Investor Relations Associate @ Asset Management (private wealth channel)

Coda Search is partnering with an asset management firm that is seeking an Investor Relations Associate to support its family office/private wealth channel. This is a dynamic fund that has consistently been recognised as a top performer in the industry. This role will have blended responsibilities from fundraising, relationship management, and capital markets, working closely with senior IR professionals, investment teams, and external investors. The Associate will play a key role in managing investor communications, supporting fundraising initiatives, and delivering a best-in-class investor experience.

Key Responsibilities

Support day-to-day coverage of family offices, UHNW investors, and private wealth platforms

Assist in fundraising efforts across current and future investment vehicles

Prepare and maintain investor marketing materials, including pitchbooks, tear sheets, fact sheets, and DDQ/RFP responses

Respond to investor inquiries and help manage ongoing communications

Track investor activity, pipeline progress, and meeting notes within the CRM

Support investor meetings, roadshows, conferences, and ad-hoc presentations

Work cross-functionally with portfolio managers, legal, compliance, and finance teams to ensure accurate and timely investor information

Qualifications

2+ years of experience in Investor Relations, Capital Formation or Private Wealth

Prior exposure to alternative investments (private equity, private credit, hedge funds, real estate, or multi-asset strategies) preferred

Strong understanding of the family office and UHNW investor landscape

Excellent written and verbal communication skills; comfortable interacting with senior stakeholders

Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment

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