What are the responsibilities and job description for the Client & Shareholder Services Associate (Asset Management) position at Coda Search│Staffing?
Our client is a prominent, well respected Midtown NYC Alternative Asset Management firm currently seeking to add a talented Associate to their growing Client & Shareholder Services 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
- Build and maintain strong relationships with senior stakeholders by providing clear, timely, and transparent communications.
- Conduct market research to stay informed about industry trends, competitor analysis, and market conditions.
- Assist in the preparation of presentations, press releases, and other materials for investor meetings, conferences, and earnings calls.
- Lead the maintenance of investor interactions, CRM tracking investor interactions, as well as updating the public IR website.
- Partner with Head of Dept with regards organizing roadshows, conferences, client meetings and client update calls
- Coordinate investor events such as earnings calls, non-deal roadshows, and calls with key investors
- Manage and track the investor (CRM) database and all inbound investor requests
- Profile client base and prepare a strategic investor plan
- Review client quarterly reports to ensure accuracy and compliance
- In charge of investor communication for annual and quarterly reporting of fund track records
- 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, dead-line driven dynamic environment
- Innovative and creative thinker
- Must be detail oriented
Salary : $125,000 - $175,000