What are the responsibilities and job description for the Investor Relations Associate (private wealth firm) position at Coda Search│Staffing?
Coda Search is partnering with a multi-billion-dollar innovative asset management group that is seeking to add an IR Associate within its private wealth division. This role will support several stakeholders across the group and work closely with its front-end advisors fielding inbound inquiries, preparing marketing materials, providing ongoing product management, and working across its wirehouse, alternatives, and RIA channel.
A highly prestigious firm that offers a fantastic compensation package operating in a high-touch, sophisticated role supporting several of its top advisors.
Responsibilities:
- Support a team of private bankers/advisors offering key insights into the platform
- Assist with preparing marketing materials on various product offerings
- Answer inbound questions from clients and provide portfolio updates
- Work closely with the investment team on investment offerings, onboarding, and resolving client problems
- Collaborating with multiple departments across finance, legal, and compliance
- Assist with any special projects across the group
Qualifications:
- Bachelors degree required
- 4 years of experience in private wealth management (ideally in a client support/IR function)
- Strong Excel skills (VLOOKUP’s/pivots)
- Excellent communication and presentation skills
- Prior experience with multiple asset classes ideally in alternatives
- Series 7 license required
Salary : $150,000 - $200,000
