Coda Search│Staffing

Investor Relations Associate

New York, NY • Posted 3 days ago
Onsite Full Time Investment Management

An exciting opportunity for a Client Coverage Associate/Senior Associate to support a top fund's Institutional sales effort in credit.


Principal Responsibilities

 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:

o Facilitate informational requests from clients/prospects with the ability to understand and identify sensitivities/potential issues


o Send a detailed meeting follow-up email, including any relevant customized data or research to clients and prospects

o Source, evaluate for appropriateness, and initiate RFP/DDQ process with sales/client service

 Use Salesforce to manage the sales process, client engagement, and research


Requirements

 Bachelor’s degree required, 2+ years of experience in a fundraising support role for an asset management firm

 Previous experience in a fast-paced, client-oriented environment

Investor Relations Associate in New York at Coda Search│Staffing

This position is listed as full time and onsite. It was posted 3 days ago.

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