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Alternative Sales Associate, SalesCLSA • New York, NY, United States
No longer accepting applications
Alternative Sales Associate, Sales

Alternative Sales Associate, Sales

CLSA • New York, NY, United States
21 days ago
Job type
  • Full-time
Job description

Job Title

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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Alternative Sales Associate, Sales • New York, NY, United States

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