What are the responsibilities and job description for the Product Strategies/Capital Advisory - Senior Associate (Alternative Asset Management) position at Coda Search│Staffing?
Our client is a prominent, well-respected NYC based Alternative Asset Manager (Private Equity) currently seeking to add an Product Strategies/Capital Advisory Associate to their growing NYC Team.
This individual will be responsible for point on all product strategy plans, running end to end business strategy and updating firms Capital Advisory with regards to client development /GP investor servicing. Ideal individual should be well versed with Private Markets/Fund client development, product messaging across alternative investments.
Responsibilities
- Assist with North American client sales & marketing, efforts, investor servicing and client messaging and for firm
- This role will be responsible for enhancing 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
- Construct pitch-books & preliminary models for prospecting clients and marketing potential trades
- Create Due Diligence presentations to outline potential 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 for both internally and externally use.
- 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
- Identifying 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.
Desired Skills and Experience
- Bachelor’s Degree with at least 4 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 (Modeling & Formulas)
- Technical knowledge, data analytics using CRMs (Salesforce), and presenting using PowerPoint
- Outstanding communication skills, proven ability to effectively work with all levels of Management
- FINRA Series 7/66 (or 63) preferred
- Comfortable working in a fast-paced, dead-line driven dynamic environment
- Innovative and creative thinker
- Must be detail oriented
Salary : $200,000 - $300,000
