Associate (Investor Relations)

TL;DR

Associate (Investor Relations): Driving client and advisor engagement for Alternative Capital Markets with an accent on go-to-market strategy and commercial awareness. Focus on streamlining alternative investment communications, developing educational content, and analyzing market trends to provide insights to ultra-high net worth clients.

Location: Must be based in New York, NY, United States

Salary: $85,000 - $160,000

Company

A leading global investment banking, securities and investment management firm headquartered in New York.

What you will do

• Enhance and streamline alternative investment communications and resources for Wealth clients and advisors.
• Collaborate with internal teams and external General Partners to develop commercial strategies, educational content, and market perspectives.
• Monitor market trends to create "Markets Perspectives" that keep clients informed about events impacting their investments.
• Manage media engagement, industry conferences, and the creation of thematic content and client commentary.
• Partner with the TPW Alternatives Marketing team to build brand awareness and integrate "Retail Alternatives" within the Third Party Wealth channel.

Requirements

• Bachelor's Degree or higher.
• Strong understanding of financial markets and investment instruments.
• Proven quantitative, analytical, and problem-solving skills.
• Excellent communication and interpersonal skills for high-level client service.
• Ability to multi-task and manage multiple projects with varying deadlines.
• Must obtain SIE, Series 7, and Series 63 certifications within 3 months of hire.

Culture & Benefits

• Commitment to diversity and inclusion with numerous opportunities for professional and personal growth.
• Comprehensive training and development opportunities.
• Firmwide networks, wellness programs, and personal finance offerings.
• Mindfulness programs and a supportive work environment focused on employee development.