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Coda Search│Staffing

Investor Relations Associate

Coda Search│Staffing, New York, New York, us, 10261

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This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range

$100,000.00/yr - $140,000.00/yr An Investor Relations Associate role within a leading global investment management firm. This position sits on the Client Advisory team and supports Capital Development, Investor Engagement, and Client Service initiatives. Responsibilities Develop and maintain a strong understanding of the investor landscape, firm investment strategies, and competitive environment. Manage due diligence requests including questionnaires, RFPs, and on-site meetings. Create, coordinate, and maintain investor materials such as reports, presentations, webinars, and communications. Share responsibility for the Investor Relations inbox; monitor and respond to investor inquiries promptly. Oversee the team’s CRM system; update meeting notes, manage account and contact details, track pipeline activity, and ensure accuracy of data. Support outreach initiatives by helping to organize investor events, send roadshow communications, assist with follow-ups, and conduct investor research. Prepare briefing materials for portfolio managers and research analysts ahead of client meetings. Organize and analyze capital introduction data and introductions provided by prime brokers Ensure adherence to internal policies, procedures, and regulatory requirements. Collaborate with investment professionals, operations, and external stakeholders to address investor needs. Requirements Bachelor’s degree in Business Administration, Finance, or related field. Approximately 3-5 years of investor relations or client service experience in financial services. Advanced proficiency in Microsoft Office (Excel, PowerPoint). Great communication and presentation skills Detail-oriented with exceptional organizational skills. Strong knowledge of alternative investments. Creative thinker with strong problem-solving abilities. Adaptable, quick learner, and able to thrive in a fast-paced environment. Seniority level

Seniority level Associate Employment type

Employment type Full-time Job function

Job function Finance Referrals increase your chances of interviewing at Coda Search│Staffing by 2x Inferred from the description for this job

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