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Investor Relations Operations Associate

Coda Search│Staffing
York, NY Full Time
POSTED ON 3/14/2026
AVAILABLE BEFORE 5/6/2026

A quant investment manager 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 trading 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

Salary : $100,000 - $120,000

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