Alternative Sales Associate, Sales
CLSA · New York City · $80,000–$125,000 (stated in the posting)
Key Areas of Responsibilities
- Maintain a comprehensive CRM database of current and prospective LPs including detailed profiles of investment preferences, sector/geographic focus, interaction history.
- Segment investor base to align outreach strategies with LP interests and generate internal reports on pipeline progress.
- Track outreach & fundraising pipeline stages, including recording meeting notes, follow-up actions and next steps to ensure continuity in investor engagement.
- Prepare and distribute quarterly and annual LP reports, portfolio updates and market insights.
- Gather and synthesize investor sentiment; monitor competitor positioning and LP allocation trends; surface market intelligence to refine fundraising priorities, messaging, and materials.
- Frequent senior‑stakeholder and institutional LP interaction.
- Coordinate investor communications such as update calls, webcasts, and AGMs.
- Serve as the primary contact for LP inquiries and manage side letters and custom reporting in collaboration with finance & legal teams.
- Support capital raising by identifying and engaging prospective LPs, coordinating roadshows & investor meetings and managing due diligence processes including data rooms and DDQs.
- Oversee onboarding, subscription documentation and capital call communications in partnership with fund administrators.
- Create and maintain investor-facing materials including pitch decks, PPMs, teasers, and performance summaries.
- Prepare tailored meeting briefs, agendas, and follow-ups, ensuring consistency, accuracy, and alignment with the firm’s brand and strategy.
- Foster long-term LP relationships through personalized engagement and support.
- Plan and execute investor events such as AGM, LP summits and advisory board meetings, including logistics, content development, and post-event follow-up.
- Gather and relay investor sentiment and market intelligence to senior leadership.
- Contribute to IR strategy development and monitor industry trends, competitor positioning and LP allocation behavior to inform internal messaging and fundraising strategy.
- Lead ESG-related communications and reporting aligned with frameworks like UN PRI and GRI.
- Ensure investor materials and outreach comply with regulatory standards and coordinate with legal and compliance teams on updates.
- Leverage CRM platforms, investor portals, and digital tools (e.g. Webinars, virtual data rooms, analytics) to enhance investor experience, streamline reporting and personalize outreach.
Requirements
- Bachelor’s degree or above in Finance, Business, Economics or related field.
- Minimum 3 years of relevant experience in investor relations, fundraising or client-facing role within VC, PE or related alternatives.
- Strong grasp of fund metrics (IRR, TVPI, MOIC, NAV), financial reporting and investor communications.
- Proficient in Excel, PowerPoint and CRM platforms (e.g. Salesforce, Dynamo).
- Strong project management skills.
- Experience across both VC and PE environments.
- Knowledge of ESG frameworks and digital investor engagement tools.
- Strategic mindset, global exposure and a continuous learning approach.
- Excellent verbal and written communication skills.
- Licensing: SIE and Series 7 and Series 66; if not held, must obtain within 90 days of hire.
Salary Range
$80,000-$125,000
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