Client & Partner Group Associate (ESG/Sustainability)
Posted 2 months ago Expired
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Upload Your ResumeAbout 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
* 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.