Our client is a growing Greenwich, CT based Alternative Asset Management clients is currently seeking to add an Investor Relations/Operations Associate to their growing Investor Service/Fund Operations Team.
This individual will be responsible for driving product marketing plans, running end to end business strategy and updating firms marketing narrative/brand awareness. Ideal individual should be well versed with digital marketing, social media, product messaging and alternative investments.
Responsibilities
- Assist with North American client sales & marketing, efforts, investor servicing and client relations 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 2+ years of directly Private Wealth Management/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) Required
- Comfortable working in a fast-paced, dead-line driven dynamic environment
- Innovative and creative thinker
- Must be detail oriented
