coda searchstaffingBrooklyn, NY
Investor Relations Associate
Investor Relations Associate
Investor Relations Associate
coda searchstaffingBrooklyn, NY
12 days ago
Financial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)An exciting opportunity for a Client Coverage Associate/Senior Associate to support a top fund's Institutional sales effort in credit. Principal Responsibilities Develop and maintain an ongoing, detailed understanding of coverage, business plan, and support needs. Assist in building, maintaining, and executing a marketing strategy for a wide range of institutional products. Maintain a thorough understanding of product strengths/applicability and apply that knowledge in written and verbal form to clients and prospects. Receive and send correspondence independently and on behalf of the team:o Facilitate informational requests from clients/prospects with the ability to understand and identify sensitivities/potential issueso Send a detailed meeting follow-up email, including any relevant customized data or research to clients and prospectso Source, evaluate for appropriateness, and initiate RFP/DDQ process with sales/client service Use Salesforce to manage the sales process, client engagement, and researchRequirements Bachelor’s degree required, 2+ years of experience in a fundraising support role for an asset management firm Previous experience in a fast-paced, client-oriented environment
Also on the board Same function, level within a rung
Level
Mid
Location
Brooklyn, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
12 days ago