Client & Shareholder Services Associate (Asset Management)

Our client is a prominent, well respected Midtown NYC Alternative Asset Management firm currently seeking to add a talented Associate to their growing Client & Shareholder Services team. Ideal candidate must be self-motivated, with superior verbal and written communication skills and a proven ability to work with institutional investors and handle complex investor based projects. Responsibilities This role will be responsible for continuously enhancing the vision for client operations process to reflect evolving needs of firm clients Build and maintain strong relationships with senior stakeholders by providing clear, timely, and transparent communications. Conduct market research to stay informed about industry trends, competitor analysis, and market conditions. Assist in the preparation of presentations, press releases, and other materials for investor meetings, conferences, and earnings calls. Lead the maintenance of investor interactions, CRM tracking investor interactions, as well as updating the public IR website. Partner with Head of Dept with regards organizing roadshows, conferences, client meetings and client update calls Coordinate investor events such as earnings calls, non-deal roadshows, and calls with key investors Manage and track the investor (CRM) database and all inbound investor requests Profile client base and prepare a strategic investor plan Review client quarterly reports to ensure accuracy and compliance In charge of investor communication for annual and quarterly reporting of fund track records Provide various ad hoc data research and analysis as needed. Desired Skills and Experience Bachelor’s Degree with at least 2+ years of Financial Services/Private Equity Accounting/Finance or similar Proficiency in Microsoft Office, particularly Excel Modeling Formulas FINRA Series 7/66 strongly preferred Technical knowledge, data analytics using CRMs (Salesforce), Excel, PowerPoint Outstanding communication skills, proven ability to effectively work with all levels of Management Comfortable working in a fast-paced, dead-line driven dynamic environment #J-18808-Ljbffr Coda Search│Staffing