Coda Search│Staffing | Investor Relations ...

An exciting opportunity for a Client Coverage AssociateSenior Associate to support a top funds Institutional sales effort.Principal Responsibilities Develop and maintain an ongoing, detailed understanding coverage, business plan and support needs. Assist in building, maintaining and executing a marketing strategy for a wide range of institutional products. Maintain a thorough understanding of product strengthsapplicability and apply that knowledge in written and verbal form to clients and prospects. Receive and send correspondence independently and on behalf of the team:o Facilitate informational requests from clientsprospects with the ability to understand and identify sensitivitiespotential issuesCLIENT & CAPITAL FORMATION, SENIOR ASSOCIATEo Send detailed meeting follow up email including any relevant customized data or research to clients andprospectso Source, evaluate for appropriateness, and initiate RFPDDQ process with salesclient service Use Salesforce to manage sales process, client engagement and researcho Create and update contact and coverage records, maintain current details on contacts and organizationsRequirements Bachelor's degree required, 3+ years of experience in a fundraising support role for an asset management firm Previous experience in a fast-paced client oriented environment (

Created: 2025-01-02