Coda Search│Staffing · 1 week ago
Investor Relations Associate @ Asset Management Firm
San Francisco Bay Area
Full-time
Onsite
Mid Level
$150K/yr - $200K/yr
3+ years expCoda Search is recruiting for an asset management group that is seeking to hire an Investor Relations Associate. The role involves preparing marketing materials, conducting competitor analysis, and managing investor communications.
ConsultingRecruitingStaffing Agency
Responsibilities
Prepare quarterly and year-end investor reports
Assist with preparing marketing material for prospective investors
Build frameworks and questionnaires for prospective investors
Prepare competitors analysis
Work closely with the deals, marketing and operations team
Update and manage all information into the CRM system
Answering investor questions and responding in a timely manner
Qualification
Required
Bachelors degree required
3+ years experience in consulting, asset management, banking or private equity
Strong excel and PowerPoint skills
Strong communication skills (written/verbal)
Company
Coda Search│Staffing
At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Linh Nguyen
Chief Operating Officer
Recent News
2025-08-13
Company data provided by crunchbase