforce), and presenting using PowerPoint
Outstanding communication skills, proven ability to effectively work with all levels of Management
FINRA Series 7/66 (or 63) Required
Comfortable working in a fast-paced, deadline driven dynamic environment
Innovative and creative thinker
Must be detail oriented
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