Coda Search│Staffing
Investor Relations Associate
Coda Search│Staffing, San Francisco, California, United States, 94199
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 $120,000.00/yr - $140,000.00/yr
Additional compensation types Annual Bonus
An exciting opportunity for a Client Coverage Associate/Senior Associate to support a top fund's Institutional sales effort.
Develop and maintain an ongoing, detailed understanding of coverage, business plan, and support needs.
Assist in building, maintaining and executing a marketing strategy for a wide range of institutional products.
Maintain a thorough understanding of product strengths/applicability and apply that knowledge in written and verbal form to clients and prospects.
Receive and send correspondence independently and on behalf of the team:
Facilitate informational requests from clients/prospects with the ability to understand and identify sensitivities/potential issues
Send a detailed meeting follow-up email, including any relevant customized data or research to clients and
Source, evaluate for appropriateness, and initiate RFP/DDQ process with sales/client service
Use Salesforce to manage the sales process, client engagement, and research
Create and update contact and coverage records, maintain current details on contacts and organizations
Requirements
Bachelor’s degree required, 3+ years of experience in a fundraising support role for an asset management firm
Previous experience in a fast-paced client-oriented environment (
Seniority level
Associate
Employment type
Full-time
Job function
Finance, Sales, and Marketing
Industries: Investment Management, Financial Services, and Venture Capital and Private Equity Principals
Benefits
Medical insurance
Vision insurance
401(k)
Referrals increase your chances of interviewing at Coda Search│Staffing by 2x
Get notified about new Investor Relations Associate jobs in
San Francisco, CA .
#J-18808-Ljbffr
Base pay range $120,000.00/yr - $140,000.00/yr
Additional compensation types Annual Bonus
An exciting opportunity for a Client Coverage Associate/Senior Associate to support a top fund's Institutional sales effort.
Develop and maintain an ongoing, detailed understanding of coverage, business plan, and support needs.
Assist in building, maintaining and executing a marketing strategy for a wide range of institutional products.
Maintain a thorough understanding of product strengths/applicability and apply that knowledge in written and verbal form to clients and prospects.
Receive and send correspondence independently and on behalf of the team:
Facilitate informational requests from clients/prospects with the ability to understand and identify sensitivities/potential issues
Send a detailed meeting follow-up email, including any relevant customized data or research to clients and
Source, evaluate for appropriateness, and initiate RFP/DDQ process with sales/client service
Use Salesforce to manage the sales process, client engagement, and research
Create and update contact and coverage records, maintain current details on contacts and organizations
Requirements
Bachelor’s degree required, 3+ years of experience in a fundraising support role for an asset management firm
Previous experience in a fast-paced client-oriented environment (
Seniority level
Associate
Employment type
Full-time
Job function
Finance, Sales, and Marketing
Industries: Investment Management, Financial Services, and Venture Capital and Private Equity Principals
Benefits
Medical insurance
Vision insurance
401(k)
Referrals increase your chances of interviewing at Coda Search│Staffing by 2x
Get notified about new Investor Relations Associate jobs in
San Francisco, CA .
#J-18808-Ljbffr