Associate (Credit), World Class Fund

Coda Search│Staffing

New York City Metropolitan Area0–2 yrs52m agovia LinkedIn

This job at a glance

Who can apply
New grads and up to 2 years · Bachelor's degree
Must know
MarketingOperationsExcelFinancial analysisMicrosoft OfficeProject management
Work
On-site in New York City Metropolitan Area
Pay
Not stated by the employer.
Skill demand
Excel33%Operations32%Marketing17%Financial analysis9%of 100 similar entry-level jobs posted in the US this week
Listed
Nov 6, 2026 · still open

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About the Role

Coda Search is partnering with a world-class alternative asset manager with offices located in NYC. This role sits within the capital formation team as a Product Associate, supporting fundraising initiatives, investor communications, investor relations, and strategic projects across the firm's credit platform.

Key Responsibilities

  • Support fundraising efforts across existing and prospective investment strategies
  • Develop and maintain product presentations, pitch books, fact sheets, marketing materials, and fund documentation
  • Serve as a key point of contact for investor inquiries and due diligence requests
  • Coordinate and prepare responses to institutional investor questionnaires, RFPs, RFIs, and consultant requests
  • Partner closely with portfolio managers and investment teams to articulate investment strategies, portfolio positioning, and performance drivers
  • Prepare market commentary, portfolio updates, and investor communications
  • Analyze portfolio performance, risk metrics, attribution, and market trends
  • Lead and coordinate strategic initiatives across Product, Investor Relations, Operations, Compliance, and Portfolio Management teams

Requirements & Tech Stack

  • Strong analytical skills
  • Exceptional attention to detail
  • Solid understanding of private credit, leveraged finance, CLOs, or structured finance markets
  • Exceptional PowerPoint, Excel, and financial analysis skills
  • Strong project management and organizational capabilities with the ability to manage multiple priorities simultaneously
  • Excellent written and verbal communication skills

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field
  • Prior experience at a fund or IB in Private Credit, Direct Lending, CLOs, Leveraged Finance, or Structured Credit
  • Strong understanding of credit markets, loan products, CLO structures, and alternative investment strategies
  • Experience preparing institutional-quality presentations and investor materials

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