Alternative Sales Associate, Sales

Location: New York

Alternative Sales Associate, Sales page is loaded## Alternative Sales Associate, Sales locations:
New Yorktime type:
Full time posted on:
Posted Yesterday job requisition :
JR002492# Key Areas of Responsibilities
* Maintain a comprehensive CRM database of current and prospective LPs including detailed profiles of investment preferences, sector/geographic focus, interaction history.
* Segment investor base to align outreach strategies with LP interests and generate internal reports on pipeline progress.
* Track outreach & fundraising pipeline stages, including recording meeting notes, follow-up actions and next steps to ensure continuity in investor engagement.
* Prepare and distribute quarterly and annual LP reports, portfolio updates and market insights.
* Gather and synthesize investor sentiment; monitor competitor positioning and LP allocation trends; surface market intelligence to refine fundraising priorities, messaging, and materials.
* Frequent senior‑stakeholder and institutional LP interaction.
* Coordinate investor communications such as update calls, webcasts, and AGMs.
* Serve as the primary contact for LP inquiries and manage side letters and custom reporting in collaboration with finance & legal teams.
* Support capital raising by identifying and engaging prospective LPs, coordinating roadshows & investor meetings and managing due diligence processes including data rooms and DDQs.
* Oversee onboarding, subscription documentation and capital call communications in partnership with fund administrators.
* Create and maintain investor-facing materials including pitch decks, PPMs, teasers, and performance summaries.
* Prepare tailored meeting briefs, agendas, and follow-ups, ensuring consistency, accuracy, and alignment with the firm’s brand and strategy.
* Foster long-term LP relationships through personalized engagement and support.
* Plan and execute investor events such as AGM, LP summits and advisory board meetings, including logistics, content development, and post-event follow-up.
* Gather and relay investor sentiment and market intelligence to senior leadership.
* Contribute to IR strategy development and monitor industry trends, competitor positioning and LP allocation behavior to inform internal messaging and fundraising strategy.
* Lead ESG-related communications and reporting aligned with frameworks like UN PRI and GRI.
* Ensure investor materials and outreach comply with regulatory standards and coordinate with legal and compliance teams on updates.
* Leverage CRM platforms, investor portals, and digital tools (e.g. Webinars, virtual data rooms, analytics) to enhance investor experience, streamline reporting and personalize outreach.# Requirements
* Bachelor’s degree or above in Finance, Business, Economics or related field.
* Minimum 3 years of relevant experience in investor relations, fundraising or client-facing role within VC, PE or related alternatives.
* Strong grasp of fund metrics (IRR, TVPI, MOIC, NAV), financial reporting and investor communications.
* Proficient in Excel, PowerPoint and CRM platforms (e.g. Salesforce, Dynamo).
* Strong project management skills.
* Experience across both VC and PE environments.
* Knowledge of ESG frameworks and digital investor engagement tools.
* Strategic mindset, global exposure and a continuous learning approach.
* Excellent verbal and written communication skills.
* Licensing: SIE and Series 7 and Series 66; if not held, must obtain within 90 days of hire.

Salary Range $80,000-$125,000
** Stay informed on CITIC CLSA Job Opportunities
**** job alert
** to receive our latest job openings that meet your interest.locations:
New Yorktime type:
Full time posted on:
Posted 30+ Days Ago
#J-18808-Ljbffr