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Fund Marketing & Client Solutions - Associate (Alternative Asset Management)

Coda Search

Coda Search

Marketing & Communications, Customer Service
New York, NY, USA · New York, NY, USA · Remote
Posted on Sep 13, 2025

Our client is a prominent, well-respected NYC based Alternative Asset Manager currently seeking to add an Investor Relations Associate to their growing Client Solutions Team.

This individual will be responsible for driving product marketing plans, running end to end business strategy and updating firms marketing agenda with regards to new client development. Ideal individual should be well versed with fund marketing, client development, product messaging and alternative investments.

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.

Desired Skills and Experience

  • 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