Job Description

Our client is a global alternative investment manager with over $100 billion in assets under management, spanning strategies across private equity, credit, infrastructure, and real assets. The firm partners with institutional investors, family offices, and wealth management platforms globally, offering deep market expertise and a long-term performance track record.

The Senior Associate will join a high-performing Investor Relations and Relationship Management team, supporting key client relationships across the firm’s platform. The role is ideal for an experienced client-facing professional with a deep understanding of alternative investments, outstanding organizational skills, and the ability to manage high-volume, detail-oriented tasks under pressure. This individual will be responsible for managing ad hoc investor requests, creating portfolio materials, supporting relationship management and retention initiatives, and ensuring best-in-class service across the client base. The position requires active FINRA Series 6 or 7 and 63 licenses.

Key Responsibilities:

Client Service & Relationship Management

• Support senior relationship managers with client engagement and communication across institutional and private wealth channels.
• Respond to complex, time-sensitive investor inquiries, including fund-level data, performance, capital activity, and market positioning.
• Coordinate and contribute to client meeting preparation, including agendas, briefing notes, and post-meeting follow-ups.
• Assist in executing client retention strategies, including targeted outreach, insights reporting, and engagement tracking.

Presentation & Reporting Materials

• Develop and maintain high-quality portfolio presentations, fund marketing materials, pitch books, and investor decks.
• Work cross-functionally with investment, product, and data teams to produce accurate and up-to-date client materials.
• Customize content based on client investment preferences, portfolio exposure, and communication style.

Client Data & CRM Management

• Maintain comprehensive, accurate, and up-to-date client information in CRM systems (e.g., Salesforce, Dynamo).
• Track relationship milestones, contact history, capital commitments, and product exposure across investor accounts.
• Monitor client activity to identify trends, cross-sell opportunities, and engagement gaps.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related discipline.
• 2 - 5 years of experience in investor relations, relationship management, or client services within the alternative investments industry.
• Series 6 or 7 and 63 licenses required (active and in good standing).
• Strong understanding of private markets (private equity, credit, real assets) and investment fund structures.
• Highly proficient in Microsoft Excel and PowerPoint; experience with Salesforce or other CRM platforms is a plus.
• Exceptional communication, interpersonal, and organizational skills.
• Ability to manage multiple stakeholders and tight deadlines in a fast-paced environment.

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