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Investor Relations Sales Strategy & Analytics

Coda SearchStaffingGreenwich, Connecticut🇺🇸United StatesPosted Oct 24, 2026

Why this role stands out

This high-impact role offers you the unique opportunity to partner directly with senior leadership at a premier global investment firm, accelerating your career through deep involvement in strategic growth initiatives and data-driven decision-making. You will thrive in this hybrid position if you are a sharp analytical thinker with a consultant’s mindset who enjoys tackling complex business challenges in a collaborative, high-performance environment. Apply today to leverage your expertise at the intersection of strategy and sales while shaping the future of a world-class U.S. Wealth business.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationGreenwich, Connecticut, United States
Microsoft ExcelMicrosoft PowerPointCRMSalesforceBusiness DevelopmentProject Management

Job description

Job Description

We are partnering with a leading global systematic investment manager to hire an Associate for its Investor Relations Sales Strategy & Analytics team. This is a chance for a top-tier management consultant to move in-house at a premier alternatives firm, working directly with senior leadership on the priorities driving growth of the firm's U.S. Wealth business.

The role sits within the firm's Business Development group, which partners with clients across North America, Europe, Australia and the Middle East. Specifically, it joins the U.S. Wealth team, which covers taxable U.S. investors and their advisors through three channels: Family Offices, RIAs, Private Wealth Advisors at major banks/ broker dealers. The Associate will work directly with U.S. Wealth senior leadership, combining strategy, analytics and execution. The mandate is to help leadership make better decisions and keep the business focused on the right priorities.

Key Responsibilities

Strategy & Priorities

  • Partner with U.S. Wealth leadership to define and drive key business priorities and growth initiatives
  • Evaluate new business opportunities, including potential corporate investments and partnerships
  • Support market and competitor analysis to inform strategy
  • Identify issues, trade-offs and areas that require leadership attention

Analytics & Performance

  • Build analytical models, including demand, pipeline and financial models, to support decision-making
  • Analyze business performance and develop KPIs to track progress against goals
  • Partner with the sales team to analyze pipeline, client trends and areas of opportunity

Execution & Communication

  • Work across teams to keep initiatives moving and ensure follow-through
  • Prepare materials for leadership meetings and business updates
  • Support ad hoc projects across other channels, including Institutional and International Wealth, as needed

Candidate Profile

  • 3-5 years at a top-tier management consulting firm (MBB or equivalent); experience in a Financial Institutions or Wealth & Asset Management practice is highly desirable
  • Bachelor's degree with an exceptional academic record
  • Working knowledge of the Wealth & Asset Management industry
  • Strong quantitative skills and experience managing large data sets
  • Advanced proficiency in Excel and PowerPoint; Salesforce CRM experience is a plus
  • Strong project management skills and exceptional attention to detail
  • Excellent written and verbal communication, with the ability to build relationships across teams
  • Intellectually curious, with high integrity and ethical standards
  • Mature and thoughtful; equally effective in a collaborative team and working autonomously
  • A self-starter willing to roll up their sleeves and handle a wide range of issues
  • Highly organized, able to multi-task and manage competing deadlines
  • Looks beyond the surface to understand underlying details

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