Product Strategies/Capital Advisory - Senior Associate (Alternative Asset Management) - Coda Search│Staffing : Job Details

Our client is a prominent, well-respected NYC based Alternative Asset Manager (Private Equity) currently seeking to add a Product Strategies/Capital Advisory Associate to their growing NYC Team.

This individual will be responsible for overseeing all product strategy plans, running end-to-end business strategy, and updating the firm's Capital Advisory regarding client development and GP investor servicing. The ideal candidate should be well-versed in Private Markets/Fund client development and product messaging across alternative investments.

Responsibilities

• Assist with North American client sales and marketing efforts, investor servicing, and client messaging for the firm.
• This role will enhance the firm's efforts around capital raising and investor experience.
• Research and provide market insights regarding potential investment opportunities.
• Create marketing materials and pitch books related to the firm's investment opportunities.
• Construct pitch books and 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 materials such as sales pitch books, strategy books, client reviews, conference presentations, and educational materials for both internal and external use.
• Work with all levels of team members across the organization to ensure the integrity and consistency of portfolio data reported across all marketing channels.
• Identify 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 experience in Private Equity, Investor Relations, or a similar role within Financial Services/Private Equity Alternative Asset Management.
• Proficiency in Microsoft Office, particularly Salesforce and Excel (Modeling & Formulas).
• Technical knowledge in data analytics using CRMs (Salesforce) and presenting using PowerPoint.
• Outstanding communication skills and a proven ability to effectively work with all levels of management.
• FINRA Series 7/66 (or 63) preferred.
• Comfortable working in a fast-paced, deadline-driven dynamic environment.
• Innovative and creative thinker.
• Detail-oriented.