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Investor Relations Associate

Job in New York, New York County, New York, 10261, USA
Listing for: Coda Search│Staffing
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: New York

A well-established quantitative investment organization is looking to add a motivated and detail-driven professional to its Investor Services team, with a focus on client-facing operations. This position offers hands-on exposure to the inner workings of a sophisticated investment platform and regular interaction with senior professionals across multiple functions.

The role is ideal for someone who is intellectually curious, highly organized, and eager to build a deep understanding of how an institutional investment firm supports and services its investor base. The position follows a hybrid schedule.

Our client has operated successfully for decades and is widely respected for its disciplined, research-driven approach. Rather than prioritizing scale, the organization measures success by the rigor and quality of its strategies. The culture emphasizes collaboration, long-term thinking, and professional growth, reflected in strong employee retention and a close-knit, down-to-earth environment.

Responsibilities
  • Compile and circulate recurring investor communications, including performance-related estimates, exposure summaries, and market-related updates
  • Coordinate closely with third-party administrators and internal finance teams to confirm investor activity, transaction accuracy, and proper recordkeeping
  • Respond to inbound investor inquiries promptly, partnering with internal stakeholders to gather and deliver information
  • Maintain and refresh investor-facing materials used for marketing, onboarding, and due diligence
  • Oversee data integrity within client relationship management tools and secure investor portals
  • Track and manage both quantitative and qualitative investor information used in regulatory reporting, forecasting, and internal analysis
Qualifications
  • 1-2 years of professional experience in asset management
  • Recent graduates are welcome to apply
  • Bachelor’s degree with a strong academic foundation across any discipline
  • Comfort working with numbers and strong spreadsheet capabilities
  • Exceptional organizational habits and a high bar for accuracy
  • Ability to juggle competing priorities while meeting both immediate and longer-term deadlines
  • A proactive mindset with a willingness to own projects from start to finish
  • Collaborative working style and comfort engaging with colleagues and external partners at varying levels
  • Clear and effective communication skills, written and verbal
  • Interest in contributing to a thoughtful, rigorous, and collegial team culture
  • FINRA Series 3 registration, or openness to obtaining
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Position Requirements
10+ Years work experience
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