What are the responsibilities and job description for the Investor Relations Senior Associate position at Coda SearchStaffing?
An exciting opportunity for a Client Coverage Associate / Senior Associate to support a top funds Institutional sales effort.
Principal Responsibilities
Develop and maintain an ongoing, detailed understanding 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 issues
CLIENT & CAPITAL FORMATION, SENIOR ASSOCIATE
o Send detailed meeting follow up email including any relevant customized data or research to clients and
prospects
o Source, evaluate for appropriateness, and initiate RFP / DDQ process with sales / client service
Use Salesforce to manage sales process, client engagement and research
o Create and update contact and coverage records, maintain current details on contacts and organizations
Requirements
Bachelor’s degree required, 3 years of experience in a fundraising support role for an asset management firm
Previous experience in a fast-paced client oriented environment (
