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Client Services Associate
Client Services AssociateCoda SearchStaffing • New York, NY, United States
Client Services Associate

Client Services Associate

Coda SearchStaffing • New York, NY, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

One of the largest Real Estate investment management firms in the world, with over $80 billion in assets under management, is looking to hire a Client Services Analyst. With over 300 people, they specialize in investing in property through acquisition and development, mainly in the US. They mostly invest in high-quality properties, office, retail, industrial, multifamily residential, and hotel, but a broad range of real estate strategies across the risk and return spectrum : core, core-plus, value-add, and opportunistic.

The primary responsibility for supporting the Firm’s fundraising and client service efforts through the preparation of responses to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and other investor inquiries.

Responsibilities include, but are not limited to :

Content Development :

  • Draft, edit, and coordinate RFP, RFI, and DDQ responses, incorporating both qualitative narratives and quantitative data, in collaboration with internal stakeholders across functions and levels of seniority.

Firm & Investor Relations Support :

  • Develop expertise in Clarion’s investment platform and funds to support a wide range of investor relations activities.
  • Maintain strong working relationships across the Firm to stay informed on new initiatives, strategy updates, and performance results, ensuring client deliverables reflect current information.
  • Support special projects and ad hoc initiatives as assigned.

    • Candidate Profile

  • 1-2 years of experience in financial services, preferably private fund marketing, client services, investor relations, due diligence, or operations.
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