Client & Partner Group Associate (ESG/Sustainability)

Coda Search│Staffing New York City Metropolitan Area, NY $125,000 - $200,000
Full Time Mid Level 2+ years

Posted 3 weeks ago

Interested in this position?

Upload your resume and we'll match you with this and other relevant opportunities.

Upload Your Resume

About This Role

This role involves driving product marketing plans, executing end-to-end business strategy, and enhancing the firm's marketing efforts for new client development within a prominent NYC-based Private Equity Fund.

Responsibilities

  • Assist with North American client sales & marketing efforts, investor servicing and client relations
  • Prepare client presentations, press releases, and other materials for investor meetings, conferences, and earnings calls
  • Prepare board-level presentations and updates for internal and external stakeholders
  • Enhance 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
  • Collaborate with teams across all regions to develop meaningful marketing material such as, sales pitchbooks, strategy books, client reviews, conference presentations and educational materials
  • 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
  • Identify 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

Requirements

  • 2+ years of directly Private Equity/Investor Relations/or similar within Financial Services/Private Equity Alternative Asset Management
  • Proficiency in Microsoft Office, particularly Salesforce and Excel
  • Superior Modeling /Transaction Experience
  • Technical knowledge, data analytics using CRMs (Salesforce), and presenting using PowerPoint
  • Outstanding communication skills
  • Comfortable working in a fast-paced, dead-line driven dynamic environment
  • Innovative and creative thinker
  • Detail oriented

Qualifications

  • Bachelor’s Degree
  • 2+ years of directly Private Equity/Investor Relations/or similar within Financial Services/Private Equity Alternative Asset Management

Nice to Have

  • Investment Banking experience

Skills

Excel * Microsoft Office * Communication * PowerPoint * Salesforce * Data analytics *

* Required skills

About Coda Search│Staffing

A rapidly expanding private equity real estate investment firm is looking to hire an Asset Management Analyst to join its growing team of 20+ professionals.

Real Estate
View all jobs at Coda Search│Staffing →