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
Sign in free to see which of these skills your resume already shows.
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