Investor Relations Operations Associate
Coda Search│Staffing, New York, NY, United States
One of the world's largest Private Equity firms is seeking a highly talented individual to join the Investor Relations Team, focusing on client operations. This role is a great opportunity for a smart, detail-oriented individual to learn all aspects of client operations in an innovative, collegial environment at a world-class firm.
Responsibilities
Prepare and distribute regular investor reports, including fund estimates, risk reports, and market commentary
Liaise with our fund administrator and internal accounting team to ensure accuracy, correct processing, and booking of investor trades
Address investor requests in real time, often interfacing with internal groups to obtain relevant information
Update and maintain marketing and due diligence materials
Manage and maintain CRM system and investor portal
Record, maintain, and utilize quantitative and qualitative investor data that are inputs in regulatory filings, projections, and analyses
Qualifiations
1+ years of professional experience
Bachelor’s degree with a strong academic record (all majors welcome—ideal candidates are distinguished by the ability to apply their background to inform and enhance their work)
Strong numerical literacy and Excel proficiency
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Responsibilities
Prepare and distribute regular investor reports, including fund estimates, risk reports, and market commentary
Liaise with our fund administrator and internal accounting team to ensure accuracy, correct processing, and booking of investor trades
Address investor requests in real time, often interfacing with internal groups to obtain relevant information
Update and maintain marketing and due diligence materials
Manage and maintain CRM system and investor portal
Record, maintain, and utilize quantitative and qualitative investor data that are inputs in regulatory filings, projections, and analyses
Qualifiations
1+ years of professional experience
Bachelor’s degree with a strong academic record (all majors welcome—ideal candidates are distinguished by the ability to apply their background to inform and enhance their work)
Strong numerical literacy and Excel proficiency
#J-18808-Ljbffr