Client Strategy & Investor Relations (Analyst) - Coda Search│Staffing : Job Details

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.

$125,000.00/yr - $175,000.00/yr

Our client is a prominent, well-respected Midtown NYC Private Equity/Alternative Asset Management firm currently seeking to add a talented Analyst to their growing Client Strategy & Investor Relations team. Ideal candidate must be self-motivated, with superior verbal and written communication skills and a proven ability to work with institutional investors and handle complex investor-based projects.

Responsibilities

• This role will be responsible for continuously enhancing the vision for client operations process to reflect evolving needs of firm clients.
• Manage and track the investor database and all inbound investor and fundraising requests.
• Profile client base and prepare a strategic investor plan.
• Review and analyze portfolio performance data, benchmark performance and risk statistics.
• Review client quarterly reports to ensure accuracy and compliance.
• In charge of investor communication for annual and quarterly reporting of fund track records.
• Work with all levels of team members across the organization to help ensure the integrity and consistency of portfolio data reported across client reporting systems.
• Identifying opportunities to enhance the strategic reporting platform by gathering and analyzing field feedback and collaborating with partners across the organization.
• Provide various ad hoc data research and analysis as needed.

Desired Skills and Experience

• Bachelor's Degree with at least 2+ years of Financial Services/Private Equity Accounting/Finance or similar.
• Proficiency in Microsoft Office, particularly Excel Modeling Formulas.
• FINRA Series 7/66 strongly preferred.
• Technical knowledge, data analytics using CRMs (Salesforce), Excel, PowerPoint.
• Outstanding communication skills, proven ability to effectively work with all levels of Management.
• Comfortable working in a fast-paced, deadline-driven dynamic environment.
• Innovative and creative thinker.
• Must be detail-oriented.

Associate

Full-time

Analyst, Business Development, and Finance

Financial Services, Capital Markets, and Investment Management