Coda Search│Staffing
Private Wealth Investor Relations
New York, New York, US
Role snapshot
Coda Search│Staffing is hiring a Private Wealth Investor Relations on a full-time basis. This is a role based in New York, New York, US.
- Company
- Coda Search│Staffing
- Location
- New York, New York, US
- Job type
- Full-time
- Experience
- 1–2 years
- Posted
- Nov 1, 2026
Who this role suits
People with roughly one to three years of experience who can own small pieces of work with light guidance and want to widen their scope.
How to prepare your application
- Prepare two or three stories about work you owned end to end, including one thing that went wrong and what you changed.
- Read what Coda Search│Staffing publishes about its product or team, so you can say clearly why this role and this company.
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About the role
Our client, a global alternative investment manager, is looking for someone to join its wealth distribution operations team. The firm manages a diversified platform across private markets and credit strategies, and values a collaborative, detail-oriented culture.
Responsibilities:
- Manage day-to-day relationships with transfer agents and outside service providers, keeping transaction processing, reporting, tax documentation, and cash reconciliation running smoothly
- Help bring new funds onto distribution platforms, working across legal, sales, product, and marketing teams
- Troubleshoot trade errors and operational issues, tracking recurring problems and pushing for long-term fixes
- Act as a point of contact for financial advisors and internal sales staff with questions about fund operations
- Coordinate with technology partners on trade execution and documentation
- Build subject-matter expertise on how advisors' platforms work so you can support them more effectively
Qualifications
- 1-2 years of experience (2024 or 2025 grad)
- Strong communication and relationship-building skills, both internal and external
- Comfortable working in a fast-paced, deadline-driven team environment
- Sharp attention to detail
- Advanced Excel skills
- Good instincts for prioritizing competing demands
- Familiarity with how high-net-worth and advisor-driven investing works
- Exposure to alternative investments is a plus, but not required